Sales Inventory Specialist
Holt of California, Pleasant Grove, CA, United States
Holt of California is proud to be part of the elite group of Caterpillar dealers worldwide. We sell and service a wide variety of equipment including large and small construction tractors, forklifts, and prime/stand‑by power generation.
Position Location The position is located in Pleasant Grove, CA.
Summary The Inventory Planning Specialist plays a key role in ensuring equipment is available to meet customer demand. The position partners closely with Caterpillar, vendors, and internal sales teams to plan, order, and manage new machine and attachment inventory. Responsibilities include coordinating equipment orders, tracking inventory, maintaining accurate records, and facilitating dealer trades to support sales opportunities. The role also contributes to forecasting and strategic inventory planning by managing equipment forecasts in Caterpillar’s Dealer Planning Application (DPA), analyzing inventory levels and sales trends, and supporting the Sales & Operations Planning (S&OP) process.
Qualifications Requirements
Self‑motivated, organized, and detail‑oriented with strong analytical and communication skills.
Ability to multi‑task, prioritize work, and interact effectively with internal teams, vendors, Caterpillar representatives, and other dealers.
Comprehension of equipment specifications, inventory levels, and sales demand, working efficiently with minimal supervision.
Essential Duties and Responsibilities
Place all new machine and attachment orders with Caterpillar and vendors.
Track ordered units and coordinate transportation and delivery to company locations.
Monitor incoming equipment and verify order accuracy upon arrival.
Maintain machine specifications, configurations, descriptions, and pricing in Dealer Business System.
Analyze current inventory levels, incoming units, and sales activity to support inventory planning decisions.
Assist Operations Manager with maintaining equipment forecasts within Caterpillar’s DPA.
Assist in analyzing sales history, quoting trends, and inventory levels to support forecast accuracy.
Prepare information and reports used in monthly inventory review and planning meetings.
Coordinate dealer trades and transfers with other dealers to support customer sales opportunities.
Maintain strong working relationships with the Cat dealer network to assist with sourcing equipment when needed.
Coordinate transportation logistics for equipment transfers and dealer trades.
Assist the sales team with machine configuration decisions and inventory availability.
Work with quoting system to ensure machine specifications and pricing are accurate for sales quotes.
Review and approve vendor invoices related to equipment purchases, alterations, and transportation.
Maintain history files and documentation for audit purposes.
Participate in monthly inventory counts and inventory accuracy initiatives.
Travel as required for inventory meetings and trainings.
Maintain professional relationships with vendor representatives and internal teams.
Other duties may be assigned.
Additional Qualifications
Teamwork: Exhibits objectivity and openness to other views, gives and welcomes feedback, and contributes to a positive team environment.
Communication: Utilizes written and verbal communication effectively, writes clearly, edits for spelling and grammar, and presents numerical data effectively.
Quality: Demonstrates accuracy and thoroughness, seeks ways to improve quality, and monitors own work for quality.
Accountability: Accepts responsibility for mistakes or problems and maintains ownership of assigned tasks.
Attitude: Demonstrates a positive attitude and supports the organization’s mission, vision, and core values.
Accuracy: Performs work accurately and thoroughly.
Analytical Skills: Uses reasoning to solve complex problems and assists others in problem solving.
Assertiveness: Acts in a self‑confident manner to facilitate completion of assignments.
Customer Orientation: Enhances customer satisfaction through direct interaction and develops better systems within company resources.
Detail Orientation: Pays attention to minute details of projects or tasks.
Organized: Maintains a system that allows for easy tracking and assistance of multiple tasks.
Problem Solving: Finds proactive solutions for work‑related challenges.
Technical: Proficient in Office Excel, Word, PowerPoint and computer skills.
Education and Training Bachelor’s Degree in Business, Supply Chain, Finance, or a related field preferred; or equivalent combination of education and related experience in inventory management, forecasting, sales operations, or supply chain planning preferred.
Skills & Abilities
PC literate with proficient knowledge in Microsoft Word and Excel.
Strong analytical and mathematical aptitude.
Mechanical aptitude and ability to understand equipment specifications.
Ability to read and interpret schematic drawings regarding equipment specifications.
Strong organizational and communication skills.
Ability to analyze inventory and sales data to support planning decisions.
Must type 50 WPM with data entry experience.
Certificates, Licenses, Registrations Must have a valid California driver license Class C or higher and a clean DMV report.
Physical Demands Employee is required to sit and talk or hear regularly, use hands and fingers frequently, walk occasionally, and occasionally lift and/or move up to 50 pounds. Specific vision abilities include close vision.
Work Environment Occasionally works near moving mechanical parts. Noise level is usually moderate to loud. Reasonable accommodations may be made for individuals with disabilities.
Compensation Wage Range: $72,000 - $85,000 salary (depends on knowledge, skills and ability to perform the responsibilities).
Benefits
Medical, dental, vision, life insurance, and long‑term disability.
401(k) plan.
Nine paid holidays.
Paid vacation and paid sick time.
Career advancement opportunities and ongoing professional development.
