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Customer Service Representative

Thompson Tractor Company, Inc., Birmingham, AL, United States


Position Summary The Customer Service Representative will serve as an Inside Sales Representative (ISR) and will establish relationships, maintain contact, and increase sales and sales opportunities with Compact Construction Equipment (CCE) for small to medium‑size customers and prospects in an assigned territory. This individual will be the primary contact for potential new retail customers that contact the CAT dealer by phone, electronically (website request) or in person (walk‑in). The CSR will also be responsible for growing parts and service sales via phone calls in an assigned territory. The CSR is responsible for presenting the CAT dealer’s product offering and value proposition to retail customers with the objective of gaining customer orders for equipment, work tools, and product support products. Spanish/English bilingual fluency is a plus.

Essential Responsibilities & Expectations

Maximize product support (parts & service) sales within an assigned territory

Quote/Sell Compact Construction Equipment machines and attachments for walk‑in customers

Maintain minimum call cycle of 15 product support customer calls per day

Qualify prospects and develop leads for outside sales representatives

Maintain accurate customer data records and customer equipment population

Assist in collection of past due invoices

Establish and maintain personal working relationships with customers and coworkers

Inform customers on marketing promotions for sales and product support

Organize equipment display

Collaborate with dealer marketing personnel to ensure adequate promotional signage, materials, etc. are visible, and current and in good condition

Collaborate with yard personnel to ensure display machines/work tools are positioned correctly and display area is organized and clean

Collaborate with Inventory Manager to ensure correct machines/work tools are on display—machines are clean including adequate quantities and variety of display models

Ensure all display machines/work tools are visibly priced including any promotional pricing/offers

Ensure all display signage is accurate and visible and in acceptable condition

Qualifications Education

High school diploma or the equivalent required.

Experience

Previous experience in outside sales, phone‑based sales, and a working knowledge of heavy equipment is preferred.

Documented success in previous jobs is required.

Experience using personal computers and basic typing skills are required.

Skills & Competencies

Intermediate selling skills

Relationship building skills

Problem resolution skills

Basic mechanical and parts identification skills

Written communication skills

Advanced telephone communication skills

Basic computing skills including Microsoft Office 365

Bilingual fluency – Spanish speaking/reading/writing (preferred)

Job Training

Caterpillar inside sales training

Caterpillar parts/service sales training

Caterpillar machine sales training

TTCo and Caterpillar computer programs

Safety Summary Work is normally performed in an office environment. Limited exposure to physical risk and all‑weather conditions is associated with this position.

Physical Requirements

Ability to speak, listen, write, and type effectively.

Ability to safely reach, kneel, grasp, and stoop as needed.

Ability to safely lift up to 50 lbs.

Job Hazards

Tripping, falling, slipping

Repetitive hand motion (computer work)

Back and neck strain

Stress

Potential harm from operating office equipment

Equal Opportunity Employer Thompson Tractor is an Equal Opportunity Employer including Veterans and Individuals with Disabilities.

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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