Retail Operations Associate

Join the Carolina Cat Team

As a family-owned company under our fourth generation of leadership, we have built our business based on the principles of trust, integrity, and a desire to help our customers and employees succeed.

Since 1926, we've supported our communities by supplying equipment for critical infrastructure and commerce and by donating our time and resources to area nonprofits. We make smart investments in our company and continuously improve as part of our vision to be a trailblazing company that's built to last.

We're looking for hard-working, team-oriented professionals who enjoy working on new challenges every day. We believe our employees are the key to our success, and we're committed to providing a work experience that helps our team grow to their full potential.

Collectively, our employees work together to make a difference for our customers, our communities, and our company. Learn more about what it means to become a team member with Carolina Cat.

Summary

The Retail Operations Associate (ROA) is a key member of the Sales Operations Team, supporting the sales organization and new machine sales through both pre-sale and post-sale operational activities. The ROA supports multiple sales-ops workstreams, including new-sale finance administration, customer order-to-invoice execution, customer communication to close new machine deals, and ad hoc inventory administration.

This position follows a 4/10 schedule to support retail hours at Carolina Cat branches. The standard work week for the ROA will be Wednesday through Saturday. This is a hybrid role, with two days in the office and/or branch and two days working remotely. The expected days in office are Thursday and Saturday with remote work occurring Wednesday and Friday.

The Retail Operations Associate will report to the Director of Sales Operations.

Essential Functions

The ROA will operate in a variety of functions across the Sales Operations Team (other duties may also be assigned when necessary):

Invoicing Functions:

• Invoices machine sales for Carolina Cat's Construction Division
• Receives new and used equipment into Dealer Business System (DBS)
• Matches acknowledgements to orders and updates shipping status
• Produces documentations for Sales Reps (credit rents, sales analysis and back out/re-bills)
• Creates pro-forma invoices when necessary.
• Updates accounts payable with new machine information (book value, setup payment to CAT)
• Enters accounting adjustments in Dealer Business System at time of invoice
• Submits claims thru Cat Commercial Systems
• Receives and reconciles merchandising credits

Machine Enrollment Functions:

• Assists in the pre-delivery system enrollment of new machines by enrolling and managing machines in Caterpillar's Product Link & Conditional Monitoring systems.
• Updates machine ownership information within CAT systems and communicates changes with necessary external suppliers.
• Enrolls Travel Time & Mileage in DBS for new machine sales.

Finance Admin Functions:

• Collect customer payments via check and wire transfer
• Validate pricing and programs within the iQuote system and verify serial numbers for documentation packages
• Utilize CAT's CapitalStream system to review/submit credit applications, input deal information, add merchandising, and generate finance docs
• Review finance docs for accuracy, completeness, and compliance requirements
• Support sales representatives by addressing customer inquiries and providing timely assistance

Retail Functions:

• Greet and engage customers
• Qualify customer needs and route appropriately
• Provide basic product information and machine walk arounds
• Capture and manage customer data when needed

In addition to the responsibilities outlined above, the Retail Operations Associate will adhere to all customer care standards, interact with sales teams and customers through email, phone, text, and face-to-face interactions, and support all other duties and responsibilities for the Sales Operations team based on business needs.

Supervisory Responsibilities

This job has no supervisory responsibilities.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable qualifying individuals to perform the essential functions.

Education and/or Experience

• High School or GED
• Bachelor's degree related to field (office administration, retail, customer service)
• Strong analytical skills with the ability to interpret complex data and financial information.
• Proficient in Microsoft Excel and experience operating in a ERP system.
• Organizational and attention to detail attributes required.
• Strong communication and interpersonal skills with the ability to collaborate across divisions, customers, and vendors.

Workplace Requirements

The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical Demands

While performing the duties of this Job, the employee is regularly required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is frequently required to sit. The employee must frequently lift, carry, push, pull and /or otherwise move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus.

Work Environment

While performing the duties of this Job, depending on site location, the employee may be exposed to moving mechanical parts and equipment. The employee may occasionally be exposed to high, precarious places, fumes or airborne particles; outside weather conditions and vibration. The employee may occasionally be exposed to wet and/or humid conditions; toxic or caustic chemicals; extreme cold; extreme heat and risk of electrical shock. The noise level in some work environments is occasionally loud.

We are an Equal Opportunity Employer

We require all employees to treat all our employees and candidates as equals. All personnel actions are conducted in the spirit of equal employment. We're committed to recruit, train, promote and retain associates without regard to race, color, religion, gender, gender identification and expression, national origin, marital status, age, disability, genetic information, military status, sexual orientation or any other characteristic protected by applicable local, state or federal laws.

#CarolinaCAT

EEO/AA Employer. All qualified individuals are encouraged to apply.