Job purpose

Work closely with customers and sales team to grow and promote the sales of parts, rentals, and service for the branch.  Sales representatives establish and maintain long-term business relationships with new and current customer base.

Duties and responsibilities

• Source new sales opportunities by traveling to the future customer location, through inbound lead follow-up, and outbound cold calls and emails
• Close sales and achieve quotes
• Gather technical information from technicians work orders, customers inquiries, PM write-ups and shop technicians to precisely evaluate and estimate the needed repairs
• Gather the needs information to accurately itemize parts needed
• Provide well written, descriptive estimate based on findings and submit to the decision maker for review and approval
• Work with parts, sales, and service to negotiate the sale if the need arises
• Follow up in a uniformed, timely manner to secure the sale now or in the future
• Revise the estimates if needed to insure additional parts and labor is within the customers bounds
• Work closely with sales when refurbished units are selected
• Work closely with Service Manager to insure customers’ needs are being met in the shop and out in the field
• Provide back up as needed for dispatch, administration and service manager
• Meet or exceed the outlined company revenue and profit goals
• Generate consistent work for technicians
• Close and grow through professional communication with existing and potential clients
• Manage and interpret customer requirements – speaking with clients to understand, anticipate and meet their needs
• Communicate sales or service opportunities and customer concerns or suggestions
• Identify and resolve client concerns, recommending a course of action to alleviate these concerns in the future
• Understand and comply with established guidelines that ensure a safe and healthy work environment
• Coordinates company staff to provide exemplary service to customers
• Expand market awareness of our products and our industry experience by communicating features and benefits of our products and services effectively
• Work with the marketing team to ensure customer project requirements are met
• Maintaining records of customer communications and contact information
• Preparing responses to RFP (request for proposals) and RFI (request for information)
• Maintain awareness of pertinent client information, future plans, payment performance, communicate any client information that may affect company decisions to appropriate departments as needed
• Working knowledge of the design tools and price calculations
• Researches market requirements and market data
• Maintain knowledge of competitor products and identify and report intelligence on competitor pricing or marketing strategies
• Maintains current Medley Material Handling product knowledge
• Responsible for setting the customer’s expectations
• Create quotes for repair
• Create work orders
• Schedule repairs and preventive maintenance

Qualifications

Education/Experience

• BS degree in sales, marketing, or business, or
• At least 4 years of sales in similar industry

Knowledge

• EquipSoft Program (preferred, but not required)
• Expert knowledge of industrial powered equipment and industry
• Mechanical aptitude
• Microsoft Suite (Excel, Word, Powerpoint, and Outlook)
• Industry parts

Skills

• Excellent interpersonal, presentation, and communication skills
• Excellent listening skills
• Excellent writing skills
• Critical thinking
• Excellent time management
• Superb  phone communication skills
• Excellent negotiation skills
• Good problem solving
• Excellent selling skills
• Good organizational skills
• Customer service
• Attention to detail

Abilities

• Demonstrate ability to develop solid business relationships
• Demonstrate ability to sell at a profitable level and meet goals
• To organize and manage multiple priorities
• To think ahead and plan over a one-year time span
• To write sales contracts
• To talk communicate with executives and laborers
• Analyze data
• Work under pressure
• Prioritize work orders

Other characteristics such as personal characteristics

• Commitment to company vision and mission
• Awareness of lean business principles

Travel

When performing this duty, the employee will travel to different customer locations

Working environment and Physical demands

The work environment characteristics described here representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Working environment

While performing this duty, employee will be exposed to the usual moderate (general office area) noise level.  However, the employee can be exposed to noisier shop environments.  When performing the duties of this job, it is a requirement to wear Personal Protective Equipment whenever appropriate.

Physical requirements

While performing this duty, the employee will required to frequently sit, walk, talk, and listen.  The employee is required to frequently use hands to fingers, handle, feel objects, or controls, including products we rent, computer, and other office equipment.  The employee must often stand, walk, lift, and/or move up to 30 pounds.  Appropriate material handling equipment should be used to lift or move items that are heavy or bulky.  Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. 

