2019 JLG® for sale in Bobcat Enterprises, West Chester, Ohio

Employment Opportunities

The following positions are open at Bobcat Enterprises:

Job Title: Field or Shop Technicians - ALL LOCATIONS

Location: ALL LOCATIONS

Responsibilities:

Repair and maintain all equipment sold, rented and serviced at Bobcat Enterprises Cincinnati to include the following:

  • Diagnose mechanical, electrical and hydraulic problems on compact construction and utility equipment.
  • Correct problems using proven mechanical methods.
  • Check and re-fill equipment fluid levels.
  • Load and unload equipment.
  • Keep all rental equipment operating properly.
  • Use preventative maintenance techniques to avoid "breakdowns".
  • When cleaning equipment, look for loose or missing fasteners, parts, etc.
  • After cleaning equipment, thorough check operation of equipment.
  • Lubricate all moving parts properly with grease/oil.
  • Conduct routine equipment safety check
  • Provide excellent customer service, communicating with customers regarding the equipment's operation and repair.
  • Maintain a clean and safe working area and correct any unsafe conditions or practices.
  • Ensure that hazardous materials are handled appropriately.
  • Participate in developing policies and strategies to enhance the company's profitability and operating efficiency.
  • Marketing for the service department.
  • Carry out special assignment and other duties as required.

Qualifications:

  • At least two years mechanic experience
  • Knowledge of the equipment and their applications
  • Hydraulic repair experience
  • Strong problem solving and customer relations skills
  • Ability to work in a fast-paced environment and handle multiple tasks

Special Requirements:

  • Provide own tools
  • Able to perform heavy lifting, pulling and tugging
  • Constant use of shop tools which require motion and force
  • Work extra hours as needed.
Apply Today!

Job Title: Parts Counter Specialist

Location: Cincinnati

Duties include the following, with the main emphasis on Parts:

Responsibilities:

Duties include the following: 

  • Servicing call-in and walk-in customers by answering questions and placing and filling orders.
  • Check inventory levels on the computer and order parts for specific customer requests.
  • Create invoices for the customer parts purchase.
  • Communicating with mechanics regarding filling mechanic’s parts orders and posting these parts to the mechanic’s open work order.
  • Prepare work order paperwork for accuracy and forward the paperwork to the service department for final billing.
  • Assist in physical inventories as needed.
  • Handle shipping and receiving responsibilities, including putting away stock orders as needed.
  • Maintain display area.
  • Make parts sales calls to customers.
  • Locating stock in the warehouse to fill orders for customers and mechanics.
  • Other duties as required.
  • Assist Other Departments by:

    · Greeting and gathering information from customers of the Rental, Service, and Sales Departments as needed.

    · Assist these customers by taking messages and notes, passing along calls or messages/ notes to the appropriate individual, answering questions, and handling processes to the appropriate level of your knowledge in that department (e.g., giving rental rates, checking on equipment status, etc.)

    · Learn processes of these other departments as time permits to help and be a team player for other counter personnel and ultimately the company.


  •  

Qualifications:

  • Ability to work in a fast-paced environment and handle multiple tasks.
  • Reliable
  • Strong problem-solving and customer relations skills
  • Excellent oral and written communication skills
  • Strong computer skills
  • Knowledge of the parts and their applications is a plus
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of the job.

Apply Today!

Job Title: Steam Bay Attendant

Location: Cincinnati

Responsibilities:

Duties include the following: 

  • Wash equipment, maintain & clean steam bay & dig out and dispose of mud in steam bay pit.
  • Assist in maintaining the equipment yard(s) in an organized and neat manner.
  • Assist mechanics to diagnose equipment problems by operating / testing equipment.
  • Light equipment service to include greasing, fueling and checking fluid levels of equipment.
  • Assist with building maintenance.
  • Setting up or preparing the equipment for customer / rental including adding or changing attachments based on customer requirements.
  • Clean facility & grounds as needed.
  • Maintain display area.
  • Load and unload rental equipment utilizing customer methods of towing as well as the towing service Bobcat Enterprises contracts with. 
  • Prepare any paperwork associated with equipment (such as check sheets, listing qualities of the equipment and comparing the completed check sheet to the equipment condition upon its arrival / return to BEI).
  • Work directly with customers when loading and unloading equipment as well as when reviewing delivery instructions with the customer, including equipment operation, safety instructions and location of operating manual.
  • Communicate with the Service, Rental and other departments by way of a radio / phone to be worn throughout the workday.
  • Ability to work overtime on a need be basis a requirement.
  • Other duties as required.

