Sales and Warranty Administrator
New Yesterday
Summary
The Sales & Warranty Administrator provides administrative support to the Construction Division sales team by managing RPOs, warranties, invoicing, and equipment documentation. This role ensures accurate processing and reporting in coordination with sales and accounting.
Essential Functions
Process and invoice auction sales, RPOs, inspections, sold warranties, and related transactions.
Calculate and prepare RPO payoff documents.
Receive machines into inventory in DBS.
Transfer rental machines in DBS and claim corporate subsidy as needed.
Enroll and quote machine warranties.
Submit and settle warranty claims.
Reconcile warranty bot, warranty account, TTM report, WMS Undercarriage report, and related accounting reports.
Prepare and distribute RPO Reports and Missing RPO Doc Report monthly.
Submit claims for corporate RF transfers.
File UCCs with the Secretary of State for RPO equipment and terminate UCCs as needed.
Communicate with sales, service, and accounting teams to ensure smooth processes.
Update annual warranty pricing download.
Review invoiced deal Delivery Service Records and update with serial number.
Support internal audits and compliance with corporate policies.
Other duties as assigned.
Supervisory Responsibilities
This job has no supervisory responsibilities
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable qualifying individuals to perform the essential functions.
Education and/or Experience
High School graduate or equivalent. College degree preferred but not required
Must have three to five years administration experience
Must have attention to detail and organized.
Must establish and maintain positive relationships with Caterpillar
Must have strong sense of urgency
Must work independently and be self-starter.
Above average computer skills, including experience in Microsoft Office and common CRM suites
Must exhibit a Team Player approach to the Sales team
Strong verbal skills
Computer Skills
Strong working knowledge of MS Office products (MSWord, EXCEL,
Sales/customer database experience
Language Skills
Excellent communication skills including verbal, non-verbal, written and listening skills
Mathematical Skills
Excellent math skills are required
Workplace Requirements
The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Physical Demands
While performing the duties of this Job, the employee is regularly required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is frequently required to sit. The employee must frequently lift, carry, push, pull and /or otherwise move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus.
- Location:
- Charlotte
- Job Type:
- FullTime
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