Other Duties

Please note this job description in not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.  Duties, responsibilities and activities may change at any time with or without notice.

Direct reports

No Direct Report

Job purpose

To serve our customer and salespersons with technical support and to give the best customer service.  To serve as technical support for our customers by serving as a liaison between the end user and the manufacturer.

Duties and responsibilities

• Repair and replace damaged or worn parts
• Dismantle and reassemble heavy to medium equipment using hoists, hand tools, and power tools
• Operate and inspect machines or heavy equipment to diagnose defects
• Test mechanical products and equipment after repair or assembly to ensure proper performance and compliance with manufacturer's specifications
• Clean, lubricate, and perform other routine maintenance work on equipment
• Read and understand operating manuals, blueprints, and technical drawings
• Diagnose faults or malfunctions to determine required repairs, using engine diagnostic equipment such as computerized test equipment and calibration devices
• Research, order and maintain parts inventory for service and repairs
• Repair, rewire and troubleshoot electrical systems
• Examine parts for damage or excessive wear, using micrometers and gauges
• Examine and repair hydraulic system
• Examine and repair brake systems on all equipment

• Clean parts by spraying them with grease solvent or immersing them in tanks of solvent
• Remain in compliance on all safety and training requirements
• Projects as assigned by management

Qualifications

Education/Experience

• High school diploma or
• Technical college diploma or certification
• At least 1-year experience in related mechanical field
• Certification
• Valid driver license, with good driving record
• Forklift operator’s license/certification
• Physical requirements

Knowledge

• Microsoft Office Suite (Excel, Word, PowerPoint, and Outlook)
• Knowledge of machines and tools, including their designs, uses, repair, and maintenance
• Knowledge of principles and processes for providing customer and personal services
• In depth mechanical knowledge of material handling products

Skills

• Troubleshooting- Determining causes of operating errors and deciding what to do about it
• Operation Monitoring- Watching gauges, dials, or other indicators to make sure a machine is working properly
• Systems Analysis- Determining how a system should work and how changes in conditions, operations, and the environment will affect outcomes
• Equipment Selection- Determining the kind of tools and equipment needed to do a job
• Complex Problem Solving- Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions
• Operation and Control- Controlling operations of equipment or systems
• Critical Thinking- Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems
• Speaking- Talking to others to convey information effectively
• Time Management- Managing one’s own time and the time of others
• Active Listening- Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times

Abilities

• Ability to operate material handling equipment
• Ability to operate any other related power equipment
• Ability to listen and understanding information and ideas presented
• Ability to combine pieces of information to form general rules or conclusions
• Ability to work well with others
• Ability to apply general rules to specific problems to produce answers that make sense
• Ability to focus on a single source of sound in the presence of other distracting sounds
• Ability to speak clearly so others can understand you
• Ability to carry heavy objects, stoop, knee, crouch, or crawl to be able to move certain materials that cannot be moved with power equipment

Other characteristics such as personal characteristics

• Commitment to company vision and mission
• Detailed oriented
• Dependability

Travel

This position travels from job to job.

Working Environment and Physical demands

The work environment characteristics described here representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Working environment

While performing this duty, the employee will be exposed to noisy shop environment.  When performing the duties of this job, it is a requirement to wear Personal Protective Equipment whenever necessary.

Physical requirements

While performing this duty, the employee will be required to frequently sit, walk, talk, and listen.  The employee is required to frequently use hands to fingers, handle, feel objects or controls to include products we service, computer, and other office equipment.  The employee must often stand, kneel, bend over, walk, and lift and/or move up to 50 pounds.  Employee will be exposed to hazardous materials, i.e., grease, fuel, pressured gas, and/or oil.  The employee will be required to kneel, sit, stand, and lay on hard surfaces, i.e., concrete and/or asphalt.  Appropriate material handling equipment should be used to lift or move items that are heavy or bulky.  Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

Other Duties

Please note this job description in not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.  Duties, responsibilities, and activities may change at any time with or without notice.