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Qualifications:

  • Reliable and able to handle multiple tasks
  • Good communication skills
  • Strong problem solving and customer relations skills
  • Knowledge of the equipment and their applications a plus
  • Able to work in fast-paced environment.
  • Able and willing in various weather conditions
  • Continual pulling, tugging & bending
  • Able to perform heavy lifting daily - 50 lbs
  • Able to run equipment and machinery daily 
  • Able and willing to work outdoors in various temperatures and weather conditions.
  • Work extra hours as needed
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of the job.

Apply Today!

Job Title: Controller - Corporate

Location: Corporate
To manage the financial functions of the organization, including financial reporting as well as credit and collections, accounts payable, and accounting administrative personnel and activities. The Controller reports to and partners with the BEI President playing a critical role in developing and implementing a long-term strategy for the Company. The Controller also advises the management team, evaluating and assisting with financial plans and budgets, accounting information systems, financing, banking, investments, risk management, taxes, audits, financial strategic initiatives, and financial policies and procedures.
 

Responsibilities:

Duties include the following: 

  • Act as a true business partner to the President/Owner and senior management.
  • Lead and oversee the annual and long-term budgetary planning, process and implementation as well as continuously monitor progress and cost management.
  • Continuous refinement of financial reporting to assist the management team to analyze financial results through clear presentation of branch and company financial performance and its effect on business plans and strategies.
  • Work with managers to establish, monitor, and change financial objectives for continued success.
  • Assess organizational performance against the budget and long-term strategy.
  • Develop tools and systems which provide critical financial and operational information and ultimately provide
    actionable recommendations for improvement.
  • Engage team members around issues, trends, and changes in the operating model of the business.
  • Mentor, develop, and lead the accounting group, managing work allocation, training, periodic meetings, problem
    resolution, performance evaluation, and building an effective, productive and efficient team.
  • Maintain accurate financial records and financial controls to include the following:                                                                     -Oversee all accounts, ledgers, and reporting systems, ensuring compliance with appropriate Generally Accepted Accounting
    Principles (GAAP) and Regulatory / Compliance requirements. 
    -Manage cash flow and forecasting, developing a reliable cash flow projection process and reporting as well as financing and investments to maximize Return on Investment (ROI).
    -Proper reconciliation of accounts.
    -Ensure monthly accruals are adequate to handle yearly payments or yearly evaluation of various reserve needs (used inventory valuation issues, parts obsolescence, A/R reserves, etc.)
    -Manage fixed asset maintenance through electronic depreciation schedules.
    -Ultimately responsible for accurate preparation and timely distribution of BEI financial reports/information for inside and outside users.
    -Thoroughly learn BEI’s operating system (CDK) so that it can be utilized to its fullest accounting capacity by extracting and formulating financial information for analysis, management reporting, and improving processes and efficiencies.
  • Develop and maintain strong, professional working relationships with banks, outside financial consultants, independent external auditors, and legal counsel.                                                                                                                                                        -Optimize banking relationships and company standing and initiate appropriate strategies to enhance cash positions. 
    -Handle and negotiate with lenders to obtain or increase credit line(s) as needed.
    -Serve as BEI’s principal contact in providing cooperation and assistance in the completion of financial audits, including:
    -Ensuring certification of BEI’s financial statements for auditors
    -Providing information needed for their fieldwork.
    -Developing plans to correct deficiencies found in an audit
    -Ensuring corrections are made and maintained.
  • Direct the analysis and review of property and casualty insurance renewals, potential acquisitions, and contracts such as new branch locations, new dealer sales agreements, leases, etc.
  • Oversee, maintain and analyze the property and casualty insurance relationship and associated processes for cost savings and best results for the organization.
  • Maintain internal accounting control safeguards and assist in the coordination of all 3rd party audit activities.
  • Participate in the formulation of policies and strategies that will enhance BEI’s profitability and efficiency and help determine the financial impact/benefits of operational decisions.
  • Lead and conduct internal audits to ensure policy compliance including expense reports, payable checks / ACH, appropriate flow of cash to the bank, etc.
  • Other duties as required.

