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$110,000 – 130,000 annual
Drive Process. Enable Growth. Lead Operational Excellence.
Milton CAT is seeking a highly analytical and results-driven Sales Operations Manager to support and optimize our sales and rental operations across the dealership. This role is critical in ensuring accurate invoicing, streamlined workflows, and alignment between Sales, Rental, and Finance teams. The Sales Operations Manager leads continuous improvement initiatives across the quote-to-cash lifecycle, including improving available systems use and automation, leveraging KPIs to track efficiency/accuracy and developing or assisting with implementation of new tools or workflows to support our growing business. The ideal candidate thrives in a fast-paced environment, understands the importance of process discipline, and is passionate about driving efficiency and continuous improvement. We’re seeking a proactive leader who enjoys optimizing processes and making a measurable impact on business performance.
We are a leading, privately-held Caterpillar dealership with a strong reputation for customer service and operational excellence. Our team-oriented culture, focus on innovation, and commitment to employee development make us a top employer in the region.
Competitive salary
Health, Dental & Vision Insurance
401(k) with company match
Paid Time Off + Holidays
Tuition reimbursement and professional development opportunities
A collaborative, growth-oriented work environment
Oversee end-to-end sales and rental operational processes, from quote through invoicing
Ensure timely and accurate billing for sales transactions and rental agreements
Partner with Sales and Rental teams to improve order flow and reduce delays
Drive consistency in billing practices across systems (e.g., ERP, rental platforms) to improve billing efficiency
Collaborate with Finance to ensure alignment on terms, billing cycles, and compliance requirements
Identify and resolve invoicing discrepancies, including rental damage, credits, and adjustments
Partner with Sales leadership on pricing, margin management, and merchandising strategies
Support deal audit processes to ensure accuracy of agreements, attachments, programs, and billing elements as well as national account and customer-specific requirements.
Act as the liaison between Sales, Rental, Finance, and Operations teams
Provide guidance and training on processes and best practices
Support change management efforts tied to new processes, policies, or systems
Bachelor’s degree required
5+ years of experience in Sales Operations, Finance, or Rental Operations
1+ year of previous supervisory or management experience
Strong understanding of invoicing, billing cycles, and financial processes
Proficiency in ERP/CRM systems (e.g., AX, Texada, or similar platforms) and other digital tools
Highly detail-oriented with strong analytical and problem-solving skills
Proven ability to manage multiple priorities and drive process improvements
Strong leadership skills
Excellent communication and cross-functional collaboration skills
Experience in construction equipment, heavy equipment, or dealership environment welcome but not required
Commutable to Milford, MA for hybrid or full onsite work schedule
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Milton CAT is an authorized Caterpillar dealer serving the Northeast US and Upstate New York, selling, servicing, and renting Cat heavy equipment, power generators, engines, and marine systems. It serves construction, industrial, marine, and power generation customers.
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