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Tech Stack
Tools & technologiesOracle
About the role
Key responsibilities & impact- Receive sales orders from Sales Reps:
- As raw data needing consolidation and entry into the sales order system, or
- As work‑in‑process orders already partially entered.
- Evaluate order factors that determine revenue and cost, including pricing, lease rates, vendor credits, promotions, and sales compensation.
- Verify accuracy of product information and pricing based on published price structures and customer contracts.
- Ensure all supporting documentation is complete and accurate.
- Complete sales orders per Ricoh policies and quality requirements.
- Follow up on order modifications to ensure billing accuracy.
- Maximize order processing efficiency to meet delivery and invoicing cycle time requirements.
- Review leasing program results and ensure document accuracy with Sales.
- Provide order status updates to Sales; run and reconcile Order Management reports.
- Maintain expert knowledge of customer accounts and order types.
- Facilitate resolution of issues related to sales orders once assigned to Order Management.
- May coordinate workflow and paperwork for Associates and Specialists.
- Maintain excellent customer service for internal and external stakeholders.
- Manage Oracle‑booked orders, including monitoring progress through delivery, invoicing, funding, and forecasting accuracy.
- Ensure orders progress without delays to minimize preventable month‑to‑month order roll.
- Collaborate effectively with Sales, Supply Chain, Service Operations, and Finance.
- Run, reconcile, and format Order Management reports.
- Utilize advanced Microsoft Office skills, especially Excel and PowerPoint.
- Execute effectively against targeted KPIs.
- Serve as central point of contact for funding questions across departments and business lines.
- Work to streamline processes to increase efficiency, effectiveness, and customer satisfaction.
- Handle complex customer and lease invoicing disputes; initiate credit memos when needed.
- Ensure transactions are billable and fundable prior to installation.
- Initiate and process lease funding for all lease deals.
- Act as liaison with third‑party leasing companies to resolve issues and ensure timely funding.
- Assist with training new employees.
- Support team members with large or complex orders.
- Perform other duties as assigned.
Requirements
What you’ll need- 2‑year college degree or equivalent business‑to‑business experience required.
- 4‑year college degree preferred.
- 3–5 years of experience in a related field (sales, customer service, operations, or finance).
- Experience supporting sales and service organizations while managing multiple priorities.
- Proficiency with PC applications, Windows, and Microsoft Office (Excel and Word).
- Accurate typing and data‑entry skills.
- Strong communication skills; able to present information and respond to questions from various groups.
- Strong organizational and analytical skills; able to multi‑task effectively.
- Ability to work with and support sales personnel.
- Oracle experience preferred.
- Ability to train new employees on the job.
Benefits
Comp & perks- Choose from a broad selection of medical, dental, life, and disability insurance options.
- Contribute to your financial security with Retirement Savings Plan (401K), Health Savings Account (HSA), and Flexible Spending Account (FSA) investments.
- Augment your education with team member tuition assistance programs.
- Enjoy paid vacation time and paid holidays annually.
- Tap into many other benefits to enhance your health, wellness, and ongoing personal and professional development.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
data entryorder processingbilling accuracylease fundingsales order managementKPI executioncustomer account managementissue resolutionreport reconciliationdocument accuracy
Soft Skills
communicationorganizational skillsanalytical skillsmulti-taskingcustomer servicecollaborationtrainingproblem-solvingworkflow coordinationstakeholder management
Certifications
2-year college degree4-year college degree (preferred)
