Programs/Invoice Coordinator (Administrative)
Would you like to be part of a focused, dedicated team? Do you want to work and grow with other motivated, ambitious people?
Wagner Equipment Co. offers challenging career opportunities, extensive training and employee development along with an opportunity to grow your career and thrive under Wagner's reputation for excellence. We offer excellent benefits and supply you with the tools you need to maximize your potential and grow within Wagner.
Benefits include:
- Paid Time Off (PTO) Plan - Up to 96 hours of PTO in your first year + 8 company paid holidays
- Medical, dental, and vision insurance
- Life and AD&D Insurance
- Retirement Plans - 401K and Roth 401K , eligible employees can receive a company contribution up to 7%
- Tuition Reimbursement
- Employee Assistance Program (EAP)
- CEFCU- Citizens Equity First Credit Union - Employees have access to services include payroll deductions savings, accounts, loans, VISA card, and more.
- Additional Benefits include: Unum Supplemental life Insurance, Aflac Critical Illness + Accidental Insurance, ID WatchDog and discounted employee phone plans.
The responsibilities of this position will be to perform clerical and analytical duties related to processing the sales department merchandising claims and invoicing, salesmen commissions, ordering of allied products, and various inventory responsibilities in a manner that reflects the company's vision of working as “One Professional Team.”
Pay Rate: $
Pay rate is dependent upon education & experience.
Essential Functions:
Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
- Completes all gross-profit worksheets for sales, conversions, and leases that include costs, credits, and accruals for accounting, including factory rebates and post-sale credits
- Reports all new sales to Caterpillar (CAT) through the CSS Reporting System
- Files all CAT programs that are eligible for each transaction
- Provides all pertinent back-up information to CAT for timely payment of programs and quarterly audit
- Approves credits, rebates, and other claims for Accounts Payable
- Maintains monthly open-accrual report for accuracy
- Maintains spreadsheets for all CAT claims filed, as well as warranty from CAT
- Handles all types of invoicing transactions – sales, rental, leases, and conversions
- Assures payment of CAT invoices
- Reviews and maintains daily reservation report for accuracy
- Responsible for ordering and managing all allied equipment for our earthmoving division
- Manages all transportation from our vendors and amongst our territory for allied equipment
- Manages the inventory by reviewing aging inventory, making decisions on excess or short positions, and disposes of slow-moving inventory
- Is responsible for equipment package configurations, and pricing
- Is responsible for back up and support for the Prime Product Order Specialist
- Supports sales management via analysis on special projects as needed
- Other duties as assigned by manager
Required Education & Experience:
- High School Diploma or GED
- 2 years of administrative experience with an emphasis in accounting
Physical Demands & Competencies:
- Standing, walking, talking, sitting, use of hands & hearing
- Sedentary work that primarily involves sitting/standing but may require occasionally lifting and/or moving up to 25 pounds
- Data Entry, telephone, reading/writing, reasoning, organizational, communication & math skills
- Safety & Product Knowledge
- Advanced knowledge of Microsoft Outlook and Excel
Work Environment:
- Noise: Quiet
- Indoor
Other Duties:
Job Offers are contingent upon all required pre-employment screenings which may include but are not limited to background checks, drug/alcohol testing, fit for duty testing, and any other job-related tests/screenings.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Requirements are representative of minimum levels of knowledge, skills and/or abilities. To perform this job successfully, the employee must possess the abilities or aptitudes to perform each duty proficiently.
Wagner Equipment Co. is an EEO/AA/Veterans/Disabled employer.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.
Sales
