Cat Compact Sales Representative

ABOUT WESTERN STATES

Since 1956, Western States Equipment Company has been a leading employer across Idaho, Oregon, Washington, Montana, and Wyoming. We are driven by our mission of solving our customers toughest challenges, guided by our core values of Safety, Excellence, Teamwork, Integrity, Accountability, and Innovation .

By joining Western States, you commit to upholding these values while contributing to our purpose of building our communities for a better tomorrow. Safety and our Customer Care Commitment remain foundational to our mission and the standard by which we measure our success.

Safety

- Actively cares, promotes, manages, and advocates for safety at Western States.  As a team member in the organization, it is critical to ensure all employees, vendors, and clients have a safe work environment while adhering to all applicable safety policies, procedures and standards.

- Embraces our caring culture where we each care to adhere with applicable safety policies, PPE expectations and stop work authority.

Customer Care Commitments

- Convey Warmth and Empathy – Acknowledge customers and greet everyone with an authentic smile.

- Actively Listen – Give your full attention, make eye contact, avoid interrupting, and ask clarifying questions.

- Build Trust – Take ownership, act with urgency, and follow through on commitments.

- Say Thank you – Express genuine appreciation for effort, feedback, and collaboration.

Essential Functions:

- Act as the primary contact for Cat Compact Sales, while coordinating and providing exceptional customer service in the aspects of Parts, Service, and Rental operations to ensure a positive customer experience.

- Identify customer needs and recommend appropriate Caterpillar equipment, parts, services, rental solutions, or any other additional offering from Western States.

- Communicate effectively with customers and internal departments to ensure timely resolution of parts, service, rental, and transaction-related requests.

- Perform and assist with equipment quotations, sales documentation, and customer follow-up activities as required.

- Perform basic warehouse duties including receiving, picking, packing, stocking, and shipping parts.

- Accurately fulfill customer and internal parts orders.

- Receive and process cash, credit card, and account transactions for all departments.

Job Duties:

- Contribute to a safe environment for employees, customers, and vendors when supporting customers.

- Coordinate between customers, service technicians, and branch personnel to ensure efficient service delivery.

- Supports sales activities by maintaining customer information, documenting opportunities, and utilizing AX/365 systems to support customer engagement and business growth.

- Maintain organized inventory storage locations and work areas.

- Assist with cycle counts, inventory accuracy initiatives, and inventory management processes.

- Updates and maintains Shop.Cat.Com live inventory to ensure accurate inventory visibility and customer support.

- Schedules service work in Dynamics 365 and communicate service status updates with customers and internal stakeholders.

- Monitor open service calls and communicate status updates to customers.

- Creates, updates, and closes service calls to support efficient service operations accurately and timely.

- Coordinate customer rental requests and equipment availability while processing the rental agreements and contracts.

- Support rental transaction administration and documentation requirements.

- Utilizes AX/365 and other business systems to process customer transactions and maintain accurate records.

- Ensure accuracy in customer transactions, service records, inventory documentation, and rental agreements.

- Prioritize workload to effectively support customer needs across Sales, Parts, Service, and Rental departments.

- Is responsible for the presentation and cleanliness of Equipment and Attachment Inventory in the Compact Yard.

- Support branch goals through teamwork, operational efficiency, and excellent customer service.

- Performs all other duties as assigned.

Knowledge, Abilities, and Skills

- Ability to develop and maintain product knowledge of Caterpillar and Western States products.

- Ability to onboard customers at the time of new machine delivery as well as after sale. (Machine operation, Technology Features, Off/On-Board Technology, Digital Offerings, Service Offerings and Parts offerings).

- Ability to leverage Cat tools to promote Value Selling.

- Proven competence in the four pillars of a sales professional: personal disciplines, relationship skills, strategic selling, and tactical selling.

- Proven skills in written and verbal communications, planning, organizing, leadership, and interpersonal relationship building.

- Must be a self-starter and able to work without supervision.

- Collect competitive pricing information allowing the dealer to get an improved understanding of the competitive landscape, along with a deeper understanding of current trends taking place.

- Proficient in the use of Microsoft or other comparable systems required.

- Consistent attendance.

- Ability to travel, including overnight as needed.

- Ability to work Saturdays.

EDUCATION AND EXPERIENCE:

- Proof of high school diploma or General Education Degree (GED) required.

- Minimum of 2 years Heavy Equipment Industry experience required, Caterpillar experience preferred.

- Minimum of 1 years sales experience required, heavy equipment environment and Caterpillar experience preferred.

- Valid Drivers License and acceptable driving record required.

- Must be able to communicate (speak, read, comprehend, write in English).

PHYSICAL CHARACTERISTICS:

- Ability to stand for long periods of time along with walking, sitting, repetitive climbing stairs, reaching (including but not limited to above-shoulder reaching), repetitive bending, stooping, pushing, pulling, leaning and twisting.

- Ability to lift up to lift 60lbs. in accordance with Western States Lifting Policy to include amount and approach.

- Must be able to meet all safety requirements for applicable safety policies.

Disclaimer: The above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification. It is not intended be an exhaustive list of all responsibilities, duties, and skills required of employees in this classification.