Sales Support Processing Specialist
Hiring Manager(s): Dede Alexander ([email protected]), Jessica Winter ([email protected])
Description
JOB SUMMARY |
The Administrative Transaction Specialist is responsible for processing each transaction from submission to final completion for their assigned area, maintaining standard operating procedures and fostering a positive working environment. This role requires product knowledge, cost management, and teamwork. Since this position has a direct impact on the company’s monthly billing, all of the following Duties and Responsibilities are time critical. |
ESSENTIAL DUTIES AND RESPONSIBILITIES |
· Responsible for all aspects of processing Sales Orders to include complete and accurate submissions, leasing documents, sales orders, service agreements, in/outs, lease returns and commission sheets. · Ensure all calculations are accurate based on MSRP and current approvals and submit for funding. · Maintain accurate and up to date information in E-Automate when equipment leaves DEX and is delivered. · Enter manual sales orders with pricing into E-Automate and Sales Force within 24 hours of transaction submission. · Responsible for all aspects of leasing to include, but not limited to lease approvals, creating lease invoices, lease buyouts/update. · Provide Hold Harmless agreements to Sales Reps as needed. · Process all transaction check requests after deal is funded with accurate and completion documentation and updated commission sheet. · Follow up on funding and payment for all cash deals. · Provide reports, invoices and other documentation needed for Sales/Service. · Provide support to other Administrative Transaction Specialists as needed. · Other duties as assigned. |
MANAGEMENT AND SUPERVISORY RESPONSIBILITY |
· Typically reports to Management Direct Supervisor job title(s) Typically include: Area Manager · Job is not directly responsible for managing other employees (e.g. hiring/termination and/pay decisions, performance management. Job title example(s) of employees directly supervised: n/a |
JOB QUALIFICATIONS / SKILLS REQUIREMENTS |
· Basic math skills. · Ability to communicate clearly and effectively with all levels of employees within the organization, customers and vendors, both written and verbal · Attention to detail, data entry accuracy, ability to multi task and excellent organizational skills. · Able to work independently with minimal supervisor and as a productive team member. · Experience with E-Automate a plus · Ability to use Microsoft Office Suite including Outlook, Word and Excel |
EDUCATION AND EXPERIENCE REQUIREMENTS |
· High school diploma or equivalent required. · Minimum 1-2 year of experience in data entry, order processing or related office experience. · Customer service experience preferred. |