Compact Equipment Spec

The Compact Equipment Specialist (CES) is a retail store-based, customer-facing equipment sales role located at a singular Cat Compact store. This position is responsible for greeting customers as they enter the store, engaging customers on the equipment lot, understanding their equipment needs, demonstrating equipment and attachments, and guiding customers through the buying, rental, financing, technology onboarding, and ownership process.

The CES serves as the face of the Cat Compact location and is often the first point of contact for walk-in customers, lot traffic, phone inquiries, web leads, rental customers, and referral opportunities. This role is not designed as a traditional outside sales territory position. The primary focus is creating an Easy. Engaged. Exceptional. retail experience that converts store traffic and inbound interest into compact equipment sales, rentals, and long-term customer relationships.

DO YOU HAVE WHAT IT TAKES?

WHAT YOU'LL DO:

• Greet and engage customers who enter the store, visit the equipment lot, call the location, or submit digital inquiries.
• Serve as the primary sales resource for walk-in traffic, inbound leads, rental customers, referral opportunities, and local prospects tied to the store.
• Meet customers at the door, in the showroom, or on the lot and create a professional, approachable retail buying experience.
• Conduct equipment walk-arounds, product demonstrations, attachment presentations, and feature comparisons.
• Help customers evaluate equipment options, attachments, technology features, financing alternatives, warranty options, service programs, and total ownership costs.
• Convert walk-in traffic, lot visits, phone inquiries, web leads, marketing leads, and rental customers into equipment sales opportunities.
• Prepare quotations, proposals, and sales presentations for compact equipment, attachments, allied products, and related solutions.
• Follow up on customer inquiries, quotes, demonstrations, and open opportunities with urgency and discipline.
• Drive adoption and customer onboarding of Caterpillar technology platforms, telematics solutions, digital services, and customer portals to improve ownership experience and customer engagement.

• Deliver a best-in-class customer experience by coordinating support across sales, rental, parts, service, technology, financing, and product support teams.
• Resolve customer concerns or coordinate internal resources for timely resolution.
• Educate customers on financing, warranties, maintenance programs, safety features, Caterpillar technology platforms, and ownership support solutions.
• Take an active role in assisting with retail merchandising, showroom presentation, equipment lot organization, signage, promotional displays, and customer experience initiatives.
• Support local store promotions, open houses, customer appreciation events, marketing campaigns, and community engagement activities.
• Partner with store leadership to improve customer flow, store traffic, lead conversion, retail presentation, and overall Cat Compact customer experience.

• Maintain expert knowledge of Caterpillar compact equipment, attachments, rental solutions, allied products, competitive offerings, and related customer applications.
• Stay current on industry trends, product developments, local market conditions, and compact equipment customer needs.
• Understand and communicate equipment safety features, operator-assist technologies, jobsite safety benefits, and safe operating practices to customers.
• Provide application recommendations that improve customer productivity, safety, utilization, and profitability.
• Promote Caterpillar technology solutions that improve equipment performance, utilization, maintenance visibility, and customer engagement.

• Manage customer information, activities, quotes, opportunities, and follow-up tasks within CRM.
• Maintain disciplined follow-up with store traffic, inbound leads, rental customers, marketing-generated leads, and digital inquiries.
• Track competitive activity and local market intelligence that impacts the store and nearby customer base.
• Collaborate with store leadership to identify local growth opportunities, retail process improvements, and customer experience enhancements.

• Work closely with Sales, Rental, Parts, Service, Product Support, Credit, Marketing, Technology, and Operations teams.
• Coordinate equipment availability,…