Sales Support Administrator

Mustang CATHouston, TX
3d

About The Position

Mustang Cat is seeking a detail-oriented Sales Support Administrator to provide administrative and financial support to the sales department, including managing contracts, costing, invoicing, and system registrations. This role oversees loaner equipment processes, supports accounting functions, and ensures accurate quoting, reporting, and auditing across business platforms. If you enjoy working in a fast-paced environment, collaborating with sales teams and lenders, and providing support to sales operations, this is a great opportunity to grow your career. What You’ll Do as a Sales Support Administrator: Finance & Sales Support Receive, review, and list all sales contracts accordingly in their respective system. Perform pre-costing analysis Invoicing all CMD sales department sales orders Recording/ Scoring all sales with the respective Caterpillar business system Registering machines and Worktools sold in their respective business system (internal and external) post sale and delivery Loaners Review loaner request, on rent, and off rent loaners as approved by management Track loaners weekly for loaner status report Invoice customers for loaner incidentals and damages Submit loaner goodwill claims and ensure payment has been received Auditing and reporting loaner recovery rate Accounting Functions Perform costing on all equipment machines and Worktools EFC Reversals Coding invoices Quoting, Registration, and Auditing Functions Post Sales registration and audit of registrations such as but not limited to (SIMSi, BIC, DBS, Foresight, Salesforce, Smarthsheet, VisionLink Weiler, PSCS, etc.) Provide Sales Reps EPP and Warranty quotes Provide pro-forma invoices for sales representatives to give to customers (Sales and RPO conversions)

Requirements

  • Strong sense of urgency, organization, and attention to detail.
  • Professional communication skills with the ability to interact across all levels of the organization.
  • Ability to work effectively in a high-pressure, deadline-driven environment.
  • Knowledge of finance and leasing products, policies, and procedures.
  • Proficiency in Microsoft Office and database systems

Responsibilities

  • Receive, review, and list all sales contracts accordingly in their respective system.
  • Perform pre-costing analysis
  • Invoicing all CMD sales department sales orders
  • Recording/ Scoring all sales with the respective Caterpillar business system
  • Registering machines and Worktools sold in their respective business system (internal and external) post sale and delivery
  • Review loaner request, on rent, and off rent loaners as approved by management
  • Track loaners weekly for loaner status report
  • Invoice customers for loaner incidentals and damages
  • Submit loaner goodwill claims and ensure payment has been received
  • Auditing and reporting loaner recovery rate
  • Perform costing on all equipment machines and Worktools
  • EFC Reversals
  • Coding invoices
  • Post Sales registration and audit of registrations such as but not limited to (SIMSi, BIC, DBS, Foresight, Salesforce, Smarthsheet, VisionLink Weiler, PSCS, etc.)
  • Provide Sales Reps EPP and Warranty quotes
  • Provide pro-forma invoices for sales representatives to give to customers (Sales and RPO conversions)

Benefits

  • Competitive Pay
  • Full-Time Benefits: Medical, Dental, Vision
  • Paid Time Off & Holidays
  • 401(k) with Employer Matching
  • Company-paid life insurance and long-term disability coverage
  • On-Site Medical Clinic
  • Tuition Reimbursement and Professional Development Opportunities
  • Employee Assistance Program
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