Heavy Equipment Sales Support Associate

HEAVY EQUIPMENT SALES SUPPORT ASSOCIATE

In office position located in Katy, Texas. Hours are 8am - 5pm, Monday to Friday.Not remote or flex.

Candidate must possess expert level Excel and Power BI skills.

Relocation for this position cannot be supported and qualified candidates must have the authorization to work in the USA without support.

SUMMARY

The Sales Support Associate (SSA) is a critical inside-sales and operations support role responsible for managing key dealer interactions, government and cooperative contract programs, and sales reporting. The primary focus of this role is to support inbound dealer activity, contract administration, data management, and reporting accuracy - ensuring a high level of responsiveness and compliance across key accounts.

In addition, the SSA provides supplemental administrative, sales, and process support to the Regional Business Manager (RBM) team, enabling RBMs to focus on coaching, training, and strategic, high-impact dealer engagement. For success must possess expert level Excel and Power BI skills.

Relocation for this position cannot be supported and qualified candidates must have the authorization to work in the USA without support.

SPECIFIC RESPONSIBILITIES

Dealer & Inside Sales Support -

• Serve as the primary point of contact for inbound calls and inquiries from key account dealers.
• Provide proactive, remote coverage for designated Key Account dealers, including monthly outbound touchpoints.
• Respond to dealer questions regarding pricing, availability, configurations, and contract eligibility.
• Act as a consistent inside-sales resource to reduce transactional workload on field sales teams.

Government & Cooperative Contract Management

• Manage relationships and ongoing requirements for Sourcewell and other governmental or cooperative purchasing contracts.
• Prepare, submit, and manage contract documentation, renewals, and compliance requirements.
• Maintain and manage contract pricing, respond to dealer inquiries related to contract terms, and ensure accurate communication of eligibility and usage.
• Support bid-related documentation and specifications as required.

Sales Data, Reporting & Analytics -

• Enter, maintain, and manage sales, contract, and dealer data within Power BI and related reporting systems.
• Oversee EDA and AEM data collection, submission, and reporting, ensuring accuracy and timeliness.
• Consolidate and maintain reporting used to track dealer performance, contract activity, and sales initiatives.
• Provide standard and on request reporting to internal LGNA stakeholders and dealer networks as needed.

Sales Operations Support

• Verify completion and accuracy of required sales documentation, including purchase orders, demo agreements, consignment agreements, and SPAR requests.
• Track and manage the status of demo and consignment agreements.
• Maintain accurate and current dealer records in the sales portal and related systems.

Field Sales Enablement

• Generate quotes and support pricing and availability requests for RBMs while they are traveling as necessary.
• Serve as an internal call-center resource for RBMs regarding machines and work tools.
• Coordinate with internal teams (e.g., Katy branch parts team) to source parts availability and technical information.
• Consolidate machine configurations, work tool specifications (e.g., bucket widths, pin diameters), and availability data from across the organization.
• Maintain current work tool availability and pricing documentation.

 Forecasting, Planning & Programs

• Consolidate the RBM team’s 12-month rolling forecast for leadership review.
• Run standard monthly dealer reports for RBMs to share with their dealers.
• Track sales initiatives, program progress, and performance outcomes.
• Manage Sourcewell, Core, and Canoe program submissions and reporting.
• Track NPI launch timelines and coordinate communication between RBMs, Product Management, and leadership.

 Process Improvement

• Identify manual, duplicative, or inefficient reporting and administrative processes.
• Consolidate information sources and support development of simplified reporting tools or platforms.

Above job description is not intended to be an all-inclusive list of duties & standards of the position. Incumbents will follow any other instructions, & perform any other related duties, as assigned by their supervisor.

BENEFITS: Medical, dental, vision and life insurance packages offered. LGNA pays 100% medical, dental and vision insurance for employee only. Coverage on day one.

RETIREMENT: 401(K) plan, 100% match up to 6%, in accordance to company policy.

COMPENSATION: Competitive salary and bonus.

VACATION: 15 days of Paid Time Off (PTO) prorated the first year (until end of year / Dec) 15 days of PTO on Jan 1 of next year.

HOLIDAYS: 10 paid holidays a year, in accordance to company policy.

EQUIPMENT: Branded Clothing, Laptop, Cell Phone.

We seek to place immediately.