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Power Systems Deal Coordinator

Calgary, AB
Full Time
4 days ago
Company:Finning Canada

Number of Openings: 1

Worker Type:Permanent

Position Overview:The Power Systems Deal Coordinator will be part of an energetic and highly accountable team of Deal Coordinators and will be responsible for coordinating power systems deals from a signed sales order through to Invoicing. They will be the primary contact for both internal and external customers and will drive deal velocity, visibility, and accuracy by working with sales teams, Supply Chain, Operations, Finance, customers, and other teams to ensure Power Systems are sourced, prepped, and delivered as per sales orders or contract.

Job Description:
Major Job Functions:
  • Ensure sales package is complete and accurate and shared with the appropriate teams to ensure the correct machine is sourced and prepped accurately for the customer.
  • Create and manage the customer order in ERP (process order deposits, ensure marketing programs and warranties are applied, invoice and credit orders as required).
  • Manage deal documentation and checklists, track deal progress in applicable systems, manage delivery forecast by working with Sales and Operations.
  • Work closely with Supply Chain and Operations to organize and schedule customer prep and ensure units are sourced and prepped as per sales order requirements.
  • Monitor inventory ETA and preparation progress to communicate and manage roadblocks as needed.
  • Capture, communicate, and execute revisions to deals and customer requirements with appropriate stakeholders.
  • Arrange transportation, customs brokerage, and other delivery requirements with customers and internal teams.
  • Coordinate financing, credit release, warranty agreements, insurance, and other sales requirements for invoicing.
  • Communicate with Sales Reps and customers to ensure customer requirements are met; confirm deposits, arrange machine delivery requirements, send invoices and other other documents to customer as required, provide updates to customers as required.
  • Work closely with Operations, vendors, and customer to plan all aspects of large package deals and/or small projects.

Specific Skills:
  • Excellent customer service skills and the ability to interact with customers in a professional manner
  • Outstanding verbal and written communication capabilities
  • Time management skills and the ability to prioritize
  • Proven problem solving and decision-making skills
  • Ability to work with minimal supervision
  • Able to work effectively under pressure
  • Extremely organized and detail oriented

  • 3 to 5+ years experience in related work scope, specifically experience working in heavy equipment or construction industries would be beneficial
  • Experience in sales support/administration or a related customer service field
  • Intermediate Microsoft Office skills
  • Post secondary education in a related field (ie. Business Administration) considered an asset
  • Process improvement or project management experience considered an asset
  • Familiar with sales processes and tools (i.e Salesforce) considered an asset.
  • Knowledge of CAT equipment considered an asset
  • Continuous improvement and/or project management methodology knowledge considered an asset

W e are committed to diversity at Finning, to building and sustaining a diverse and inclusive workforce and as an equal opportunity employer we encourage applications from all qualified individuals. Finning does not discriminate against applicants based on genders, races, national and ethnic origins, religions, ages, sexual orientation, marital and family status, and/or mental or physical disabilities.
Customer Service and Support Sales and Marketing