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Client Relations Coordinator

2 months ago


Rochester, New York, United States Toshiba America Business Solutions Full time
Position Overview:
As a pivotal member of the Toshiba America Business Solutions team, the Customer Relations Specialist is tasked with overseeing the review, auditing, and management of sales orders. This role ensures that all bids and sales contract conditions are meticulously examined for accuracy, safeguarding the company's profitability.

Key Responsibilities:
1. Ensure comprehensive documentation accompanies all sales orders.
2. Conduct thorough audits of sales contracts to verify accuracy, profitability, and compliance, including coordinating pricing inquiries with the sales team.
3. Collaborate with the Sales Team to troubleshoot and resolve any issues related to sales orders, ensuring seamless processing.
4. Research order components and applicable sales promotions that may influence the order's outcome.
5. Maintain accurate records in all designated systems, ensuring timely updates.
6. Serve as the primary contact for major accounts and specialized contracts, addressing lease-related concerns.
7. Work closely with Contracts, Sales, and Corporate Leasing to uphold profitable agreements.
8. Identify areas of concern and propose corrective measures as necessary.
9. Assist in reviewing lease rates and non-standard document analyses to meet profitability objectives.
10. Collaborate with sales and service management to determine optimal lease rates for finalization.
11. Secure lease approvals for orders with credit challenges to enhance revenue potential.
12. Facilitate training sessions for new Sales Representatives and Managers on proper documentation and processes.
13. Perform various administrative tasks to support regional and marketplace operations.
14. Generate and maintain reports, queries, and correspondence as needed.
15. Participate in sales meetings and respond to inquiries from staff, vendors, and customers regarding responsibilities, initiating appropriate actions for problem resolution.
16. Provide guidance to junior order processors as required.
17. Undertake additional related duties and administrative support as assigned.

Qualifications:
- High School Diploma or GED required; Bachelor's degree in accounting or finance preferred but not mandatory.
- A minimum of 5 years of demonstrated experience in lease transactions, contract support, billing, pricing, account maintenance, and customer service/sales support.
- Proficiency in journal entries, reconciliations, or general accounting transactions.
- Strong mathematical skills with the ability to thrive in a fast-paced environment with shifting priorities and a proven track record of meeting deadlines.
- Ability to adhere to processes and policies while understanding the implications of actions on other organizational areas.
- Excellent organizational skills with effective communication capabilities for interaction with clients and internal departments.
- Demonstrated experience with Microsoft Office Suite (Excel, Word, PowerPoint) and familiarity with ERP or CRM systems.
- Willingness to work overtime as needed and ability to travel periodically.

Toshiba America Business Solutions, Inc. offers a competitive salary and a comprehensive benefits package, including group health coverage, employee assistance programs, pre-tax spending accounts, pet insurance, a 401(k) plan, company-provided life insurance, employee discounts, and a generous paid holiday schedule.