Customer Solutions Specialist at HoltCalifornia

Holt of California is proud to be part of the elite group of Caterpillar dealers worldwide. We sell, rent and service a wide-variety of equipment Including Large and Small Construction Tractors, Forklifts, and Prime/Stand-by-Power Generation.

THIS POSITION IS LOCATED IN PLEASANT GROVE CA.

POSITION SUMMARY

The Customer Solutions Coordinator will be responsible for supporting the Customer Solutions team for processes related to condition monitoring of customer fleets, service agreements for customers and rental fleet, opening and closing work orders, subscription maintenance for product link. This position will also dispatch technology technicians.    

QUALIFICATIONS REQUIREMENTS

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 individuals with disabilities to perform the essential functions.

ESSENTIAL FUNCTIONS

• Responsible for scheduling and dispatching technology technicians
• Manage subscription for newly sold machines and ensure compliance with data governance
• Create UCID’s for customer accounts
• Manage expired or expiring subscription contracts in contract tracking
• Resolve any discrepancies with machines/customers subscribing to VisionLink
• Assist customers with new enrollments in My.Cat.Com
• Support customers that have connectivity and reporting issues
• Manage unsubscribed assets within HOC territory (essential, basic, cat daily) in DSP
• Ensure customers currently subscribed to VisionLink have an active and open contract in contract tracking
• Research and verify correct service intervals, machine hours, machine location for service agreements
• Review auto renewals and enrollments for CVA agreements for all Internal and external fleets
• Open and Close work orders as needed
• Responsible for tracking PM/CM Tech Reports, Truck Inspections/90 BIT Inspection and Certifications
• Coordinate all service truck repairs for Supervisors
• Coordinate with sales team to ensure accuracy of subscriptions sold on new and used machines
• Support CMA and CVA Supervisors
• Other duties may be assigned

SKILLS & ABILITIES

• High level of organizational skills; excellent attention to detail; the ability to work closely and intensely with the top management as well as with minimal supervision.
• Excellent communication skills (oral and written), creativity, resourcefulness, and an internal/external customer service orientation are essential in order to communicate effectively with all levels of the organization as well as with outside clients.
• Ability to read, analyze, and interpret general information.
• Ability to write business correspondence, memos, and other material.
• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.
• Ability to fulfill the essential functions in a consistent state of alertness and safe manner.
• Must be a self-starter who is able to work with little direction and supervision.
• Ability to handle multiple tasks, time management, and be detailed orientated.
• Must be proactive and confident with a willingness to offer input and to contribute and defend ideas.
• A high level of proficiency required in MS Word, Excel, PowerPoint is required to perform the varied duties of this position.

EDUCATION AND/OR EXPERIENCE

High school diploma or general education degree (GED); or one to three years related experience and/or training, or equivalent combination of education and experience.

CERTIFICATES, LICENSES, REGISTRATIONS

Must have a valid class C driver license and a clean DMV report.

PHYSICAL DEMANDS

The physical demands 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.

While performing the duties of this job, the employee is regularly required to use hands and fingers to handle and feel objects, tools, controls and to reach with hands and arms.  The employee is also regularly required to talk and hear.  The employee is occasionally required to stand, walk, and sit.

The employee must regularly lift and/or move up to 10 pounds, frequently lift and/or move up to 50 pounds.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

While performing the duties of this job, the employee is occasionally exposed to fumes or airborne particles.

The noise level in the work environment is usually moderate to loud.

COMPENSATION

Pay Range: $23 - $26 Hourly

Wage depends on knowledge, skills and ability to perform the responsibilities of the job.

Competitive hourly rate of pay with excellent company paid benefits including medical, dental, vision, life insurance, long-term disability, 401(k), profit sharing, nine paid holidays, paid vacation, and paid sick time. Career advancement opportunities and ongoing professional development.

Apply at careers.holtca.com

Holt is an Equal Opportunity Employer M/F/V/DV. Holt provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, age, national origin, physical or mental disability, all applicable veteran status or disabled veteran status.

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Education

Required

Licenses & Certifications

Preferred