- Completes and processes all CAT-required post-delivery documentation
- Partners with the sales team on customer machine demonstrations to provide technical expertise for application and operation
- Work with individual Sales Representatives to customize customer experience and drive increased market share
- Assures service installed attachments are installed correctly and working as designed prior to machine being shipped to customer
- Checks the condition, appearance, and performance of the equipment prior to delivery to the customer
- Travel to customer locations to demonstrate the full functions of the equipment
- Works with various levels of the sales department to coordinate scheduling of demonstrations
- Provides Product and Application training
- Operates equipment to demonstrate features and capabilities, communicating operating techniques, displaying effective application & safety practices, and demonstrate the various technologies available on our products
- Conducts product training including important aspects involving safety, operation, and correct application
- Product and Job Site Evaluation/Recommendations:
- Evaluate customer jobs to help maximize job site efficiency, machine application and operation, machine selection and configuration, safety of operations, etc
- Recommend modifications and improvements, which result in superior product performance, producing greater return to the customer and resulting in machine sales
- Sales Support:
- Provides Subject Matter Expertise (SME) to dealer sales force and Customers at HOLT, Caterpillar, and Customer Provides support to potential customer purchases, both on and off site, with machine viewing and operation sessions
- Works safely at all times and adheres to all applicable safety policies; complies with all company policies, procedures, and standards
- Requires regular and punctual employee attendance
- Performs other duties as assigned
- Superior heavy equipment operating skills
- Ability to train and participate in the certification process for dealer demonstrator instructors to the level of Certified Dealer Instructor (CDI)
- Proficient operational skills, and application expertise, and employs a wide range of demonstration, evaluation, analytical and communication techniques, and tools
- Ability to develop required skills on the majority of Caterpillar product families as determined by Caterpillar's Equipment Training Solutions standards
- Ability to win over potentially hostile audiences
- Strong human relations and communication skills, both written and verbal in order to diffuse high-pressure and potentially hostile situations when instructing customers
- Ability to listen to and understand information and ideas presented through spoken words and sentences
- Effective influencing skills, which include teaching, motivating, and developing customers' technical knowledge of heavy equipment operation
- Excellent written and oral communication skills
- Must be self-motivated, detail-oriented with good analytical skills
- Excellent customer service skills
- Minimum of 5 years' experience operating heavy equipment, preferably with Caterpillar Equipment in heavy construction, quarry/aggregates and or mining industries
- Ability to obtain Caterpillar Certified Dealer Instructor certification (if not already certified)
- High School diploma or equivalent required
- Valid Driver's License
- None
- Regular daily travel to customer locations with 5% being overnight
- To perform this job successfully, an individual must be able to perform each job duty and responsibility Reasonable accommodations may be made to enable individuals with disabilities to perform job duties and responsibilities
- This position involves being in stationary positions; additionally, frequent standing, walking, climbing, and reaching
- Constant movement and use of limbs; this position requires good manual dexterity, coordination, and stamina
- Occasionally moves materials or equipment weighing up to 50 lbs
- Constant movement and use of limbs; this position requires good manual dexterity, coordination, and stamina
- Regularly works outdoors around moving mechanical parts and may be exposed to weather extremes when working outside in conditions that include inclement weather, heat, cold, and humidity
- Requires wearing common protective or safety equipment
- Works in an enclosed and open vehicle or equipment
- Exposure to small quantities of chemicals, dust, steam, high-pressure water and high speed rotating equipment
- Occasionally works in extremely bright or inadequate lighting
- Exposure to high noise levels and body vibration which can be distracting or uncomfortable
- Works in confined work spaces, awkward positions, and high places
- Exposure to minor burns, cuts, bites, or stings
- Routinely reacts to visual, auditory, and other signals, including alarms and instructions, and is required to visually inspect work
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