Direct reports

No Direct Report

Job purpose

Works closely with customers and sales team to grow and promote the sales of equipment, parts, rentals, service, and allied for a branch of Medley Material Handling.  Sales representatives establish and maintain long-term business relationships with new and current customer base.

Duties and responsibilities

• Close and grow through professional communication with existing and potential clients
• Manage and interpret customer requirements- speaking with clients to understand, anticipate and meet their needs
• Communicate sales or service opportunities and customer concerns or suggestions
• Understand and comply with established guidelines that ensure a safe and healthy work environment
• Coordinates company staff to provide exemplary service to customers
• Expand market awareness of our products and our industry experience by communicating features and benefits of our products and services effectively
• Work with the engineering team to ensure customer project requirements are met
• Preparing responses to RFP (request for proposals) and RFI (request for information)
• Attending and participate in trade shows, conferences and other marketing events
• Maintain awareness of pertinent client information, future plans, payment performance, communicate any client information that may affect company decisions to appropriate departments as needed
• Send legal documents to customers and send signed copies to Corporate for filing
• Responsible for setting the customer’s expectations
• Submit a variety of sales status reports as required, including activity, closings, follow-up, and adherence to goals
• Submit quarterly customer visit plans, schedule client meeting and action plans for follow-up
• Perform other tasks as required by the Branch Operations Manager

Qualifications

Education/Experience

• High school diploma or equivalent,
• BS degree in sales, marketing, or business, or
• At least 4 years of sales in similar industry
• B2B Sales: 4 years (Preferred)
• Customer Service: 1 year (Preferred)
• Outside sales: 4 Years (Preferred)
• Driver’s License (Required)

Knowledge

• Microsoft Office Suite (Excel, Word, PowerPoint, and Outlook)
• Salesforce Program
• Expert knowledge of industrial powered equipment and industry
• Maintain knowledge of competitor product and identify and report intelligence on competitor pricing or marketing strategies
• Maintains current Medley Material Handling product knowledge
• Mechanical aptitude

Skills

• Industry parts skills
• Excellent interpersonal, presentation, and communication skills
• Excellent listening skills
• Excellent writing skills
• Critical thinking
• Excellent time management
• Superb phone communication skills
• Excellent negotiation skills
• Good problem solving skill
• Excellent selling skills
• Good organizational skills

Abilities

• Demonstrate ability to develop solid business relationships
• Demonstrate ability to sell at profitable level and meet goals
• Ability to organize and manage multiple priorities
• Ability to think ahead and plan over a one-year time span
• Ability to write sales contracts
• Ability to communicate with executives and laborers
• Ability to analyze data

Other characteristics such as personal characteristics

• Commitment to company vision and mission
• Awareness of lean business principles 

Travel

This position does require travel.

Working Environment and Physical demands

The work environment characteristics described here representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Working environment

While performing this duty, the employee will be exposed to the usual moderate (general office area) noise level, however, the employee can be exposed to noisier shop environments.  When performing the duties of this job, it is a requirement to wear Personal Protective Equipment whenever necessary.  This role routinely uses standard office equipment such as Desktop computer, smartphones, photocopiers, filing cabinets, and scanners

Physical requirements

While performing this duty, the employee will be required to frequently sit, walk, talk, and listen.  The employee is required to frequently use hands to fingers, handle, or feel objects or controls, including products we rent, computer and other office equipment.  The employee must often stand and walk, and lift and/or move up to 30 pounds.  Appropriate material handling equipment should be used to lift or move items that are heavy or bulky.  Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

Other Duties

Please note this job description in not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.  Duties, responsibilities, and activities may change at any time with or without notice.

Direct reports

No Direct Report

Job purpose

Responsible for assisting all customers, technicians, and other parts personnel in securing needed parts and supplies.

Duties and responsibilities

• Assisting customers determine necessary parts needed
• Looking up and processing customer orders
• Locating and obtaining parts to fill manufacturers’ backorders for customer tickets
• Reviewing customer or shop return parts with parts manager
• Reviewing customer or shop return parts with parts manager
• Assisting in processing all shipping and receiving
• Entering all stock order
• Maintaining a log for all core returns
• Maintain a clean, organized, professional and safe work environment
• Perform other tasks as required by the Branch Operations Manager

Qualifications

Education/Experience

• High school diploma or equivalent,
• Related experience and/or training

Knowledge

• Microsoft Office Suite (Excel, Word, PowerPoint, and Outlook)
• Knowledge of the area.

