Equipment Sales Coordinator

  • Published 30 April 2024
  • Stoney Creek
  • Full time - Day
Based at our Hamilton branch and reporting to the Director of Equipment, the Equipment Sales Coordinator plays a key role within the organization with the mandate of coordinating equipment sales transactions through the Manulift network in Canada.
Working in close collaboration with the sales department, the financing department and the service department, the Equipment Sales Coordinator ensures that the equipment is gathered and prepared according to the terms of the sales contract and according to the customers requests and schedules.
He also supports the used equipment manager in various tasks: creation of machine tradein files, creation of sales sheets, distribution of used equipment on the web, monitoring of equipment on the web, etc.

We are the Canadian leader in telescopic forklifts and are experiencing a significant national expansion. Working at Manulift means joining a team of enthusiasts and seeing that your daily actions have a direct impact on the success of the company. We are known for providing innovative solutions that optimize the productivity and profitability of local businesses.

 

Department : Equipments

Main responsibilities

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.
Requirements and skills:
  • College diploma or university degree in a relevant field (administration, operations management, logistics or others);
  • Experience in the field of purchasing or sales;
  • Experience in the use of an ERP system;
  • Knowledge of heavy machinery or other related fields (trucks, automobiles, etc.) is an asset;
  • Bilingualism: Fluency in French and English, both oral and written;
  • Structure, organizational skills and proactivity;
  • Ability to manage multiple files simultaneously;
  • Sense of initiative and creativity;
  • Possessed of good emotional intelligence.
Why Manulift?
  • 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.

Do you fit the Manulift profile?

The strength of the Manulift family is based on values and a common vision shared by all employees. We hire people who, like us, aim for the highest standards of quality and want to always do better.

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The desire to advance and make an organization grow, to create a shared success and map out their career path.
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Dedicated to their team and their customers, prepared to get involved for the success of everyone around them.
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Makes the expected effort and more, is not afraid to get ahead of things in their tasks and everyday work, to propose new ideas and challenge the status quo.
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Ability to learn from others, to observe and, above all, to find their own solutions when necessary.
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Never gives up and seeks the best solution for themselves, their team and their customers.
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Thrives in their tasks and duties, wants to learn and grow to gain experience and knowledge every day.
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*Use of the masculine gender has been adopted in order to lighten the text and has no discriminatory intent.