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
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.
Tech Stack
Oracle
Benefits
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.