Key Account Coordinator – Cat Rental Store

Primary Job Role

• Serve as the primary contact for key rental customers and Caterpillar national accounts, handling high-volume communications via calls, emails, texts, and customer portals.
• Manage rental leads and requests through the customer rental portal, including assigning leads, setting up rentals, processing service requests, and maintaining rental agreements. Coordinate and deliver training for key accounts on using the customer rental portal effectively.
• Support Caterpillar national account customers with customer growth, implementation, and issue resolution, collaborating with other Caterpillar dealers as needed.
• Follow up on outstanding accounts receivable and maintain regular contact with key and national accounts based on their communication preferences.
• Generate and qualify rental equipment leads, forwarding them to the appropriate Account Managers to support sales efforts within Cat Rental Stores.
• Link contracts to the rental ERP system and ensure accurate integration with the National Account Portal.
• Maintain regular customer contact, aiming for 50 calls per week, and meet with rental clients as needed based on account requirements.
• Act as the primary customer contact while setting and achieving monthly and yearly goals to support continuous improvement and company success.
• Collaborate with internal teams to increase market share, improve customer service, and achieve company goals through continuous improvement initiatives.
• Perform other duties as assigned.

Safety fully supports, encourages and follows safe work behavior, and considers safety of paramount importance in the workplace.

Job Specific Skills Demonstrates the required depth and mastery of knowledge and skill associated with the job as identified in the Learning Management System (LMS) and other applicable sources. Demonstrates the effective application of the job specific knowledge, skills and ability required to resolve job related challenges in the workplace. Refer to job specific training requirements for the job identified in the LMS.

Coaching and Mentoring Inspires and empowers team members to excel, providing timely productive feedback and guidance to stretch beyond their comfort levels to achieve specific, measurable and challenging goals. Builds productive relationships with team members, conveying confidence and expressing genuine appreciation for team member contributions. Explains to team members the importance of the work they do.

Political Astuteness Understands how their roles, products, and services relate to and impact those of other work units. Properly identifies the real decision makers and the individuals who can influence them. Builds relationships with key players to gain support and get things done within ethical parameters. Uses knowledge of the organization and political climate to solve problems and accomplish goals.

Strategic Understands relevant industry and market trends. Develops and proposes a long-term strategy based on an analysis of the industry, marketplace and current and potential capabilities as compared to competitors. Anticipates potential problems and develops appropriate contingency plans. Conducts independent analysis in the creative search for new ideas or solutions.

Planning and Organizing Creates realistic schedules and follows them. Evaluates progress against schedule and goal. Identifies the sequence of tasks and the resources needed to achieve a goal, and prioritizes key action steps. Anticipates the impacts / risks of actions. Seeks and uses others' input about critical actions, timelines, sequencing, scope, methodology, expected outcomes, and priorities. Adjusts plans based on input.

Takes Initiative Takes appropriate action to resolve issues without requiring direction. Seeks out others involved in a situation to learn their perspectives. Makes difficult decisions in a timely manner. Is willing to make decisions in difficult or ambiguous situations, when time is critical. Assertive in a group when it is necessary to facilitate change, overcome an impasse, face issues, or ensure that decisions are made.

Results Oriented Has a strong sense of urgency and commitment to achieve desired results in the face of obstacles and frustrations. Remains focused, does not get bogged down in unnecessary detail. Identifies and utilizes the most efficient methods to successfully achieve tasks on time despite unforeseen events. Driven, maintains a sense of urgency and adjusts schedules as needed to achieve without sacrificing quality of work.

Adaptability Adapts to changing business needs, conditions, and work responsibilities. Adapts approach, goals, and methods to achieve solutions and results in dynamic situations. Recovers quickly from setbacks, and finds alternative ways to reach goals or targets. Open to different and new ways of doing things; willing to modify one's preferred way of doing things.

Personal Development Takes responsibility for personal learning and development by…