MacAllister Machinery Co., Inc. ยท 1 day ago
Specialist - Sales & Financial Ops
Novi, MI
Full-time
Onsite
Mid Level
3+ years expMacAllister Machinery Co., Inc. is seeking a Sales and Financial Ops Specialist to support and facilitate the complete sales operations process. The role involves collaborating with Sales Representatives and manufacturers to manage financial operations, inventory, and sales processes effectively.
Manufacturing
Responsibilities
Present and recommend financing options to Sales Representatives and customers based on deal structure and customer needs
Negotiate credit terms that align with the interests of the customer, MacAllister, and financing partners
Accurately execute finance documents using the most advantageous programs to enhance profitability on each sale
Submit post-sale variance claims, open items, and new sales to all required manufacturers (e.g., CAT, Kubota) in accordance with their established criteria, including registration, scoring, and warranty documentation
Communicate with manufacturers to resolve outstanding issues and ensure timely processing of claims
Provide accurate and timely updates on machine and order availability
Collaborate with Asset Manager to maintain accurate electronic records of all machine and attachment inventories across the organization
Audit book values of machine inventory to ensure financial accuracy and compliance
Facilitate and coordinate the sales process among customers, Sales Representatives, manufacturers, and internal departments with sensitivity, speed, and accuracy
Invoice sales transactions and submit Gross Profit (GP reports to Sales Managers and Sales Representatives
Perform accounting adjustments, including reserves and customer credits, as needed
Review and submit post-sale variance claims with Caterpillar to ensure proper reconciliation and resolution
Ensure completion and accuracy of work orders on sold machines across all store locations
Partner with the Collections team to apply customer payments to the appropriate invoices
Convert Rental Purchase and Rental Purchase Option (RPO) contracts as needed
Generate detailed summaries upon request, including rentals billed, rentals paid, and analysis of work orders charged to the machine
Perform other duties as assigned by management
Qualification
Required
High school diploma or equivalent
3 years sales experience
Excellent communication skills, including verbal, written, listening and non-verbal skills
Strong product knowledge and its market with a strong respect for the Caterpillar influence
Strong organizational skills with attention to details
Strong computer skills
Strong financial knowledge including financial statements
Strong customer service skills
Ability to evaluate risk vs. reward and the financial ramifications of strategic decisions
Ability to use computer/business systems
Ability to manage change, conflicts and projects
Ability to exchange accurate information when speaking to customers, coworkers, and vendors
Preferred
Bachelor's degree in business
3 years machine sales experience
Company
MacAllister Machinery Co., Inc.
MacAllister Machinery Co. Inc. is a Caterpillar dealership supply and repair a wide range of high quality new, used, and rebuilt equipment.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Angela Knowlton
Chief Accounting Officer and Treasurer
Heather Boyer
Human Resources Business Partner
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