Job Summary: This position is responsible for the preparation, planning, and follow-up of IronPro agreements and National Accounts agreements. Provides assistance on improving product support efficiencies and maximizing customer satisfaction. This includes agreement renewals, quoting assistance, organizing, billing using both internal and external systems, documentation, and filing of paperwork.
The incumbent in this position is expected to model the following practices daily:
Demonstrate alignment with the company's mission and core business values;
Collaborate with key internal/external resources;
Participate in ongoing self-development.
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Department
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Machine Division (MAC)
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Employment Type
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Full Time
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Location
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San Antonio
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Address
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5665 SE Loop 410, San Antonio, Texas, 78222
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Workplace type
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Onsite
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Reporting To
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Alexandra Ramirez
Essential Functions
Models, promotes, reinforces, and rewards the consistent use of HOLT's Values Based Leadership (VBL) tools, models, and processes to ensure alignment with our Vision, Values, and Mission
Maintains IronPro agreements using resources found in Salesforce and Dealer Business System
Maintains an accrual account system for the tracking of customers who make advance payments for services not yet rendered, thereby, separating regular service payments from IronPro service payments not currently chronicled in our existing company accounting system
Manages all "interval" billing through Contract Tracking
Maintains a contract renewal plan with input from PSSR's
Coordinates with other dealers on maintenance of out of territory machines
Manages the lifecycle of Method of Procedures (MOPs) including the draft, review, revision, and publish phases
Opens and closes internal and external work orders utilizing customer portal for preventive, corrective, and warranty services,
Issues and receives Purchase Orders, maintains all associated paperwork
Assists with customer relations/service of our current and potential IronPro customers; Completes monthly commissions for CT and PM accounts
Requires regular and punctual employee attendance
Works safely always and adheres to all applicable safety policies; complies with all company policies, procedures, and standards
Performs other duties as assigned
Knowledge, Skills, and Abilities
Excellent oral and written communication skills
Exceptional organizational, time management, and multi-tasking skills
Knowledge of business accounting principles
Computer proficiency and technical aptitude to utilize various MS Office products, Salesforce, DBS, and other job-related software
Ability to interact with tact and courtesy and maintain a professional manner
The ability to read and understand information and ideas presented in writing
The ability to listen to and understand information and ideas presented through spoken words and sentences
The ability to work independently as well as part of a diversified team
Requirements
Education and Experience:
High School Diploma or equivalent required
Minimum three years of job-related experience preferred
Supervisory Responsibilities:
Travel:
Up to 25% travel may be expected
Physical Requirements:
To perform this job successfully, an individual must be able to perform each job duty and responsibility satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform job duties and responsibilities.
Visual acuity, speech, and hearing; hand and eye coordination, and manual dexterity necessary to operate a computer, keyboard, and basic office equipment
Subject to walking, standing, sitting, kneeling, stooping, and twisting
This position frequently communicates with employees, vendors, and stakeholders; Must be able to exchange accurate information in these situations
Occasionally lifts up to 20 lbs.
Work Environment:
This job is generally performed in a professional office, in environmentally controlled conditions
Frequently works at a fast pace with unscheduled interruptions
Disclaimer:
Please note that the above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not to be interpreted as an exhaustive list of all responsibilities, duties, and skills required of the incumbents so classified. All incumbents may be required to perform duties outside of their normal responsibilities, as needed.
About HOLT CAT
HOLT CAT is the authorized Caterpillar heavy equipment and engine dealer for 118 counties in South, Central, North and East Texas. Established in 1933, HOLT sells, services and rents Cat equipment, engines, generators and trucks for construction, mining, industrial, petroleum and agricultural applications. HOLT sells Caterpillar used equipment worldwide and fabricates its own line of custom engineered products including land management products and water tankers. Additionally, HOLT is a dealer for Link-Belt Cranes, Trimble Heavy and Highway construction products and AccuGrade grade-control systems.
The Holt name has been associated with heavy equipment and Caterpillar for over 100 years. HOLT CAT owners, Peter J. Holt and Corinna Holt Richter are direct descendants of Benjamin Holt, who in 1904 developed the first successful track-type tractor which he named the "Caterpillar." HOLT CAT has come to be synonymous with quality, integrity and commitment to customer service.
The HOLT CAT team is committed to providing rock solid stability with superior products and services from The Red River to the Rio Grande.
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HOLT CAT
Oct 22, 2026