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Deal Team Coordinator

Deal Team Coordinator

HOLT CATSan Antonio, TX, US
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Deal Team Coordinator

The Deal Team Coordinator will assist more than 50 General Construction Sales Representatives with administrative tasks. These administrative tasks include the creation of the quote to managing the lifecycle of the quote to invoicing. The Deal Coordinator role is responsible for quoting and invoicing more than $330M of revenue. This role requires critical thinking skills, deep understanding of the construction / equipment industry.

The incumbent in this position is expected to model the following practices daily : 1) Demonstrate alignment with the company's mission and core business values; 2) Collaborate with key internal / external resources; 3) Participate in ongoing self-development.

Essential Functions :

  • Models, promotes, reinforces, and rewards the consistent use of HOLT's Values Based Leadership (VBL) tools, models, and processes to ensure alignment with our Vision, Values, and Mission
  • Responsible for quoting more than $330M for more than 50 General Construction Representatives.
  • Ensures accurate and timely processing of sales quotes to remove administrative constraints and maximize customer facing activities for the sales teams
  • Works safely always and adheres to all applicable safety policies; complies with all company policies, procedures, and standards
  • Requires regular and punctual employee attendance
  • Performs other duties as assigned

Knowledge, Skills, and Abilities :

  • Knowledge of Compact Construction, Earth Moving and Excavation equipment
  • Knowledge of construction equipment sales industry
  • Basic skills in Microsoft Office Excel, PowerPoint, and Word
  • Intermediate computer and related software application skills
  • Basic understanding of business accounting principles
  • Excellent oral and written communication skills
  • Exceptional organizational, time management, and multi-tasking skills
  • Strong critical thinking and problem-solving skills
  • Ability to work independently and as part of a team
  • Ability to meet deadlines and work under fast-paced, time constraining circumstances
  • Education and Experience :

  • High School diploma or equivalent required; Bachelor's degree in business administration, sales, or related field preferred
  • Up to two years of related experience preferred
  • Supervisory Responsibilities :

  • None
  • Travel :

  • Up to 10% travel may be expected
  • Physical Requirements :

  • To perform this job successfully, an individual must be able to perform each job duty and responsibility satisfactorily; Reasonable accommodations may be made to enable individuals with disabilities to perform job duties and responsibilities
  • This position involves extended periods in a stationary position
  • Occasional movement inside the office to access office machinery, file cabinets, etc.
  • This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines
  • This position frequently communicates with Sales Team, Marketing, and Finance Teams; Must be able to exchange accurate information in these situations
  • Occasionally moves or transports items weighing up to 10 lbs.
  • Work Environment :

  • This job is generally performed in a professional office, in environmentally controlled conditions
  • Frequently works at a fast pace with unscheduled interruptions
  • Disclaimer :

    Please note that the above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not to be interpreted as an exhaustive list of all responsibilities, duties, and skills required of the incumbents so classified. All incumbents may be required to perform duties outside of their normal responsibilities, as needed.

    Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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    Team Coordinator • San Antonio, TX, US

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