C676
Located in Valencia, CA
Pay: 22.00 - 25.00
Job Full Description
ONSITE SALES SUPPORT NEEDED IMMEDIATE!!! CALL MARIA AT 661-775-2570!
Lease Approvals
- Requested by Sales Rep
- Enter on Leasing company portals or send email request
- Co-terms – request addendum and rate
- Leasing company will send an approval, forward to rep. special rates – send 10% bump on rate
Upgrade/Buyout Figures
- Sales Rep Request
- Check portal or email request
- Email to reps
MUST include the following
- Checklist – signed by manager
- Detail Sheet, all info filled in, email required
- Price Sheets/Configuration sheet
- Maintenance Agreement – forward for approve, make sure it is signed
- Lease Approval – same legal name as the Lease Agreement
- Lease Agreement – legal name must match the approval; all fields need to be filled in
- Sales/Lease Order Agreement – Signed
- Purchase Order (required) – signed and match the Sales Order
- Removal Form – filled out and signed
- Buyout info – Copy of lease/invoice
- Equipment Removal Authorization – required if we are sending a check to the customer
- OOT – signed by servicing dealer
- Credit App/PG – signed if required with approval
- Commission Sheet
- IT Survey
- W9 – required with lead fee
- FDS – CPC lease
- Doc fee – if waives note on Sales Order and Lease
- Deferred payments – request rate
- Commission check
Install Sheets
Scanning
- Sales Packets
- Upload to SharePoint
- Stay on track with current Sales Orders
Lease Entry in ea.
- Stay on track with current leases
Lease Expiration Reports
- Run report monthly
- Look up upgrade figures
- Email to Sales Manager’s
EDA Leads
- Joe will email new leads
- Look up and email to appropriate Sales Manager
- Follow up in Sherpa
Misc. Sales Orders
- Loaners – follow up on return
- Moves
LOI
- Leasing company will reach when an account send LOI
- Send to Sales Rep
- look up upgrade figures
Lease returns
- confirm what has come back from each delivery
- process return instructions for return from link
- print label and tag the machine in the warehouse, include instructions
- send to Juanita to schedule for return
- once complete provide POD to Sales Rep/Teresa
Labels
- Folder checklist & Name/Job# label
Back up for invoicing
Order Office Supplies
Hotel Booking
Answers phones – cover on Mondays for lunch and when Juliana is out
Computer skills: Microsoft proficient
Qualified applicants with arrest or conviction records will be considered for employment following the law. Including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.
Santa Clarita, CA
2868
28159 Avenue Stanford
Suite 110
Santa Clarita, CA 91355
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