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Qualifications:

  • EDUCATION: Minimum. BS in Finance or Accounting; MBA and CPA or CMA a plus. 
  • A seasoned and mature leader with 6+ years of broad finance experience gathering and evaluating financial information and making actionable recommendations to senior leadership as well as managing accounting personnel and functions in a diverse business. 
  • Deep understanding and experience with GAAP and Variance Analysis. 
  • Extensive knowledge of spreadsheet and database software and highly developed computer skills. 
  • Mature, proactive, and hands-on leader with a desire to work in a dynamic environment. 
  • Effective communicator at all levels of the organization, with strong oral and written skills and a willingness to share information. 
  • A collaborative and flexible style, with a strong service focus on internal and external customer satisfaction. 
  • Strong analytical and problem-solving abilities, interpreting the strategic vision and transforming it into an operational model. 
  • Past experience with collections and payables management as well as company financial strategic planning. 
  • Quick- and forward-thinking individual with a strong results-oriented track record. 
  • Assertive self-starter with efficient time management skills. 
  • Industry knowledge is helpful. 
  • Professional and knowledgeable representative of BEI with a high energy level and strong customer service orientation. 
  • Impeccable reputation demonstrating integrity as an ethical and accurate financial professional. 
  • Consistently represent company values and present integrity the image of customer service first to employees, customers, vendors, and visitors. 
  • Exemplary attendance record with the priority to set work and personal schedules so as not to conflict with deadlines.
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of the job.

Apply Today!


 

Job Title: Rental Counter Specialist

Location: Cincinnati

Duties include the following:

Responsibilities:

  • Servicing call-in and walk-in customers by answering questions, providing assistance, and filling orders.
  • Communicating with mechanics on the availability of rental equipment.
  • Communicating with Rental Yard personnel regarding equipment set-up status
  • Tracking lost rentals and communicating with the Rental Supervisor.
  • Record insurance information for all five locations.
  • Filing closed rental contracts.
  • Checking rental fleet inventory against customer orders.
  • Creating rental tickets, delivery logs, and customer invoices.
  • Working with sales representatives to prepare demos and set up rentals.
  • Dispatching drivers on rental deliveries and pick-ups.
  • Make rental sales calls to customers.
  • Back up other counter personnel as needed.
  • Other duties as required.

  •  

Qualifications:

  • Ability to work in a fast-paced environment and handle multiple tasks
  • Reliable
  • Strong problem-solving and customer relations skills
  • Excellent oral and written communication skills, including professional

    telephone techniques

  • Computer literate and experience in PC/mainframe applications a plus
  • Knowledge of compact equipment and its applications is a plus.
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required for the job.

Apply Today!

Job Title: Operations Manager - Cincinnati, OH

Location: Cincinnati, OH

To continuously provide and instill in branch personnel Legendary Customer Service while meeting and exceeding sales and profitability goals. This position manages the parts, service, and rental operations as well as the activities of operations personnel.

