Retail Sales Rep, Product Support
Listed on 2026-07-13
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Sales
Retail Sales, Director of Sales
Retail Sales Rep, Product Support
The Retail Sales Representative is responsible for selling Caterpillar Equipment, technology, and/or services value while driving market share growth and maintaining Western States' top quartile rankings with Caterpillar. This position is a trusted consultant to our valued retail customer when making equipment buying decisions. Duties include execution of sales processes and strategies in selling dealer support and machine performance to new & existing customers within the assigned region.
This position will build and maintain customer relationships with owners, principals, and stakeholders in order to provide solutions in initial investment and continued usage of Caterpillar Equipment and the products and services of Western States Equipment. The Retail Sales Representative role is executing sales and growing market share at a fast pace in the retail sector.
SUCCESS AT WESTERN STATES:
Western State's culture is based on passion for our Vision, Mission, and VALUES. We are fiercely committed to SAFETY and sending every employee, safely home, every day. We strive for EXCELLENCE in all we do and are proud to be a "play to win" organization. We act with INTEGRITY in each and every decision we make. Our People and TEAMWORK drive a fun and engaging culture.
We are ACCOUNTABLE as individuals and as an organization.
ESSENTIAL FUNCTIONS:
- Actively cares, promotes, manages, and advocates safety at Western States. As a leader and team member in the organization, it is critical to ensure all employees, vendors, and clients have a safe work environment while adhering to all applicable safety policies, procedures, and standards.
- Maintains clean/clutter free personal work areas to ensure safe environments for all WSECO employees.
- Adhering to required personal protective equipment (PPE) as identified in safety policy.
- Drive and maintain a company vehicle.
Customer Service and Sales Strategies
- Identifies and calls on all customers and potential customers of Caterpillar for new, used, or traded equipment within the assigned territory.
- Maintains call quantity and quality to ensure the development of a positive relationship with each customer.
- Develops and maintains the skills necessary to sell a premium priced product. In addition, maintains product knowledge on Caterpillar and Western States products.
- Identifies customers' needs in order to develop an effective solution utilizing Caterpillar Equipment products and Western States services.
- Advocates and influences additional offerings from Western States that are complimentary to Caterpillar Equipment. Collaborates with other departments within Western States' Product Support, Cat Rental Store, and Engine Group in a cooperative and effective manner.
- Maintains high level of velocity and quick response times to ensure positive customer experiences.
Communication and Cross Functional Teamwork
- Conducts product presentations to customer groups and or operators.
- Maintains knowledge of industry trends and latest in machine technology offerings.
- Embraces integrity, quality and responsiveness to customer needs to ensure satisfaction across divisions Sales, Service, Parts, Worksite Solutions, and Rental.
- Communicates the needs and concerns of the territory stakeholders, internal and external to ensure resolution is found.
- Understands and uses offerings from Cat Financial or other finance companies.
- Adheres to all customer care standards.
- Work within and promote corporate vision, mission, and values of the organization.
- Promote other division priorities and communicate the value– CVA, Digital Adoption, Technology Activation, Extended Coverages etc.
- Performs other duties as assigned.
Strategic Planning and Process Management
- Engages in AX/365 CRM systems to actively and accurately document Opportunities and forecasting.
- Strategically works with Sales Operation members to drive velocity and accuracy of quotation and forecasting.
- Oversees customer's purchasing journey to provide an opportunity to gain insights on customer behavior, responds with appropriate actions, and expedite to close.
- Routinely reviews sales funnel health through KPIs such as opportunity age,…
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