Gregory Poole Equipment Company

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Sales Administrator (Finance)



Sales Administrator

4807 Beryl Rd, Raleigh, NC 27606, USA Req #1594

Monday, February 3, 2025

PRIMARY FUNCTION :

This position is responsible for the ordering, processing, inventorying and billing of equipment for multiple product lines in the Construction Sales Department. Equipment will include Caterpillar and other vendor machines, work tools, trailers, and all necessary accessories to complete a sale. The position will work directly with Salesmen and Managers to process deals in an accurate and timely manner.

ESSENTIAL DUTIES:

  • Responsible for ordering Caterpillar and other vendor machines, work tools, trailers and accessories for stock inventory and for sales.
  • Use the Purchase Order system to place orders for equipment
    • Assist in the creation and updating of equipment and work tool specs
    • Use acknowledgements or vendor confirmations to ensure accurate configurations
    • Update GPAX with correct shipping and receiving dates
    • Use the "Attach to" function in GPAX for sold work tool orders
    • Receive in new machines and work tools
    • Code Caterpillar and other vendor invoices for AP
    • Use the PO to add necessary costs to equipment - Freight, Warranty, etc.
    • Coordinate the hauling of equipment when necessary
  • Responsible to walk the yard daily to inspect machines and verify work tools
  • Help to manage and keep track of stock inventory equipment and to maintain certain Min-Max order ranges for stock work tools
  • Participate in scheduled physical inventories and audits for machines and work tools
  • Responsible for handling Salesmen and Manager inquiries for equipment and work tools in a timely manner
    • Provide quotes, pricing information and availability dates
    • Respond to inquiries concerning specifications and technical matters
  • Responsible for maintaining our relationships with other Caterpillar dealers in order to locate and trade new equipment
  • Responsible for new equipment Predelivery/Preparation
    • Use the Project Deliver workflow process for scheduling the Service Department to prepare sold and stock equipment.
    • Work closely and communicate with Service to manage the flow of equipment efficiently and in a timely manner
  • Responsible for creating and maintaining billing packets for each sale
    • Billing Packets contain all cost and credit information associated with the deal
    • Costs will include, but are not limited to warranty, marketing program credits, trade-in information, service agreements, work tools, freight and delivery charges
    • All costs will be recorded on a final Deal Sheet before invoicing
  • Responsible for creating the Sales Orders for Invoicing
    • Verify that all costs are included in the sale
    • Add the equipment and work tools to the sales order
    • Deliver the Sales Order
  • Serve as backup to Sales Coordinators

MINIMUM REQUIREMENTS :

Education :

Four-year degree in Business or related field with one year specifically related work experience; or two-year degree in Business or related field with four years specifically related experience.

Work Experience :

Related work experience should include inventory control/ordering, customer service, accounting practices and computer data processing/administering.

Physical :

Ability to sit and utilize a Laptop/PC for extensive periods of time. Ability to communicate clearly in person, via telephone or email.

Other :

Must have excellent PC software skills, preferably with MS Windows and Office products

This job description is not intended to be all-inclusive. Your supervisor may request and assign you similar duties. Any major modification of this job role requires Human Resources approval.

Gregory Poole Equipment Company is an Equal Opportunity/Affirmative Action employer and will consider all qualified applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.

Other details

  • Job Family Administrator
  • Job Function Incentive
  • Pay Type Salary
  • Required Education Bachelor's Degree

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initStaticMap(true); PRIMARY FUNCTION:\nThis position is responsible for the ordering, processing, inventorying and billing of equipment for multiple product lines in the Construction Sales Department. Equipment will include Caterpillar and other vendor machines, work tools, trailers, and all necessary accessories to complete a sale. The position will work directly with Salesmen and Managers to process deals in an accurate and timely manner. \n \n ESSENTIAL DUTIES:\n\nResponsible for ordering Caterpillar and other vendor machines, work tools, trailers and accessories for stock inventory and for sales.\nUse the Purchase Order system to place orders for equipment\n\nAssist in the creation and updating of equipment and work tool specs\nUse acknowledgements or vendor confirmations to ensure accurate configurations\nUpdate GPAX with correct shipping and receiving dates \nUse the "Attach to" function in GPAX for sold work tool orders\nReceive in new machines and work tools\nCode Caterpillar and other vendor invoices for AP\nUse the PO to add necessary costs to equipment - Freight, Warranty, etc.\nCoordinate the hauling of equipment when necessary \n\n\nResponsible to walk the yard daily to inspect machines and verify work tools\nHelp to manage and keep track of stock inventory equipment and to maintain certain Min-Max order ranges for stock work tools\nParticipate in scheduled physical inventories and audits for machines and work tools\nResponsible for handling Salesmen and Manager inquiries for equipment and work tools in a timely manner\n\nProvide quotes, pricing information and availability dates\nRespond to inquiries concerning specifications and technical matters\n\n\nResponsible for maintaining our relationships with other Caterpillar dealers in order to locate and trade new equipment\nResponsible for new equipment Predelivery/Preparation\n\nUse the Project Deliver workflow process for scheduling the Service Department to prepare sold and stock equipment.\nWork closely and communicate with Service to manage the flow of equipment efficiently and in a timely manner \n\n\nResponsible for creating and maintaining billing packets for each sale\n\nBilling Packets contain all cost and credit information associated with the deal\nCosts will include, but are not limited to warranty, marketing program credits, trade-in information, service agreements, work tools, freight and delivery charges\nAll costs will be recorded on a final Deal Sheet before invoicing\n\n\nResponsible for creating the Sales Orders for Invoicing \n\nVerify that all costs are included in the sale\nAdd the equipment and work tools to the sales order\nDeliver the Sales Order\n\n\nServe as backup to Sales Coordinators\n\n \nMINIMUM REQUIREMENTS:\n \nEducation:\nFour-year degree in Business or related field with one year specifically related work experience; or two-year degree in Business or related field with four years specifically related experience. \n \nWork Experience:\nRelated work experience should include inventory control/ordering, customer service, accounting practices and computer data processing/administering.\n \nPhysical:\nAbility to sit and utilize a Laptop/PC for extensive periods of time. Ability to communicate clearly in person, via telephone or email.\n \nOther:\nMust have excellent PC software skills, preferably with MS Windows and Office products\n \nThis job description is not intended to be all-inclusive. Your supervisor may request and assign you similar duties. Any major modification of this job role requires Human Resources approval. \n Apply

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