Skills

• Good negotiation skills
• Good verbal and writing communication skills
• Good computer skills
• Good phone skills
• Good customer service skills
• Good research skills
• Time management

Abilities

• Demonstrate customer service orientation
• Ability to organize and manage multiple priorities
• Listen and understanding information and ideas presented
• Concentrate on a task over a period of time without being distracted
• Work well with others
• Ability to accomplish duties with accuracy and timeliness
• Ability to understand various computer system resources for research requirements
• Ability to obtain and maintain forklift certification

Other characteristics such as personal characteristics

• Commitment to company vision and mission
• Detailed oriented

Travel

This position does not travel at this time.

Working Environment and Physical demands

The work environment characteristics described here representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Working environment

While performing this duty, the employee will be exposed to the usual moderate (general office area) noise level, however, the employee can be exposed to noisier shop environments.  When performing the duties of this job, it is a requirement to wear Personal Protective Equipment whenever necessary.  This role routinely uses standard office equipment such as Desktop computer, smartphones, photocopiers, filing cabinets, and scanners

Physical requirements

While performing this duty, the employee will required to frequently sit, walk, talk, and listen.  The employee is required to frequently use hands to fingers, handle, or feel objects or controls, including products we rent, computer and other office equipment.  The employee must often stand and walk, and lift and/or move up to 50 pounds.  Appropriate material handling equipment should be used to lift or move items that are heavy or bulky.  Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

Other Duties

Please note this job description in not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.  Duties, responsibilities and activities may change at any time with or without notice.

Direct reports

• None

Job purpose

Dispatch field technicians to jobs, assuring timely response to customers while assigning most logical tech to each job.  Maintain optimal response time to customers by providing consistent and logical scheduling for emergency service as well as scheduled maintenance.

 

Duties and responsibilities

• Monitor service calls for field technicians, ensure all jobs are assigned (the night before) and complete as required
• Respond to phone calls from customers and roadmen
• Stay in contact with customers and inform them of any changes in the schedule
• Work with parts department to ensure all needed parts are ordered and received in a timely manner
• Issue repair orders for new jobs or units that are scheduled for maintenance
• Review open order analysis daily to ensure all jobs are on schedule and closed as needed
• Assist field technicians as needed with any questions or concerns you can help with (not technical information)
• Assist preventive maintenance coordinator in the scheduling of preventive maintenance and ensure schedules are kept
• Perform projects as requested
• Perform other tasks as required

 

Qualifications

Education/Experience

• High school diploma or equivalent,
• 2+ years in dispatching and/or mechanics

Knowledge

• Microsoft Office Suite (Excel, Word, PowerPoint, and Outlook)
• Some knowledge of mechanics
• Specification of current equipment

Skills

• Good negotiation skills
• Good verbal and writing communication skills
• Good computer skills
• Good phone skills
• Good customer service skills
• Good mechanical skills

Abilities

• Demonstrate customer service orientation
• Ability to organize and manage multiple priorities
• Ability to perform in a fast-pace environment while multi-tasking to meet customers’ needs
• Ability to work well with a team

Other characteristics such as personal characteristics

• Commitment to company vision and mission
• Detailed oriented
• Must partner with service staff to ensure workflow runs smoothly

 

Travel

There is no travel requirement

 

Working Environment and Physical demands

The work environment characteristics described here representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

 

Working environment

While performing this duty, the employee will be exposed to the usual moderate (general office area) noise level, however, the employee can be exposed to noisier shop environments.  When performing the duties of this job, it is a requirement to wear Personal Protective Equipment whenever necessary.  This role routinely uses standard office equipment such as Desktop computer, smartphones, photocopiers, filing cabinets, and scanners

 

Physical requirements

While performing this duty, the employee will be required to frequently sit, walk, talk, and listen.  The employee is required to frequently use hands to fingers, handle, or feel objects or controls, including products we rent, computer and other office equipment.  The employee must often stand and walk and lift and/or move up to 30 pounds.  Appropriate material handling equipment should be used to lift or move items that are heavy or bulky.  Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

 

Other Duties

Please note this job description in not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.  Duties, responsibilities, and activities may change at any time with or without notice.

