Customer Service Representative

The Customer Service Representative will serve as an ISR (Inside Sales Representative) and will establish relationships, maintain contact, and increase sales and sales opportunities with Compact Construction Equipment (CCE), small to medium-sized customers and prospects, in an assigned territory. This individual will be the primary contact for potential new retail customers that contact the CAT dealer by phone, electronically (website request) or in person (walk‑in).

The CSR will also be responsible for growing parts and service sales, via phone calls, in an assigned territory. The CSR is responsible for presenting CAT dealer’s product offering and value proposition to retail customers with the objective of gaining customer orders for equipment / work tools / product support products. Spanish/English bilingual fluency is a plus.

• Maximize product support (parts & service) sales within an assigned territory
• Quote/Sell Compact Construction Equipment machines and attachments for walk‑in customers
• Maintain minimum call cycle of 15 product support customer calls per day
• Qualify prospects and develop leads for outside sales representatives
• Maintain accurate customer data records and customer equipment population
• Assist in collection of past due invoices
• Establish and maintain personal working relationships with customers and coworkers
• Inform customers on marketing promotions for sales and product support
• Collaborate with dealer marketing personnel to ensure adequate promotional signage, materials, etc. are visible, and current and in good condition
• Collaborate with yard personnel to ensure display machines / work tools are positioned correctly and display area is organized and clean
• Collaborate with Inventory Manager to ensure correct machines / work tools are on display – machines are clean including adequate quantities and variety of display models
• Ensure all display machines / work tools are visibly priced including any promotional pricing / offers
• Ensure all display signage is accurate and visible and in acceptable condition

• Required
• Microsoft Office: Intermediate
• Computer: Intermediate
• Selling: Advanced
• Parts Identification: Advanced
• Verbal Communication: Advanced
• Problem Solving: Advanced
• Relationship Building: Advanced
• Customer Service: Advanced
• Preferred
• Self Motivated: Intermediate

• Required: High School or Equivalent or better.
• Preferred: Bachelors or better.

• Required: Documented success in previous jobs is required.
• Preferred: Previous experience in outside sales, phone‑based sales, and a working knowledge of heavy equipment is preferred.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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