Equal Opportunity Employer Holt is an Equal Opportunity Employer M/F/V/DV. Holt provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, age, national origin, physical or mental disability, all applicable veteran status or disabled veteran status.
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Position Location The position is located in Pleasant Grove, CA.
Summary The Inventory Planning Specialist plays a key role in ensuring equipment is available to meet customer demand. The position partners closely with Caterpillar, vendors, and internal sales teams to plan, order, and manage new machine and attachment inventory. Responsibilities include coordinating equipment orders, tracking inventory, maintaining accurate records, and facilitating dealer trades to support sales opportunities. The role also contributes to forecasting and strategic inventory planning by managing equipment forecasts in Caterpillar’s Dealer Planning Application (DPA), analyzing inventory levels and sales trends, and supporting the Sales & Operations Planning (S&OP) process.
Qualifications Requirements
Self‑motivated, organized, and detail‑oriented with strong analytical and communication skills.
Ability to multi‑task, prioritize work, and interact effectively with internal teams, vendors, Caterpillar representatives, and other dealers.
Comprehension of equipment specifications, inventory levels, and sales demand, working efficiently with minimal supervision.
Essential Duties and Responsibilities
Place all new machine and attachment orders with Caterpillar and vendors.
Track ordered units and coordinate transportation and delivery to company locations.
Monitor incoming equipment and verify order accuracy upon arrival.
Maintain machine specifications, configurations, descriptions, and pricing in Dealer Business System.
Analyze current inventory levels, incoming units, and sales activity to support inventory planning decisions.
Assist Operations Manager with maintaining equipment forecasts within Caterpillar’s DPA.
Assist in analyzing sales history, quoting trends, and inventory levels to support forecast accuracy.
Prepare information and reports used in monthly inventory review and planning meetings.
Coordinate dealer trades and transfers with other dealers to support customer sales opportunities.
Maintain strong working relationships with the Cat dealer network to assist with sourcing equipment when needed.
Coordinate transportation logistics for equipment transfers and dealer trades.
Assist the sales team with machine configuration decisions and inventory availability.
Work with quoting system to ensure machine specifications and pricing are accurate for sales quotes.
Review and approve vendor invoices related to equipment purchases, alterations, and transportation.
Maintain history files and documentation for audit purposes.
Participate in monthly inventory counts and inventory accuracy initiatives.
Travel as required for inventory meetings and trainings.
Maintain professional relationships with vendor representatives and internal teams.
Other duties may be assigned.
Additional Qualifications
Teamwork: Exhibits objectivity and openness to other views, gives and welcomes feedback, and contributes to a positive team environment.
Communication: Utilizes written and verbal communication effectively, writes clearly, edits for spelling and grammar, and presents numerical data effectively.
Quality: Demonstrates accuracy and thoroughness, seeks ways to improve quality, and monitors own work for quality.
Accountability: Accepts responsibility for mistakes or problems and maintains ownership of assigned tasks.
Attitude: Demonstrates a positive attitude and supports the organization’s mission, vision, and core values.
Accuracy: Performs work accurately and thoroughly.
Analytical Skills: Uses reasoning to solve complex problems and assists others in problem solving.
Assertiveness: Acts in a self‑confident manner to facilitate completion of assignments.
Customer Orientation: Enhances customer satisfaction through direct interaction and develops better systems within company resources.
Detail Orientation: Pays attention to minute details of projects or tasks.
Organized: Maintains a system that allows for easy tracking and assistance of multiple tasks.
Problem Solving: Finds proactive solutions for work‑related challenges.
Technical: Proficient in Office Excel, Word, PowerPoint and computer skills.
Education and Training Bachelor’s Degree in Business, Supply Chain, Finance, or a related field preferred; or equivalent combination of education and related experience in inventory management, forecasting, sales operations, or supply chain planning preferred.
Skills & Abilities
PC literate with proficient knowledge in Microsoft Word and Excel.
Strong analytical and mathematical aptitude.
Mechanical aptitude and ability to understand equipment specifications.
Ability to read and interpret schematic drawings regarding equipment specifications.
Strong organizational and communication skills.
Ability to analyze inventory and sales data to support planning decisions.
Must type 50 WPM with data entry experience.
Certificates, Licenses, Registrations Must have a valid California driver license Class C or higher and a clean DMV report.
Physical Demands Employee is required to sit and talk or hear regularly, use hands and fingers frequently, walk occasionally, and occasionally lift and/or move up to 50 pounds. Specific vision abilities include close vision.
Work Environment Occasionally works near moving mechanical parts. Noise level is usually moderate to loud. Reasonable accommodations may be made for individuals with disabilities.
Compensation Wage Range: $72,000 - $85,000 salary (depends on knowledge, skills and ability to perform the responsibilities).
Benefits
Medical, dental, vision, life insurance, and long‑term disability.
401(k) plan.
Nine paid holidays.
Paid vacation and paid sick time.
Career advancement opportunities and ongoing professional development.
Equal Opportunity Employer Holt is an Equal Opportunity Employer M/F/V/DV. Holt provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, age, national origin, physical or mental disability, all applicable veteran status or disabled veteran status.
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