Responsibilities:

  • Maintain an empowered employee branch team that has a primary focus on providing Legendary Customer Service.
  • Communicate with the branch team on a continuous basis to ensure that BEI/branch goals, policies, and procedures are understood, followed, and achieved.
  • Maintain a positive employee environment and favorable employee relations.
  • Work with the Region Manager and the BEI HR Dept to handle personnel concerns including recruiting, hiring, training, performance evaluations, disciplinary actions and terminations.  Early on in this role, no personnel action is to be taken without the knowledge and approval of the Region Manager.
  • Manage branch business metrics per BEI guidelines.
  • Manage branch equipment inventory levels in coordination with the BEI Wholegoods Inventory Manager.
  • Conduct Oversee quarterly wholegoods physical inventory and monthly cycle counts (parts inventory).
  • Develop and maintain business relationships in the branch trade area to promote Bobcat Enterprises, Inc.
  • Maintain positive relationships with suppliers.
  • Report daily operations to the Region Manager.
  • Maintain and control branch facilities, building maintenance and security systems. 
  • Be on call to during off hours to come to branch in case of an emergency and handle customer concerns.
  • Review and appropriately handle reporting data to include:  P&L, Absorption Worksheet, commission statements, other accounting data, payroll & HR reporting, Market share, Lost Order, Service Work in Process, Technician efficiency and other reports.
  • Work closely with Sales Management of branch regarding sales activities…
  • Assist with the coaching and training of sales team
  • Review market share reports and visibility data with Sales Manager and assist “where needed” or “in determining customer’s current and future needs along with volume potential.”
  • Participate in the formulation of policies and strategies which will enhance BEI’s profitability and operating efficiency.
  • Be the Branch problem solver on operational matters, consulting with Region Manager prior to final resolution, particularly on high-level or mor serious issues.
  • Maintain facility including cleanliness, organization, security, grounds and displays.
  • Follow safety rules and correct unsafe conditions or practices in his/her area.  Complete Accident Reports when required.
  • Cover for Branch personnel and maintain a continual presence on the Branch Counter.
  • Other duties as required.

Qualifications:

  • Bachelor’s degree preferred or documented equivalent work experience and knowledge.
  • At least five years of supervisory / management. Industry experience is a plus. Previous sales experience helpful.
  • Proven leadership and excellent problem-solving skills.
  • High level of interpersonal skills to handle sensitive and confidential situations as well as to interact and communicate with individuals at all levels of the organization.
  • Highly organized with great attention to detail.
  • Good at establishing priorities and meeting deadlines.
  • Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple tasks and demands.
  • Proficient at computer work.
  • Able to climb onto and operate/demonstrate equipment as needed.
  • Able to travel to other branches or for BEI business as needed (approximately 10% of the time) 
 
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of the job.

Apply Today!

Job Title: Operations Manager - Walton, KY

Location: Walton, KY

To continuously provide and instill in branch personnel Legendary Customer Service while meeting and exceeding sales and profitability goals. This position manages the parts, service, and rental operations as well as the activities of operations personnel.

Responsibilities:

  • Maintain an empowered employee branch team that has a primary focus on providing Legendary Customer Service.
  • Communicate with the branch team on a continuous basis to ensure that BEI/branch goals, policies, and procedures are understood, followed, and achieved.
  • Maintain a positive employee environment and favorable employee relations.
  • Work with the Region Manager and the BEI HR Dept to handle personnel concerns including recruiting, hiring, training, performance evaluations, disciplinary actions and terminations.  Early on in this role, no personnel action is to be taken without the knowledge and approval of the Region Manager.
  • Manage branch business metrics per BEI guidelines.
  • Manage branch equipment inventory levels in coordination with the BEI Wholegoods Inventory Manager.
  • Conduct Oversee quarterly wholegoods physical inventory and monthly cycle counts (parts inventory).
  • Develop and maintain business relationships in the branch trade area to promote Bobcat Enterprises, Inc.
  • Maintain positive relationships with suppliers.
  • Report daily operations to the Region Manager.
  • Maintain and control branch facilities, building maintenance and security systems. 
  • Be on call to during off hours to come to branch in case of an emergency and handle customer concerns.
  • Review and appropriately handle reporting data to include:  P&L, Absorption Worksheet, commission statements, other accounting data, payroll & HR reporting, Market share, Lost Order, Service Work in Process, Technician efficiency and other reports.
  • Work closely with Sales Management of branch regarding sales activities…
  • Assist with the coaching and training of sales team
  • Review market share reports and visibility data with Sales Manager and assist “where needed” or “in determining customer’s current and future needs along with volume potential.”
  • Participate in the formulation of policies and strategies which will enhance BEI’s profitability and operating efficiency.
  • Be the Branch problem solver on operational matters, consulting with Region Manager prior to final resolution, particularly on high-level or mor serious issues.
  • Maintain facility including cleanliness, organization, security, grounds and displays.
  • Follow safety rules and correct unsafe conditions or practices in his/her area.  Complete Accident Reports when required.
  • Cover for Branch personnel and maintain a continual presence on the Branch Counter.
  • Other duties as required.