 

Direct reports

• None

About the Role:

We are seeking a motivated and results-driven Customer Sales & Re-engagement Specialist to join our vital sales team. In this role, you will leverage your outbound sales expertise to telephonically reconnect with existing customers and generate new opportunities, ensuring our clients receive exceptional service and solutions tailored to their needs.

Key Responsibilities:

- Conduct approximately 50 outbound calls per 8-hour shift to engage with prospective and existing clients.

- Develop and nurture relationships through effective communication, aiming to re-engage previous customers and identify new sales opportunities.

- Achieve a success engagement rate of around 7%, translating to approximately 4-5 qualified appointments per day.

- Present and promote our products/services effectively to meet sales targets.

- Maintain accurate and detailed records of customer interactions and sales activities within the corporate CRM.

- Collaborate with the sales team to develop strategies for customer retention and growth.

- Follow up on leads, proposals, and scheduled appointments to maximize conversions.

- Stay informed about industry trends and competitor activities to better position our offerings.

Qualifications & Skills:

- Minimum of 5 years’ experience in outbound B2B sales or call centers, with a proven track record of meeting or exceeding sales targets.

- Previous experience in commercial or industrial sales is preferred, but not required.

- Exceptional communication and interpersonal skills with the ability to build rapport quickly.

- Strong organizational skills and attention to detail.

- Ability to handle rejection professionally and remain persistent.

- Self-motivated with a proactive approach to outreach and follow-up.

What We Offer:

- Highly competitive incentive performance package rewarding your efforts.

- Full benefits package including healthcare, dental, vision, retirement plans, and life insurance.

- Accrual of sick leave and paid time off to support work-life balance.

- Opportunities for professional growth and development within a supportive team environment.

Join us and Lift Greater as a part of The Medley Company dedicated to delivering value to our clients while rewarding your sales expertise!

About Medley Equipment Company:

Medley Equipment Company is a leading provider of material handling solutions, offering a wide range of equipment, service, and support to businesses across the region. With a strong commitment to customer satisfaction and innovation, we help our clients LIFT GREATER, literally and figuratively.

Job Summary:

We are looking for a proactive and detail-oriented Marketing Specialist to support our marketing initiatives. This role is ideal for someone who thrives in a fast-paced, service-oriented environment and is passionate about branding, culture, and customer support.

Key Responsibilities:

• Assist in planning and executing marketing campaigns to promote equipment sales, rentals, and service offerings.
• Help coordinate digital marketing efforts including email campaigns, social media, and website updates.
• Support the creation of marketing materials such as brochures, flyers, and product sheets tailored to the material handling industry.
• Help update CRM systems with marketing contacts and campaign data.
• Track social media performance using tools like Meta Business Analytics and provide regular reports.
• Help organize and promote trade shows, customer appreciation events, and training seminars.
• Process marketing invoices, manage vendor communications.
• Ensure brand consistency across all marketing channels and internal communications.
• Collaborate with sales and business development teams to align marketing efforts with business goals.
• Maintain the front office area assisting visiting guests and incoming phone calls.

Qualifications:

• Proficiency in Microsoft Office Suite
• Strong organizational skills and attention to detail.
• Excellent communication and interpersonal skills.
• Ability to manage multiple projects and deadlines.

Preferred Skills:

• Familiarity with the material handling or industrial equipment industry.
• Experience with Adobe Creative Suite, Canva, or similar design tools.
• Knowledge of SEO, Google Ads, and social media advertising.
• Experience with CRM systems like Salesforce or similar.

Medley Equipment Company is seeking a motivated and customer-focused Customer Experience Coordinator to join our business development and marketing team. This role is ideal for someone who thrives on building relationships, identifying growth opportunities, and delivering exceptional customer service.

