Location: Monterey, CA
GENERAL DESCRIPTION / PRIMARY PURPOSE
Support the Sales Allowance team in managing Sales Allowances thru data entry, communication, filing and other duties as assigned.
MAJOR RESPONSIBILITIES AND TASKS/DUTIES OF THE POSITION
Data entry that follows established rules of engagement for the rejection, credit and re-bill process
Assist with investigations for customer deductions
Obtain documentation and/or gain approval to close pending credits
Filing important documents and communicating relevant information
Performs other related duties as assigned by Sales Allowance Manager
JOB SPECIFIC COMPETENCIES (Knowledge, Skill And Experience Requirements)
Knowledge of systems that are used for the Rejection/Credit/Rebill/Financial Flow
Time management, ability to multi-task and ability to handle urgent interruptions with poise and professionalism
Highly organized, self-motivated, self-directed, think and act independently, while also being team oriented.
Consistently exhibit the aptitude to maintain focus while managing personal workload efficiently and effectively in an ever-changing environment
Excellent attention to detail
Strong listening skills and ability to clearly and concisely communicate.
Strong initiative and solid judgment abilities/skills.
Demonstrate the ability to work in a team-oriented, fast-paced environment.
Ability to plan and execute assignments to completion with minimal supervision.
ROLE COMPETENCIES (To be Completed by HR)
§ Functional Expertise
§ Business Acumen
§ Problem Solving
§ Interpersonal Skills/ Influence
INTERNAL & EXTERNAL RELATIONS
Internal Sales, Operations, Finance, Customer Service at all levels
Product Management Team
Outside Customers Buyer and Level Up
Outside Customers AP
EDUCATION AND CERTIFICATION
Accounting Experience a plus
Experience in business ERP systems or a related system as well as demonstrated ability to navigate fluently within Microsoft tools, i.e. Word, Excel, and Outlook
Some experience in AR and Service is desirable
Ability to climb stairs, be stationary for long periods of time, and lift up to 10 lbs.