Equipment Advisor

• Manage the complete lifecycle of new equipment customer orders from quote to delivery.
• Source and allocate equipment and attachments according to customer specifications and sales agreements.
• Coordinate equipment preparation activities and communicate scope requirements to internal teams.
• Monitor order progress customer timelines and key milestones proactively addressing delays or roadblocks.
• Coordinate equipment transportation and delivery to customers.
• Ensure all financing credit warranty freight and documentation requirements are completed before invoicing.
• Process customer orders deposits invoices warranty sales back orders and corrections.
• Maintain accurate order documentation and tracking records.

• Review and prepare custom equipment configurations and associated preparation costs.
• Provide quotes for attachment-only sales and specialized customer requirements.
• Collaborate with internal teams to support configuration changes and quoting enhancements.

• Act as the primary point of contact for sales teams regarding customer order status and progression.
• Provide proactive updates and visibility on equipment orders to stakeholders.
• Investigate and resolve issues impacting customer delivery timelines.
• Partner with inventory planning transportation equipment preparation procurement and other cross-functional teams to drive successful outcomes.
• Support branches and departments by providing guidance on equipment fulfillment processes and procedures.

• Identify opportunities to improve workflows and customer experience.
• Support documentation and standard operating procedure development.
• Provide coverage for team members during vacations absences and peak workload periods.
• Participate in continuous improvement initiatives and special projects.

• 3-7 years of experience in customer service service administration supply chain logistics equipment operations or a related field.
• Post-secondary education in Business Operations Management Supply Chain Management Industrial Engineering or a related discipline. Equivalent experience will also be considered.
• Strong organizational skills and exceptional attention to detail.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.
• Excellent verbal and written communication skills.
• Strong analytical and problem-solving abilities.
• Proven ability to work independently while collaborating effectively with cross-functional teams.

• Experience supporting equipment sales logistics transportation warehousing or distribution operations.
• Knowledge of heavy equipment construction equipment mining equipment forestry equipment or power systems.
• Experience with Caterpillar equipment or related industries is considered an asset.
• Familiarity with ERP inventory quoting transportation or order management systems.
• Advanced proficiency with Microsoft Office applications particularly Excel Outlook and Teams.

You build strong relationships and consistently deliver solutions that enhance the customer experience.

You take ownership manage priorities effectively and deliver on commitments in a timely manner.

You can navigate complex situations identify solutions and make sound business decisions.

You work effectively with a wide range of stakeholders and build strong cross-functional partnerships.

You address challenges head-on communicate openly and take responsibility for outcomes.

This is an excellent opportunity to gain exposure to complex equipment transactions and work closely with sales operations logistics and supply chain teams while contributing directly to customer success. If you enjoy coordinating moving parts solving problems and delivering exceptional service wed like to hear from you.

Apply today and help deliver industry-leading equipment solutions from order to delivery.