Qualifications:

  • Bachelor’s degree preferred or documented equivalent work experience and knowledge.
  • At least five years of supervisory / management. Industry experience is a plus. Previous sales experience helpful.
  • Proven leadership and excellent problem-solving skills.
  • High level of interpersonal skills to handle sensitive and confidential situations as well as to interact and communicate with individuals at all levels of the organization.
  • Highly organized with great attention to detail.
  • Good at establishing priorities and meeting deadlines.
  • Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple tasks and demands.
  • Proficient at computer work.
  • Able to climb onto and operate/demonstrate equipment as needed.
  • Able to travel to other branches or for BEI business as needed (approximately 10% of the time) 
 
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of the job.

Apply Today!

Job Title: Territory Manager

Location: Louisville

Promote and sell products and services provided by Bobcat Enterprises (BEI). Employee will prospect, negotiate and close equipment sales and services through inbound sales leads, prospecting, telemarketing, fairs/shows, mailings, and other marketing tools. Employee will provide Legendary Customer Experiences to customers and prospects at all times.

Responsibilities:

  • Cold call/canvassing and negotiating with customers and prospects.
  • Generate leads by visiting prospective and established customers and making presentations.
  • Prepare professional quotations utilizing tools provided by BEI.
  • Conduct demonstrations of equipment for customers and prospects (i.e., show and run equipment and briefly familiarize [not train] customers to run for a potential sale.
  • Deliver equipment (when required) and give operator familiarization/instruction [not training] upon delivery.
  • Structure financing and submit credit applications to approved vendors.
  • Work with Sales Administration to complete the sales documents.
  • Cross-selling other BEI products and services including Planned Maintenance, Rental, and Training.
  • Forecasting future sales and maintaining expected market share in assigned territory.
  • Timely submission of all completed sales paperwork.
  • Monitor activities of competitors and report relevant information to the Branch.
  • Use Goldmine on a daily basis to document, monitor, and manage sales activity.
  • Complete no less than 80% of available manufacturer online training courses and 100% of new product introduction training.
  • Work at assigned trade shows, fairs, events, and other activities.
  • Demonstrate leadership in maintaining positive working relationships with all other Branch Departments.
  • Cover walk-in and call-in traffic at the Branch as requested.
  • Other duties as required.
 

Qualifications & Requirements:

  • Bachelor’s degree or equivalent work experience
  • Minimum: Three years of sales or service experience with a proven ability to sell and a track record of success
  • Preferred: At least six years of a proven track record in sales.
  • Strong customer relations and communications skills particularly selling and closing skills
  • Knowledge of and ability to operate the equipment.
  • Excellent problem solving, organization, and record-keeping abilities.
  • Ability to accurately complete paperwork.
  • Proactive attitude toward personal development and teamwork.
  • Highly self-motivated self-starter who reaches goals and develops new business.
  • Computer literate and familiar with Microsoft Office as well as Contact Management System(s).
  • Be a positive and ethical representative for BEI.
  • Must be insurable as a driver with BEI.
  • Must be able to pass a DOT physical.
  • Deliver and operate industrial equipment in a safe manner
  • Ability to comfortably sell at various job sites in all types of weather.
  • Participate in retail events and trade shows as needed.
  • Work evenings and weekends when necessary.
Apply Today!
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required for the job

Inside Sales

Location: Walton, KY

Covering all aspects of inside sales, working with call-in and walk-in customers to include the following duties:

