Equipment Sales Coordinator

AXIS 1: ORGANIZATION OF SALES COORDINATION

• Analyze the sales contract received.
• Identify equipment and options sold.
• Identify and clarify grey areas in the sales contract.
• Locate equipment.
• Determine the Sales Preparation Branch.
• Update the sales order in the system.

AXIS 2: IMPLEMENTATION OF SALES COORDINATION

• Allocate Equipment in Sales Order.
• Update notes.
• Create PO links.
• Request the purchase of non-existing equipment.
• Ask the court department to reserve the attachments.
• Make the required transfers between branches.
• Ask for the return of a leased machine (if applicable).
• Draft guidelines for sales preparation.
• Communicate sales preparation instructions to the department.
• Coordinate the transfer of the TAG tracking system of the sold machines.
• Reach out to the customer a couple of weeks prior to delivery to confirm the essential details of the agreement, focusing particularly on the specified date.
• Establish a strategic stance with the customer concerning the machine’s availability and the demanding timeline for the service.
• Cultivate a sense of urgency with the customer to promptly secure the machine, mitigating any potential delays on their end.

AXIS 3: MONITORING OF SALES ORDER

• Obtain the projected completion date for service readiness.
• Obtain the projected date for the release of funding.
• Track pertinent metrics and observe shifts in data.
• Identify bottlenecks.
• Address and escalate bottlenecks (Issues hindering invoicing for the current month).
• Coordinate the relevant departments to swiftly address bottlenecks, facilitating the delivery/invoicing of the equipment.
• Update all the fields of the sales order based on the information collected.
• Inform the customer of a significant change.
• Process changes to transactions along the way and update the order.
• Cancel a sales order.
• De-allocate equipment from the sales order.
• Notify the relevant department about the cancellation of the transaction .

AXIS 4: DMS PROCESS, PRODUCTION PLANNING (weekly cycle)

• Update sales preparations with service departments.
• Update the sales files (financing component) in coordination with the financing department.
• Update the ‘customer’ details with the sales department and determine if there are any restrictions on the customer within the sales process.
• Update the equipment ordered with the equipment department (‘Procurement’ section).
• Update scheduled deliveries and pickups.
• Update all sales orders in the system.
• Attend the production planning meeting and discuss or clarify any challenging files.
• Respond to queries from management.
• Revise sales orders according to the decisions and information obtained during the production meeting.

AXIS 5: PLANING OF THE DELIVERY/PICK-UP OF SOLD EQUIPMENT AND THE RETURN OF TRADE-INS

• Gather the necessary information for equipment delivery and adjustments.
• Communicate directly with the customer as needed.
• Generate a demo request in salesforce (if applicable).
• Generate a Transport Alert for the Logistics Department.
• Generate and send a pick ticket to the Yard Department for a customer pickup.
• Process deliveries to ports.
• Update Sales Order.

AXIS 6: AFTER-SALES COORDINATION

• Execute the procedure to conclude RPOs with the sales, financing, and leasing departments.
• Process equipment trade-ins.
• Dealing with RMAs.
• Address reported issues: coordinate with the relevant departments to resolve the problem.

AXIS 7: SALES SUPPORT

• Continuously train reps on the sales coordination process.
• Compile the daily transaction file for each sales representative and share it with them.
• Answer sale representatives’ questions about their transactions.
• Convene with your sales representative team twice a year in person to enhance processes and communication.

AXIS 8: DEPTARTMENTAL EQUIPMENT SUPPORT AND CONTINUOUS IMPROVEMENT

• Participate in the monthly meetings of the Equipment Department.
• Support colleagues who are not in the coordination role as needed.
• Engage in developing and maintaining performance metrics tailored to sales coordination.
• Suggest ideas for ongoing enhancement of the sales coordination process.

• Salary based on your experience.
• Work in hybrid mode.
• Telemedicine service from day one (Telus Health).
• Group insurance paid at 75% by Manulift.
• Group RRSPs and DPSPs.
• Participation in team activities, recognition evenings and family days.
• Amount allocated for physical activity.
• Collaborative leadership.
• Generous referral bonus of up to $ 5000 depending on the position.