<p>PRIMARY FUNCTION:</p> <p>This position provides inside rental customer service support and various administrative operational duties including rental equipment billing & inventory coordination. Serves as a liaison between technical staff, sales representatives and customers.</p> <p>ESSENTIAL DUTIES:</p> <p>I. Customer Service- Percent Of Time Spent = 60%+</p> <ul> <li>Provide rental customers with quotes, availability, and delivery schedules. </li><li>Resolve customers' rental complaints and issues. </li><li>Monitors equipment rental schedule and contacts customer with any schedule updates, modifications or delivery issues. </li><li>Act as a liaison between departments and branches for rental equipment availability, transportation, and repair. </li><li>Informs sales and rental representatives of rental/sales fleet inventory, activity and rates. </li><li>Notify customers of equipment damage/loss within 24 hours. </li><li>Ensures customer's certificate of insurance is valid or that REP/RLP are invoiced. </li><li>Assists with collection of past due rental payments. </li><li>Builds relationship with extended CAT family (other dealerships). </li><li>Coordinate freight for Power Systems Service. </li><li>Responds to the needs of walk-in customers. </li><li>Supports after-hours on call and rotates with other personnel for on-call duty. </li></ul> <p>II. Administrative/Operational - Percent Of Time Spent = 40%+</p> <p>Equipment /Inventory</p> <ul> <li>Ensure rental units are operational and coordinates repairs and maintenance with Rental Operations Manager. </li><li>Schedules transportation and delivery of rental equipment. </li><li>Communicates with yard technicians about units being dispatched and returned. </li><li>Maintains a list of rentals that are swapped out with date, reason, and cost to determine root cause </li><li>Maintains inventory status in GPAX and ensures accurate and timely billing. </li><li>Reviews the Gate Log daily and updates status in business systems. </li><li>Opens service calls in GPAX for rental returns and units on jobsites needing repair. </li><li>Provides inter-company and external (extended CAT family) rental sales coordination. </li></ul> <p>B. Bookkeeping/Invoicing</p> <ul> <li>Expedites customer credit applications. </li><li>Processes billing/invoices. </li><li>Creates and processes purchase orders for payment to outside vendors. </li><li>Serve as back up for GPAX reconciling and Journal Entries. </li><li>Serve as back up for invoicing rental contracts. </li></ul> <p>MINIMUM REQUIREMENTS:</p> <p>Education:</p> <ul> <li>Preferred: 4-year degree + 1 years' direct experience </li><li>Acceptable: 2-year degree + 3 years' related experience </li></ul> <p>Work Experience:</p> <ul> <li>Must have at least one year in a similar role, preferably in rental service. </li></ul> <p>Physical:</p> <ul> <li>Ability to be seated for long periods of time </li></ul> <p>Skills:</p> <ul> <li>Strong customer service and communication skills </li><li>Intermediate Microsoft Office skills (Excel, Word) </li><li>Preferred: Microsoft Dynamics AX, mechanical/product knowledge </li></ul> <p>This job description is not intended to be all-inclusive. Your supervisor may request and assign you similar duties. Any major modification of this job role requires Human Resources approval.</p>