Job Description:

• Manage an account base of 800-1200 accounts, valued between $1-$2 million.
• Build strong customer relationships and conduct needs analysis to recommend products.
• Calling customers regularly to promote and sell parts, services, and customer agreements.
• Maintain accurate customer information for sales and promotions.
• Use CRM and other tools to support customer needs.
• Understand and promote Finning/CAT digital solutions and apps.
• Support sales events and regional marketing programs.
• Complete various customer experience programs.

Qualifications:

• Related post-secondary education is considered an asset.
• Previous experience in Parts, Heavy Equipment, Mechanic, or Electrical Industries is an asset.
• Experience in database marketing.
• Friendly and able to build relationships over the phone.
• Quick learner with a willingness to invest in training.
• Adherence to company policies and procedures.

Note:

• This position is based out of our Edmonton office location.
• Hybrid opportunity with 2 days per week in office, 3 days from home (once trained).
• Permanent, full-time role with a competitive salary.
• Flexible option plan benefits with varying levels of coverage from day one.
• Matching pension contributions to help you save for the future.
• Matching share purchase program.
• Employee Share Purchase Plan and RRSP options.
• Paid vacation with an increasing allowance based on years of seniority.
• Training opportunities to learn about Caterpillar equipment.

Join our team as a Human Resource Business Partner and be the driving force behind our people strategy! In this pivotal role, you'll collaborate with leadership to shape our company's future by aligning talent initiatives with business goals.

We're looking for someone who is passionate about empowering employees, fostering a dynamic workplace culture, and driving organizational success. If you're ready to influence change, elevate careers and make a lasting impact, this is the opportunity for you!

For this position, the expected salary range is between $85,000 - $95,000 annually. This range reflects our commitment to providing competitive compensation that aligns with industry standards and your qualifications.

Please note that the actual salary offer will be based on a candidate’s experience, qualifications, and fit for the role. We are dedicated to fostering an inclusive and equitable work environment, and this salary range is designed to support that commitment.

Job Description:

Business Partnership / Customer Service

• Collaborate and work proactively with business leaders, including senior leaders and/or general managers, in the areas of annual workforce planning, succession planning, talent management and leadership coaching.
• Partner closely with the Global Centers of Excellences (COE) to implement human resources strategies, practices, processes, and programs that align to strategic goals and business priorities.
• Be recognized as a trusted business partner to the Finning leadership team and provide council on HR, workforce and leadership matters and issues.
• Develop a deep knowledge of Finning’s business to more effectively support business leaders.
• Ensure compliance and provide guidance related to regulatory requirements.

Labor Relations / Employee Relations

• Coach and advise front-line managers in the interpretation and application of applicable Collective Agreements and/or other related Corporate policies.
• Facilitate and support leadership through the investigation process, including investigation resolution, progressive discipline application and potential employee termination.
• Assist leaders in addressing employee behavioral and performance concerns utilizing Finning performance management tools and conflict resolution strategies.
• Liaise with local Union Business Representatives on ongoing labour relations matters within respective client groups.

Organizational Effectiveness

• Partner with client groups to design succession plans for key talent and positions.  Identify training and development gaps and support the identification of high potential employees.  Assists leaders in developing Career Development Plans with their employees and coaching leaders on career development discussions.
• Identify and evaluate changes in industry practices and business trends and capitalizes on opportunities that will improve client operations including increasing team engagement and addressing inclusion and diversity initiatives.
• Develop and fostering the organization's culture to build the climate for success.

Human Resources Programs

• Provide direction, guidance and assistance in the successful execution of annual HR programs across Finning including compensation planning, performance management and talent reviews.
• Identifies opportunities for educating and communicating with Finning’s people (e.g. presentations, project rollouts etc.).
• Provide feedback to the HR Centers of Excellence regarding the effectiveness of Corporate programs and products.

Specific Skills:

• Strong analytical skill and an ability to identify trends and patterns of behavior.
• Strong partnering, communication (written and verbal) and interpersonal skills and the ability to influence at all levels.
• Excellent analytical, risk assessment and problem-solving skills which include quickly identifying core issues and making effective decisions.
• High proficiency in Microsoft applications (Excel, PowerPoint, Teams, OneDrive, SharePoint) and comfortable navigating in HRIS.  Experience with Workday is an asset.
• Collaborative, responsive and service-oriented approach and proven ability to immediately establish credibility and able to influence change.  Demonstrates a strong sense of urgency.
• A self-starter who is comfortable with ambiguity and able to work in an environment without clearly established boundaries.  Creative, thinks outside the box.
• Proactive, flexible and comfortable in a fast-paced, constantly changing environment, which demands a high level of energy and commitment.
• Strong alternative dispute and conflict resolution skills to encourage resolution at the lowest level.
• Strong focus on continuous improvement ideas and initiatives to drive positive change.
• Excellent communication and presentation skills.
• Ability to work autonomously, while remaining aligned with HR strategies.
• Ability to recognize the link between talent and other HR initiatives and business strategy

Knowledge:

• Extensive knowledge and understanding of labour and employment laws, regulations, procedures and standards in Canada.
• Proven experience in leading and managing the investigation process.
• Sound general knowledge of HR Programs, Policies & Procedures, Collective Agreements and relevant legislation coupled with business acumen.
• Excellent understand and ability to apply Finning policies and procedures.
• Maintain a current knowledge of HR best practices.
• Extensive knowledge with organizational structure, change management, employee engagement, performance management, and leadership succession
• Thorough understanding of ability management and return to work practices and programs (STD, LTD, WCB)
• Thorough understanding of Finning health and safety policies and procedures.
• Understanding of Lean methodologies and continuous improvement fundamentals.

