Peterson Cat

Representative

• Monitor and collect company receivables, emphasizing delinquent accounts
• Analyze customer records and correspondence to maintain accurate records and mitigate risk
• Modify credit limits, resolve disputes, and recommend and follow Corporate Credit Policies
• Coordinate credit meetings with operational departments
• Promote Cat Commercial as a resource and solution for Peterson’s customers in collaboration with Cat Financial
• Provide superior customer service
• Initiate credit collection efforts and develop customer relationships to support collections
• Develop and recommend payment solutions for delinquent customers
• Evaluate accounts and reduce or extend credit lines or place credit holds
• Monitor additional exposure on delinquent accounts and consult on marginal credit issues
• Prepare, facilitate, and distribute regular and monthly credit reports and meetings
• Manage accounts sent to collections or legal
• Determine chargebacks and write-offs of unrecoverable accounts
• Prepare and file pre-liens, stop notices, and mechanic liens; refer matters to attorneys with approval
• Recover bad debt through appropriate channels
• Reconcile assigned accounts, provide requested documents, execute credit references, and process return mail
• Maintain punctual, regular, and predictable attendance

Credit Representative

Technician

• Perform installation and commissioning to Electrical Power Generation (EPG) equipment at designated customer locations throughout the United States.
• Maintain a safe working environment and observe all safety procedures, laws, policies, and rules.
• Promote and work in a manner consistent with Contamination Control guidelines.
• Support company safety and housekeeping standards.
• Communicate with internal and external customers in a manner that promotes a positive relationship.
• Analyze and diagnose equipment malfunctions.
• Perform pre-delivery setup, installation, and start-up on all makes and models of Caterpillar engines, generators, and related products.
• Repair, replace, and rebuild engines and related systems and components of Cat and Non-Cat products in Industrial and EPG applications.
• Write service reports that accurately document activities.
• Operate company, rental, or personal vehicle as needed to transport parts and equipment and perform other field service duties.
• Travel up to 100% of the time to meet customer service requirements.

Data Center Technician

• Perform repairs to Electrical Power Generation (EPG) equipment
• Maintain a safe working environment
• Analyze and diagnose equipment malfunctions
• Communicate with internal and external customers
• Write service reports and prepare required documentation
• Operate company or rental vehicle as needed

Data Center Field Technician

Account Executive

• Maintain and grow Peterson’s market share within the assigned territory
• Execute a strategic sales call itinerary within the assigned territory
• Make sales calls on the decision-maker in existing and prospective customers’ business
• Maintain and nurture new and existing customer relationships through frequent contact
• Utilize customer relationship management (CRM) software to document sales activities
• Present sales literature and brochures to customers
• Provide written cost-benefit summaries for purchasing equipment compared to similar competition
• Attend trade shows, conferences, and other marketing events

Sales Representative

Project Manager

• Represent Peterson on-site at customer locations during delivery, installation, and commissioning of equipment sold
• Schedule and direct regular meetings with subcontractors and customers/owners to track project progress and task items
• Consistently manage project documents including permits/approvals, certified payroll, project schedules, site safety guidelines, and site access
• Partner with customers, embrace customer goals, and engage with key stakeholders and suppliers to meet the customer’s goals
• Work with Sales team and customers to fully understand scope of supply and expectations
• Provide other technical support and work/cost estimates as may be required to the Sales team
• Coordinate all project logistics including equipment orders, custom packaging, shipping, and site services
• Review contract documents thoroughly to ensure compliance with specifications and appropriateness of commercial terms
• Utilize project management software to establish budgets, issue purchase orders, and monitor project financial status
• Select vendors and issue purchase orders based on quality, compliance with customer’s specifications, pricing, and availability
• Coordinate material deliveries and production scheduling and expedite shipping as appropriate to meet schedule demands
• Act as primary liaison between Peterson and the customer for the duration of a project
• Prepare for and attend project meetings as requested at customer locations, job sites, and Peterson offices
• Ensure project quality control; coordinate all on-site activities including labor, subcontractors, testing, and inspections
• Maintain oversight control of assigned projects within the department
• Assist and guide field crew(s) as appropriate
• Work to ensure compliance with final acceptance requirements and successful turnover to the customer
• Maintain and provide documentation to the customer as applicable to work scope and contract requirements
• Provide backup and be a resource to team members in areas of experience and expertise
• Assist sales team in pre-sale meetings and project development
• Provide guidance to service personnel during start-up and commissioning exercises
• Continue education and training as a self-directed learner to keep pace with current technology impacting our business