Job purpose

A Customer Experience Coordinator must be resourceful people with an eye for business growth areas.  They must have a thorough understanding of the market and an entrepreneurial mind to optimize the marketing strategies.  The customer experience coordinator works with sales and marketing to maintain relationships with valued clients, initiate new relationships, negotiate deals, establish strong networks with the industry specialist, and source new clients. The customer experience coordinator must anticipate customer wants, identify new trends and be the company’s point man in responding to customer wants and needs. This position has a close working relationship with the Vice President of Sales and Marketing, and the sales team.

 

Duties and responsibilities

• Paid Lead Distribution
• Cold Calling
• Net Promoter Score phone surveys
• Generate leads and cold call prospective customers
• Foster and develop relationships with customers/clients through the CRM and reporting
• Assist in creating sales pipelines
• Assist with maintaining clean data in the CRM
• Have a good understanding of the businesses’ products, services, and territories as well as be able to advise others about them. 

 

Qualifications

Education and/or experience

• High School Diploma or GED required

Knowledge/Skills

• Basic Computer Skills (ex: Microsoft Word and Outlook applications)
• Communication- Talking to others to convey information effectively
• Time Management-Managing one’s own time and the time of others
• Learning Strategies-Understanding the implications of new information for both current and future problem-solving and decision-making

• Writing-Communicating effectively in writing as appropriate for the needs of the audience
• Reading Comprehension-Understanding written sentences and paragraphs in work-related documents
• Customer and Personal Service-Knowledge of principles and processes for providing customer and personal services.  This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.

Abilities

• Demonstrate excellent customer service
• Ability to adapt to a changing environment
• Ability to organize and manage multiple priorities
• Ability to understand the uses for marketing software
• Ability to cold call prospective clients

Other characteristics such as personal characteristics

• Commitment to company vision and mission
• Self-motivator

 

Travel

There is no travel requirement

 

Working environment and Physical demands

The work environmental characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

 

Working environment

While performing this duty, the employee will be exposed to the usual moderate (general office area) noise level.  However, the employee can be exposed to noisier shop environments.  When performing the duties of this job, it is a requirement to wear Personal Protective Equipment whenever necessary.

 

Physical requirements

While performing this duty, the employee will be required to sit for a  long period of time, talk, and listen. 

 

 

Other Duties

Please note this job description in not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.  Duties, responsibilities, and activities may change at any time with or without notice.

Job purpose

Responsible for the administrative functions for service department are completed on time and accurately.

Duties and responsibilities

-Must partner with service staff to ensure workflow runs smoothly.
-Must be detailed oriented to ensure thorough administration of service.
-Must maintain excellent customer service attitude
-Answer service phones
-Take service calls from customers
-Create orders for techs
-Follow up on open work orders for status update
-Data entry of all tech labor postings
-Maintain filing system
-Process daily service department payroll hours
-Order and maintain office supplies for service department
-Prepare and maintain vacation schedules
-Close repair orders
-Obtain purchase order number from customers if missing
-Match work order paperwork
-Assist, cover, train, and cross-train on other service office job duties
-Perform projects as requested

Qualifications

Education/Experience

-High school diploma or equivalent
Knowledge
-Microsoft Office Suite (Excel, Word, PowerPoint, and Outlook)
-Some knowledge of mechanics
-Specification of current equipment

Skills

-Good listening skills
-Good negotiation skills
-Excellent verbal and writing communication skills
-Good computer skills

Abilities

-Demonstrate customer service orientation
-Ability to organize and manage multiple priorities

Other characteristics such as personal characteristics

-Commitment to company vision and mission
-Must partner with service staff to ensure workflow runs smoothly

Travel

There is no travel requirement

Working Environment and Physical demands

The work environment characteristics described here representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be
made to enable individuals with disabilities to perform the essential functions.

Working environment

While performing this duty, the employee will be exposed to the usual moderate (general office area) noise level, however, the employee can be exposed to noisier shop environments. When performing the duties of
this job, it is a requirement to wear Personal Protective Equipment whenever necessary.

