Specialist - Sales & Financial Operations

About this role

Description Position Summary The Sales and Financial Operations Specialist supports and facilitates the complete sales operations process for an assigned team of Sales Representatives. The role requires a strong understanding of cost analysis and its impact on company profitability, and balance with market share considerations. The role is a collaborative partner capable of interfacing across multiple divisions and departments within the organization

Position Duties/Responsibilities Primary Responsibilities : Sales Enablement & Financial Support 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

Manufacturer & Compliance Coordination 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. Inventory & Asset Management 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. Sales Process Execution 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). Accounting & Financial Adjustments Perform accounting adjustments, including reserves and customer credits, as needed. Review a

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