Education & Experience:

• Post-secondary education in human resources management, labour relations management or a related field.
• 5+ or more years of professional-level human resource generalist experience, working and collaborating with business leaders in a consultative capacity.
• Previous experience working with HRIS systems. Previous experience with Workday considered an asset.
• HR designation (CPHR) or significant progress towards completion considered an asset
• Experience working within a unionized heavy industrial environment is preferred.

• Develop and maintain business relationships with brokers, and end users worldwide.

• Sell Caterpillar and non-Caterpillar products to a diverse client base.

• Identify markets and strategies for purchasing and disposing of aged equipment in construction, forestry, mining, and related industries.

• Assist the Finance department with third-party financing opportunities and debt collection.

• Utilize Finning (Canada)’s CRM software to manage client information.

• Resolve customer product concerns and warranty issues.

• Ensure all sales documents and customer agreements are completed accurately and promptly.

• Develop and maintain long-term strategic relationships with clients, upholding high standards of professionalism and ethics.

• Forecast used equipment sales and achieve budgeted revenue targets.

• 5+ years of general line sales and product support experience is an asset.

• International business experience is beneficial.

• Proficiency in a second or third language is an asset.

• Strong skills in consulting, negotiation, networking, presentation, influencing, and client relations.

• In-depth knowledge of products related to construction, mining, and forestry.

• Understanding of international trade laws, environmental and safety certificates, and freight challenges.

• Attention to detail and accuracy.

• Strong technical skills to evaluate equipment conditions and understand market prices.

• Financial acumen.

• Excellent selling, articulating, and listening skills.

If you’re ready to take your career to the next level and make a global impact, apply now!

This position is responsible for assisting customers and branch employees with credit account inquiries and requests. It focuses on collection of past due accounts and mitigating the risks associated with extending credit through proper and regular review of customers’ accounts. The Customer Account Representative ensures that corporate policies and guidelines are followed with all credit and collection processes while delivering a high level of customer service that supports business and sales strategic objective.

Job Description:

Major Job Functions:

Portfolio Management:

• Administer collection activity and build and maintain the credit history file in utilized enterprise resource system (M3, SalesLink or other assigned systems
• Manage assigned accounts, includes contacting customers to follow up on accounts, reviewing accounts and notes receivables reports regularly to identify follow up requirements, monitoring and communicating customer portfolio and regional customer metrics to internal stakeholders, processing small balance write off, account adjustment, and account reconciliation, and resolving dispute, discrepancies and short payments
• Assist in branches when receiving request for Deferral’s, General Security Agreements (GSA), garage man's liens and escalate to Senior CAR.
•  Negotiate repayment arrangements within a 90 day repayment period; escalate to Team Lead and or Sr. AR Manager for protracted periods.
• Collect on past due accounts and report to Account Receivable Team Lead and or Senior AR Manager on accounts requiring legal action, repossession, bad debt write off and identified as risk.

Customer Service:

• Provide customer service on accounts, includes forwarding invoices, processing credit card authorization forms, processing customer refund request; completion of Netting forms, Write-Off forms, Credit Matrix, and submission to the appropriate assigned signing authority.
• Responding to customer enquiries, by promptly answering the queue line.
• Reconciliation of AR accounts as required

Credit Approval:

• Approve credit releases for parts, service and rentals request and authorize requests over the set credit limit

Reporting:

• Prepare weekly & monthly AR reports as assigned
• Other assigned duties as required

Accountability:

• Meet or exceed set collection targets (60 to 90 day targets) and bad debt targets and reduce delinquency rates for assigned accounts, as outlined in corporate guidelines
• Regular, proactive and consistent contact with customers assigned and accurate and timely account and process information and documentation, as required
• Monitor and communicate customer portfolio metrics (e.g. delinquency notes, portfolio ageing and identified risks) to applicable internal stakeholders and Accounts Receivable Team Lead
• Identify and act on accounts requiring legal action through communicating with Accounts Receivable Team Lead, Senior CAR, or  Senior AR Manager on areas of concern
• Represent the company in a professional and ethical manner and establish and maintain effective and cooperative working relationships with customers, branches and all internal relationships while maintaining confidentiality
• Adhere to policies and procedures outlined in the Credit Department Policies and or Procedures

Experience:

• 1-3 years of high volume corporate collections experience
• 1-3 years’ experience processing accounts receivable
• Proficient in MS Office Applications
• Knowledgeable of the Personal Property Security Act (PPSA), Personal Information Protection Act (PIPA) and Bankruptcy and Insolvency Act (BIA)
• Knowledgeable of basic business law and basic tax law
• Knowledgeable of Generally Accepted Accounting Practices (GAAP), credit procedures and CCAA (Customer Credit Agreement Act)
• Knowledge of account receivable and collection practices
• Understands and adheres to Finning policies and procedures, including Safety

Specific Skills:

• Sound customer service skills
• Strong verbal and written communication and interpersonal skills
• Strong time management, multitasking and prioritization skills
• Self-motivated and independent problem solving skills
• Sound organizational skills
• Strong Excel & account reconciliation skills