Physical requirements

While performing this duty, the employee will required to frequently sit, walk, talk, and listen. The employee is required to frequently use hands to fingers, handle, or feel objects or controls, including products we rent, computer and other office equipment. The employee must often stand  and walk, and lift and/or move up to 30 pounds. Appropriate material handling equipment should be used to lift or move items that are heavy or bulky. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

Job purpose

Responsible for financial performance, personnel development, and day-to-day activities of the equipment rental function for the branch.  This position will assist customers (internal and external) in obtaining rental equipment appropriate to their needs.  When needed to develop staff skills in taking care of the customer, while meeting the department’s sales and profit objectives.

 

Duties and responsibilities

• Build business by visiting customers as often as possible.
• Accompany sales reps as requested
• Maintain customer satisfaction, resolve any customer complaints
• Review monthly management and business reports, respond to areas that need attention
• Review rental orders, monitor rental activity
• Assist rental administrator(s) in taking phone calls for rental equipment
• Fill customer and internal requests – check all resources if equipment is not readily available in fleet
• Place orders for re-rents from outside vendors
• Prepare and follow up on rental quotes
• Enter hour meter readings in system on rental contracts
• Initiate rental orders and generate/distribute shippers
• Review and analyze rental billing; ensure paperwork is closed and approved in a timely manner so, that invoices are generated promptly
• Approve requests for credit to customers
• Verify and approve all rental billing
• Ensure adequate staffing of rental group
• Supervise and develop rental coordinators/staff
• Handle performance reviews and any discipline needs for the branch rental staff
• Manage the check in and check out of each rental to ensure that all attachments (forks, LP tanks, attachments, etc.) are returned at check in
• Review the general condition of rental equipment upon return and make sure damages are billed to customer if  appropriate
• Delegate weekly inventory of rental fleet in warehouse and shop
• Maintain rental board
• Make recommendations for additions, deletions, and/or replacement of rental equipment
• Manage repairs made to rental fleet, and any major repairs are sent through appropriate approval process
• Ensure all rentals are ready to go per customer’s delivery request
• Review all inter-company invoices from other rental departments
• Delegate all sales demo preparations, initiate paperwork (if rental equipment is being demo’ed)
• Manage hour meter readings on long term rentals
• Attend management meetings as scheduled.
• Keep the rental staff informed as to anything that impacts him/her
• Ensure department housekeeping is maintained – cleanliness and orderliness
• Ensure work environment is safe
• Performs other duties as assigned

 

Qualifications

Education/Experience

• Bachelor’s degree in Business, or
• 5+ years of management, or
• 5+ years of sales

Knowledge

• Must be knowledgeable on the equipment we rent (material handling and construction types)
• Excellent knowledge of industrial powered equipment, construction equipment, and our industry
• Lean business principles

Skills

• Must have excellent customer service attitude
• Excellent interpersonal, presentation, and communication skills
• Strong computer proficiency

Abilities

• Demonstrate ability to lead people and get results through others
• Ability to organize and manage multiple priorities
• Ability to think ahead and plan over a one-to-two year time span

Other characteristics such as personal characteristics

• Must partner with sales and service teams to ensure effective response to customers
• Commitment to company vision and mission

Professional Certification

• Must be certified to operate powered industrial equipment

 

Travel

There is no travel requirement

Working environment and Physical demands

The work environment characteristics described here representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Working conditions

While performing this duty, the employee will be exposed to the usual moderate (general office area) noise level, however, employee can be exposed to noisier shop environments.  When performing the duties of this job, it is a requirement to wear Personal Protective Equipment whenever necessary.

Physical requirements

While performing this duty, the employee will required to frequently sit, walk, talk, and listen.  The employee is required to frequently use hands to fingers, handle, or feel objects or controls, including products we rent, computer and other office equipment.  The employee must often stand and walk, and lift and/or move up to 50 pounds.  Appropriate material handling equipment should be used to lift or move items that are heavy or bulky.  Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

Other Duties

Please note this job description in not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.  Duties, responsibilities and activities may change at any time with or without notice.

Direct reports

Rental coordinator and CDL drivers