Equipment Advisor

Description

:

What You'll Do

Manage End-to-End Equipment Orders

• Act as the primary point of contact for all new equipment customer orders from order receipt through delivery and invoicing.
• Coordinate the complete fulfillment process for equipment sales, including large packages and project-based orders.
• Source and allocate equipment and attachments according to customer agreements and deal requirements.
• Coordinate equipment preparation activities with internal prep facilities and control tower teams, ensuring scope of work requirements are completed.
• Monitor order progress, identify potential delays, and proactively communicate solutions to stakeholders.
• Coordinate transportation and delivery of equipment to customers.
• Ensure all financing, credit approvals, freight arrangements, storage agreements, warranties, and other requirements are completed prior to invoicing and equipment scoring.

Provide Quoting Support

• Review and prepare custom equipment configurations and preparation costs for non-standard equipment orders.
• Create manual quotes for attachment-only transactions.
• Collaborate with quoting teams to request new or amended configurations when required.

Deliver an Exceptional Customer Experience

• Serve as the single point of contact for sales teams regarding customer order status and fulfillment updates.
• Proactively communicate order progress and critical milestones to customers and internal stakeholders.
• Investigate and resolve fulfillment challenges that may impact customer-required delivery dates.
• Build strong relationships with internal departments and external partners to ensure customer expectations are met.

Collaborate Across the Business

• Partner with Inventory Planning, Transportation, New Equipment Preparation, Procurement, Finance, and other cross-functional teams.
• Support branches and internal stakeholders by providing guidance on equipment fulfillment processes and best practices.
• Identify opportunities to streamline processes and improve overall supply chain effectiveness.

Maintain Tracking and Documentation

• Ensure customer orders, sales packages, deposits, invoices, and supporting documentation are complete and accurate.
• Maintain detailed records and tracking throughout the order lifecycle.
• Ensure compliance with company policies, procedures, and sales package requirements.

Support Continuous Improvement

• Participate in process improvement initiatives and special projects.
• Maintain and support standard operating procedures and fulfillment documentation.
• Provide backup support for team members during vacations, absences, and peak workload periods.

What We're Looking For

Key Competencies

• Strong customer focus with a commitment to delivering exceptional service.
• Excellent problem-solving and decision-making skills.
• Ability to manage multiple priorities and competing deadlines.
• Strong sense of accountability and ownership.
• Ability to work effectively in a fast-paced, high-volume environment.
• Collaborative team player who builds positive relationships across all levels of the organization.
• Innovative mindset with a passion for continuous improvement.
• Courage and confidence to address issues proactively and drive solutions.

Skills & Abilities

• Outstanding verbal and written communication skills.
• Strong organizational and time management abilities.
• Exceptional attention to detail and accuracy.
• Ability to analyze complex business issues and recommend solutions.
• Self-motivated and capable of working independently with minimal supervision.
• Empathetic and responsive to customer needs.
• Strong relationship-building skills with both internal and external stakeholders.

Qualifications

Education

• Post-secondary education in Supply Chain Management, Operations Management, Business, Industrial Engineering, or a related discipline.
• Equivalent combinations of education and relevant experience will also be considered.

Experience

• 3-7 years of experience in customer service, service administration, order management, supply chain, logistics, operations, or a related field.
• Experience managing complex customer orders and multiple stakeholders is strongly preferred.
• Experience with transportation, logistics, warehousing, contract management, sourcing, or inventory management is considered an asset.
• Experience with Caterpillar equipment or the heavy equipment industry is considered an asset.

Technical Knowledge

• Proficiency with Microsoft Office applications, including Excel, Outlook, and Teams.
• Experience working with ERP, order management, or inventory systems.
• Strong understanding of order fulfillment, supply chain, and customer service processes.

Why Join Us?

This is an opportunity to play a critical role in delivering industry-leading customer experiences by ensuring customers receive the right equipment, at the right time, with seamless coordination every step of the way. You'll work with a collaborative team, gain exposure across multiple areas of the business, and contribute directly to operational excellence and customer success.

Position Type: Permanent Full-Time
Schedule: Monday-Friday

Work Environment: Fast-paced, collaborative, and customer-focused

If you're passionate about customer service, operational excellence, and coordinating complex equipment orders from start to finish, we'd love to hear from you.

At Finning, we prioritize creating a diverse and inclusive environment. We are proud to be an equal opportunity employer, and we actively encourage all individuals to express themselves and achieve their full potential. As a company, we continuously strive to enhance our outreach to individuals of all backgrounds and identities. We do not discriminate against applicants based on gender identity, race, national and ethnic origin, religion, age, sexual orientation, marital and family status, and/or mental or physical disabilities. Furthermore, Finning is committed to collaborating with and providing reasonable accommodations /adjustments to individuals with disabilities. If you require an adjustment/accommodation at any point during the recruitment process, please inform your recruiter.