Patten CAT Inside Sales Representative, Rental in Wauconda, Illinois
PURPOSE AND SCOPE:The purpose of this position is to provide operational and sales support for the development of rental for the Cat®Rental Store. As Dealers start and grow their rental businesses, they will face different sets of challenges, which will require different types of support. The role of the Inside Sales Representative, Rental is to develop an understanding of the support needs of the customer for the Cat Rental Store and initiate plans to address those needs. To be effective the Inside Sales Representative, Rental must establish an understanding of the objectives and accountabilities below.
OBJECTIVES & ACCOUNTABILITIES (including, but not limited to):
Open branch for business prior to hours of operation each day.
Answer 100% of incoming calls within 3 rings. Phone logs filled out completely and consistently.
Before closing branch:
100% of billings for that day are completed
100% of deliveries for the next day are logged and written in order
Phones are turned over to the Answering Service
Security system is enabled, and branch doors/gates are locked
On a daily basis, check for credit limit violations on 100% of rental reservations to credit customers and acquire credit approvals as required.
100% of credit applications to be checked for accuracy and completion before forwarding to credit for processing.
100% of Rental Agreements will be completed in the following manner:
Full company name and address
First and last name of company contact
Date ordered / date rental begins / estimated return date
PO# required complete directions (job name / job address)
Special equipment needed
Fire, Theft and Vandalism
90% of all Rental Agreements to have customer LDW/FTV endorsement and contract acceptance signature at all times.
100% of inventory to be accounted for at all times.
Computer accuracy kept up daily
Deliveries, pickups, swaps, non-revenue movements etc. documented in a timely fashion.
Learn and know competitive pricing and tendencies.
100% of all applicable refueling fees to be charged back to customer.
100% of assigned reports to be completed by required time.
Lost rent report, substitution log and delivery log completed each day and cc: The Branch Manager. Input from Sales Representative also required. Discuss daily.
Counter must have equipment specifications (literature) and current prices for rental, new and used equipment. Information is to be updated once per month.
Must understand and be able to effectively explain the company’s LDW/FTV policy.
Must understand and be able to effectively communicate equipment applications and key performance specifications.
Counter and show room floor area are to be kept clean and orderly. Dress neatly and present a professional appearance in keeping with the company image.
Perform 20 telemarketing calls per week.
Complete 100% special assignment or projects from Branch Manager by required time.
Follow established procedure to communicate with service dept. on equipment related issues.
Communications skills are essential to the success in this position.
Discusses customer needs, suggesting the most suitable and safe equipment for the application.
Works closely with all personnel to ensure customer satisfaction.
Promotes add-on sales and sells merchandise items from the rental store.
Is a source of information to customers about related equipment and services available in the local market area?
Asks questions about delivery conditions such as dock heights, narrow streets, etc.
Notifies customer immediately if there are any delivery delays.
Follows up on all overdue rental contracts.
Understands usage and applications of all rental equipment and services offered.
Must have thorough knowledge of “common” equipment failure problems and how to resolve them.
Must recognize difference between similar products and the advantages / disadvantages of particular applications.
Must have working knowledge of construction phases to properly advise applications.
Open and close work orders for rental technicians.
Equal Opportunity Employer M/F/Disabled/Vets
Physical Requirements/Working Conditions
PHYSICAL REQUIREMENTS/ENVIRONMENTAL CONDITIONS:
“C” Constantly (6-8 hrs/day), “F” Frequently (3-6 hrs/day), “O” Occasionally (up to 3hrs/day), or "NA" if not applicable.
Up to 25 lbs.
Up to 25 lbs.
Up to 25 lbs.
Over 50 lbs
Over 50 lbs.
Over 50 lbs.
Subject to both inside and outside conditions
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Union or Non-UnionNon-Union
CompanyAltorfer Industries Inc.