Responsibilities:

  • Function as the lead sales representative for the Bobcat Tractor line of equipment.
  • Match customer requirements to equipment applications and quote prices to call-in and walk-in customers.
  • Review yard inventory to match customer needs
  • Demo equipment for customers, i.e., show equipment, run the equipment and briefly train customers to run for a potential sale.
  • Process sales paperwork to include the report of sale, which would be completed for a walk-in sale or as requested by outside sales representative.
  • Check inventory levels for availability on CDK.
  • Assist outside sales staff in all aspects of the sale.
  • Handle Rental Purchase Transactions, which work similarly to a rent-to-own agreement.
  • Process Lead forms to sale representatives.
  • Work additional hours and duties as required.
 

Qualifications & Requirements:

  • One to two years sales or service experience
  • Knowledge of the equipment preferred
  • Strong customer relations and communications skills
  • Excellent problem- solving abilities
  • Computer literate
Apply Today!
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required for the job

Sales Coordinator

Location: Louisville & Elizabethtown (off-site)

Timely and efficient support of the sales staff to process sales contracts, credit applications, and sales/finance reporting. Manage the receiving, warehousing, and movement of materials activities. Transport and load/unload equipment/attachments as required in a safe manner in accordance with BEI policy. Maintain accurate inventory records.

Maintain appropriate inventory levels per sales forecasts. Manage the Report of the Sale process through the following:

Responsibilities:

  • Check the Report of Sale for accuracy after approval by the Operations/Branch/Region Manager.
  • Get approval from the Finance Company if applicable.
  • Communicate with Inventory Control to acquire Control Numbers.
  • Process Report of Sales by inputting customers in Intellidealer and GoldMine systems, writing customer numbers on

    Report of Sale, and verify tax is correct.

  • Coordinate with the salesperson to correct any ROS problems including functioning as a liaison between the

    Accounting Department and the salesperson to negotiate credit limits.

  • Work with Inventory Control to ensure:

    · Needed equipment is pulled, including transfers.

    · All needed work orders are created for in-stock equipment including a listing of required parts to get equipment through the service shop.

  • If a machine must be ordered, order the required parts for the equipment.
  • Have the machine run through the shop for prep and cleaning prior to customer delivery.
  • Liaison between the sales department and the finance company.
  • Preparation of contracts for financing.
  • Preparation of invoicing for purchased equipment.
  • Prepare all applicable rebate invoices as well as proceeds invoices. 
  • Prepare delivery reports for all new Serialized equipment. 
  • Complete ETR Reports for all Serialized equipment. 
  • Send in Delivery Reports for all Serialized equipment.
  • Create sales packets including customer invoices, finance documents, Bobcat Promise, Planned Maintenance, and

    any needed warranty information.

  • Apply for any applicable rebates from the manufacturer and verify payment of rebates.
  • Apply for the warranty on all Toro equipment.
  • Verify all returned finance docs are correct and send them to the financing company.
  • File all paperwork in the customer file.
  • Follow the deal on the back end (if financed) to verify BEI is funded correctly from the finance company.
  • Prepare the weekly sales reports of pending deals and sold equipment for the Operations/Branch/Region Manager.
  • Work with the Accounting Department to reconcile both finance company proceeds as well as discount requests on sales.
  • Coordinate and expedite demo requests once approved by Operations/Branch/Region Manager.
  • Print demo request and have the machine run through the shop for prep and cleaning prior to the demo.
  • Assist with a physical inventory count.
  • Coordinate with BEI sales reps the overseeing customer pickup of products at our yard.
  • Carry out special assignments and/or perform other duties; prepare reports and analyses as requested or required including but not limited to Back-up Inventory Control Specialist, Company-wide Bobcat, and Toro rebate reconciliation, and Send Louisville / Elizabethtown branch sales customer thank-you gifts.
  • Other duties as required.
 

