- Submit and review credit applications for pre-approval of all deals, including “cash” deals
- Obtain buy-out and trade-up quotes as needed
- Coordinate new customer file setup and existing customer profile maintenance with Master Data
- Ensure completeness and accuracy of order documents including leasing requirements and maintenance contract
- Enter orders in SAP and CRM while ensuring the proper recognition of revenue in accordance with Company policy
- May be either the primary or back up for Sales Compensation Administration working closely with the Branch Controller to follow SBS policy and process in the timely and accurate payment of Sales Compensation.
- Processing Consignment orders according to policy.
- Coordinate out-of-territory deliveries and ongoing service with proper dealers
- Acts as liaison with Corporate National Accounts as orders warrant
- Tracking and timely reporting of order status as per Sales Potential (ZOFT) report from entry to final invoicing
- Coordinate with leasing companies to ensure timely funding of lease transactions
- Responsible for ensuring complete and timely scanning of all customer documents and complete booked deal packets for proper document storing and sharing with team members.
- Oversight of timely receipt of return authorizations for lease returns
- Lease Portfolio Management and Reporting
- Coordinate with Customer Service Reps regarding issues related to billing, customer inquiries as well as assisting RMS with Accounts Receivable issue resolution
- Provide administrative and system support for assigned sales representatives
- Other duties as assigned.
- 1-3 years experience as an assistant in a sales organization or similar capacity in an administrative or financing role
- Highly detail oriented with exceptional organizational skills
- Proficiency in Microsoft Office, with an emphasis on Excel
- Superb written and oral communications skills
- College degree preferred
- Experience with SAP preferred
Compensation for this position
Employee perks
- Comprehensive, family-friendly healthcare plans (medical, dental, vision).
- 401k retirement plan with a competitive match and plenty of financial support tools.
- Employee Assistance Plan to care for you and your family's mental and behavioral health, balance, and support. Financial protection for you and your family (life insurance and disability insurance)
- Rewarding and wholistic wellness program.
- Training, professional development, and mentorship
- Full suite of voluntary insurance benefits for financial planning (auto, home, ID protection and legal)
- Dynamic culture eager to innovate, enhance diversity, and work smarter.
#Li-kb1