PRIMARY FUNCTION :

This position provides inside rental customer service support and various administrative operational duties including rental equipment billing & inventory coordination. Serves as a liaison between technical staff, sales representatives and customers.

ESSENTIAL DUTIES:

I. Customer Service - Percent Of Time Spent = 60 % +

• Provide rental customers with quotes, availability, and delivery schedules.
• Resolve customers' rental complaints and issues.
• Monitors equipment rental schedule and contacts customer with any schedule updates, modifications or delivery issues.
• Act as a liaison between departments and branches for rental equipment availability, transportation, and repair.
• Informs sales and rental representatives of rental/sales fleet inventory, activity and rates.
• Notify customers of equipment damage/loss within 24 hours.
• Ensures customer's certificate of insurance is valid or that REP/RLP are invoiced.
• Assists with collection of past due rental payments.
• Builds relationship with extended CAT family (other dealerships).
• Coordinate freight for Power Systems Service.
• Responds to the needs of walk-in customers.
• Supports after-hours on call and rotates with other personnel for on-call duty.

II. Administrative/Operational - Percent Of Time Spent = 40 %+

Equipment /Inventory

• Ensure rental units are operational and coordinates repairs and maintenance with Rental Operations Manager.
• Schedules transportation and delivery of rental equipment.
• Communicates with yard technicians about units being dispatched and returned.
• Maintains a list of rentals that are swapped out with date, reason, and cost to determine root cause
• Maintains inventory status in GPAX and ensures accurate and timely billing.
• Reviews the Gate Log daily and updates status in business systems.
• Opens service calls in GPAX for rental returns and units on jobsites needing repair.
• Provides inter-company and external (extended CAT family) rental sales coordination.

B. Bookkeeping/Invoicing

• Expedites customer credit applications.
• Processes billing/invoices.
• Creates and processes purchase orders for payment to outside vendors.
• Serve as back up for GPAX reconciling and Journal Entries.
• Serve as back up for invoicing rental contracts.

MINIMUM REQUIREMENTS :

Education:

• Preferred: 4-year degree + 1 years' direct experience
• Acceptable: 2-year degree + 3 years' related experience

Work Experience:

• Must have at least one year in a similar role, preferably in rental service.

Physical:

• Ability to be seated for long periods of time

Skills:

• Strong customer service and communication skills
• Intermediate Microsoft Office skills (Excel, Word)
• Preferred: Microsoft Dynamics AX, mechanical/product knowledge

This job description is not intended to be all-inclusive. Your supervisor may request and assign you similar duties. Any major modification of this job role requires Human Resources approval. Gregory Poole Equipment Company is an Equal Opportunity/Affirmative Action employer and will consider all qualified applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.