Qualifications & Requirements:

  • Associates Degree
  • Previous inventory and accounting experience. At least two-year industry experience understanding BEI equipment and their applications.
  • Strong oral and written communication skills.
  • Excellent problem-solving abilities.
  • Focused on accuracy
  • Ability to thrive in a fast-paced environment.
  • Assertive self-starter
  • Able to consistently meet deadlines
  • Excellent computer skills including Microsoft Word and Excel.
  • Able to go outside if needed to check on the availability of equipment.
  • Be flexible with time, including working extra hours as needed, particularly during end-of-month and end-of-year peak sales times.
Apply Today!
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required for the job

Sales Coordinator

Location: Louisville, KY

Timely and efficient support of the sales staff to process sales contracts, credit applications, and sales/finance reporting. Manage the receiving, warehousing, and movement of materials activities. Transport and load/unload equipment/attachments as required in a safe manner in accordance with BEI policy. Maintain accurate inventory records.

Maintain appropriate inventory levels per sales forecasts. Manage the Report of the Sale process through the following:

Responsibilities:

  • Check the Report of Sale for accuracy after approval by the Operations/Branch/Region Manager.
  • Get approval from the Finance Company if applicable.
  • Communicate with Inventory Control to acquire Control Numbers.
  • Process Report of Sales by inputting customers in Intellidealer and GoldMine systems, writing customer numbers on

    Report of Sale, and verify tax is correct.

  • Coordinate with the salesperson to correct any ROS problems including functioning as a liaison between the

    Accounting Department and the salesperson to negotiate credit limits.

  • Work with Inventory Control to ensure:

    · Needed equipment is pulled, including transfers.

    · All needed work orders are created for in-stock equipment including a listing of required parts to get equipment through the service shop.

  • If a machine must be ordered, order the required parts for the equipment.
  • Have the machine run through the shop for prep and cleaning prior to customer delivery.
  • Liaison between the sales department and the finance company.
  • Preparation of contracts for financing.
  • Preparation of invoicing for purchased equipment.
  • Prepare all applicable rebate invoices as well as proceeds invoices. 
  • Prepare delivery reports for all new Serialized equipment. 
  • Complete ETR Reports for all Serialized equipment. 
  • Send in Delivery Reports for all Serialized equipment.
  • Create sales packets including customer invoices, finance documents, Bobcat Promise, Planned Maintenance, and

    any needed warranty information.

  • Apply for any applicable rebates from the manufacturer and verify payment of rebates.
  • Apply for the warranty on all Toro equipment.
  • Verify all returned finance docs are correct and send them to the financing company.
  • File all paperwork in the customer file.
  • Follow the deal on the back end (if financed) to verify BEI is funded correctly from the finance company.
  • Prepare the weekly sales reports of pending deals and sold equipment for the Operations/Branch/Region Manager.
  • Work with the Accounting Department to reconcile both finance company proceeds as well as discount requests on sales.
  • Coordinate and expedite demo requests once approved by Operations/Branch/Region Manager.
  • Print demo request and have the machine run through the shop for prep and cleaning prior to the demo.
  • Assist with a physical inventory count.
  • Coordinate with BEI sales reps the overseeing customer pickup of products at our yard.
  • Carry out special assignments and/or perform other duties; prepare reports and analyses as requested or required including but not limited to Back-up Inventory Control Specialist, Company-wide Bobcat, and Toro rebate reconciliation, and Send Louisville / Elizabethtown branch sales customer thank-you gifts.
  • Other duties as required.
 

Qualifications & Requirements:

  • Associates Degree
  • Previous inventory and accounting experience. At least two-year industry experience understanding BEI equipment and their applications.
  • Strong oral and written communication skills.
  • Excellent problem-solving abilities.
  • Focused on accuracy
  • Ability to thrive in a fast-paced environment.
  • Assertive self-starter
  • Able to consistently meet deadlines
  • Excellent computer skills including Microsoft Word and Excel.
  • Able to go outside if needed to check on the availability of equipment.
  • Be flexible with time, including working extra hours as needed, particularly during end-of-month and end-of-year peak sales times.
Apply Today!
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required for the job
AppLy now