Purpose:
Review and process whole goods-related sales transactions (warranty registration, invoicing, receipting in equipment, inventory clean-up, titling, etc.) timely and accurately, and ensure whole goods are properly invoiced. Attracts, retains, and effectively engaged department personnel.
Responsibilities:
- Verifies the completeness and accuracy of sales information such as customer information, tax information, equipment quantity, amounts, and payoff information needed for settlements
- Processes delivery receipts, warranty registrations, and titles, as appropriate
- Verifies retail note, used equipment floor plan, and payoff information is added on the settlement, as needed
- Ensures all eligible programs/discounts are applied to the sale
- Ensures all additional customer purchases are activated (i.e. PowerGard, JD Link, insurance, etc.)
- Records retail notes, bonuses, rentals and other purchase information into the dealer business system
- Invoices equipment sales and rentals in the business system
- Reconciles applicable accounts in the general ledger
- Manages recruiting, staffing and employee development activities for employees reporting to this position
- Coordinates with various General Managers, Regional Sales Managers and Regional Operations Managers to create and maintain proper processes within the sales operations department
- Provides additional administrative support as needed