Sales Accounting Specialist at AgriVision Equipment and PrairieLand Partners in Winterset, Iowa

Job Description:

General Purpose:

The Sales Administrative Specialist is responsible for receiving and processing sale orders via Sedona Workflow software with the support of information received over the phone and email. The Sales Administrative Assistant ensures the accuracy of orders and issues invoices, maintains sales records, and compiles monthly sales reports. The Sales Administrative Specialist Reports to the Controller.

Essential Functions:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Receives and processes purchase orders.


• Issues sales transaction invoices.


• Verifies orders, including customers' personal information and payment details.


• Contacts sales professionals by phone or email to obtain missing supporting documentation.


• Maintains and updates sales records.


• Compiles monthly sales reports.


• Expedites orders through internal liaison.


• Checks customer Uniform Commercial Code (UCC) records to ensure equipment is free and clear of liens.


• Processes yearly service agreements.


• Purchases extended warranties for equipment.


• Purchases, monitors, and requests bonus incentives from vendor manufacturers.


• Converts Manufacturers Certificate of Origin (MCO) to a title for lien perfection.


• Supports the sales department with other administrative tasks, if requested.


• Receipt new wholegood units (John Deere and Shortline).


• Manage and reconcile John Deere and Shortline audits.


• Manage and maintain rental and demo process and post payments and credits to inventory.


• Wholegoods inventory maintenance.


• Retail note reconciliation and payoffs for trade equipment.


• Manage and reconcile shipping stand returns.


• Performs other duties as required and necessary to ensure the success of PrairieLand Partners.

Supervisory Duties:

• None.

Knowledge, skills and abilities:

• Ability to consistently promote, support, work, and act in a manner in support of PrairieLand Partners vision, mission, and values.


• Exceptional interpersonal and customer service skills.


• Knowledge of industry software.


• Advanced knowledge of administrative recordkeeping.


• Ability to interpret sales reports and sales records.


• Knowledge of word processing and spreadsheet software.


• Excellent written and verbal communication skills.

Education:

• An Associates Degree in accounting or related field is required.


• A Bachelors Degree in accounting or related field is preferred.

Experience:

• Previous experience in sales administration, or a similar role is preferred.


• An equivalent combination of education and experience may be substituted on a year for year basis.

Additional Requirements/Licenses/Certifications:

• Must have reliable transportation.


• Must have and maintain a valid drivers license.


• Passing a driving record (MVR), criminal history background checks, employment verification, and drug screen will be required prior to the start of employment.

Working Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Work is generally performed in a professional office environment.


• The noise level in the work environment is usually moderate.


• Work may involve extended hours and overtime during month-end and year-end processing, holidays, weekends, and evenings.

Physical Activities:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• This is largely a sedentary role; however, some filing is required; it would require the ability to reach for and lift files, open filing cabinets and bend or stand on a stool as necessary.


• Ability to stand, sit, walk, walk on unpaved terrain, talk, reach with arms and hands, have good manual dexterity, use hands and fingers to operate a computer and telephone keyboard, handle or feel, hear alarms/telephones/normal speaking voice.


• While performing the duties of this job, the employee is regularly required to talk or hear.


• Moderate physical activity required by moving and positioning objects up to 50 pounds occasionally and/or up to 20 pounds frequently.


• Specific vision abilities required by this job include close vision, distance vision, color vision, and ability to adjust focus.