Strong organizational, time-management, and multitasking skills.
Knowledge of business accounting principles.
Computer proficiency and technical aptitude to use Microsoft Office products, Salesforce, the Dealer Business System, and other job-related software.
Ability to interact tactfully and courteously while maintaining a professional manner.
Ability to read and understand written information and ideas.
Ability to listen to and understand information and ideas presented through spoken words and sentences.
Ability to work independently and as part of a diversified team.
Regular and punctual attendance is required.
Must work safely and adhere to applicable safety policies, company policies, procedures, and standards.
Responsibilities
Prepare, plan, and follow up on IronPro and National Accounts agreements, including renewals, quoting assistance, organizing, billing through internal and external systems, documentation, and filing paperwork.
Model the company's mission and core business values, collaborate with internal and external resources, and participate in ongoing self-development.
Model, promote, reinforce, and reward consistent use of Holt's Values Based Leadership tools, models, and processes to support alignment with the company's vision, values, and mission.
Maintain IronPro agreements using Salesforce and the Dealer Business System.
Maintain an accrual account system to track customers' advance payments for services not yet rendered, separating regular service payments from IronPro service payments not currently tracked in the company's accounting system.
Manage interval billing through Contract Tracking.
Maintain a contract renewal plan with input from Product Support Sales Representatives.
Coordinate with other dealers on maintenance of out-of-territory machines.
Manage the lifecycle of Methods of Procedure, including drafting, reviewing, revising, and publishing them.
Open and close internal and external work orders using the customer portal for preventive, corrective, and warranty services.
Issue and receive purchase orders and maintain associated paperwork.
Assist with customer relations and service for current and potential IronPro customers.
Complete monthly commissions for CT and PM accounts.
Perform other duties as assigned.
Job Summary: This position is responsible for the preparation, planning, and follow-up of IronPro agreements and National Accounts agreements. Provides assistance on improving product support efficiencies and maximizing customer satisfaction. This includes agreement renewals, quoting assistance, organizing, billing using both internal and external systems, documentation, and filing of paperwork.
The incumbent in this position is expected to model the following practices daily:
Demonstrate alignment with the company's mission and core business values;
Collaborate with key internal/external resources;
Participate in ongoing self-development.
Models, promotes, reinforces, and rewards the consistent use of HOLT’s Values Based Leadership (VBL) tools, models, and processes to ensure alignment with our Vision, Values, and Mission
Maintains IronPro agreements using resources found in Salesforce and Dealer Business System
Maintains an accrual account system for the tracking of customers who make advance payments for services not yet rendered, thereby, separating regular service payments from IronPro service payments not currently chronicled in our existing company accounting system
Manages all “interval” billing through Contract Tracking
Maintains a contract renewal plan with input from PSSR’s
Coordinates with other dealers on maintenance of out of territory machines
Manages the lifecycle of Method of Procedures (MOPs) including the draft, review, revision, and publish phases
Opens and closes internal and external work orders utilizing customer portal for preventive, corrective, and warranty services,
Issues and receives Purchase Orders, maintains all associated paperwork
Assists with customer relations/service of our current and potential IronPro customers; Completes monthly commissions for CT and PM accounts
Requires regular and punctual employee attendance
Works safely always and adheres to all applicable safety policies; complies with all company policies, procedures, and standards
Performs other duties as assigned
Excellent oral and written communication skills
Exceptional organizational, time management, and multi-tasking skills
Knowledge of business accounting principles
Computer proficiency and technical aptitude to utilize various MS Office products, Salesforce, DBS, and other job-related software
Ability to interact with tact and courtesy and maintain a professional manner
The ability to read and understand information and ideas presented in writing
The ability to listen to and understand information and ideas presented through spoken words and sentences
The ability to work independently as well as part of a diversified team