What are the responsibilities and job description for the Operations Specialist - Leasing and Sales position at imageOne?
Imagine Thriving in a Culture of Personal and Professional Growth
We are seeking a skilled Leasing & Sales Operations Specialist to join our dynamic team at imageOne. As a hybrid role, you will have the opportunity to work from home 4 days a week and collaborate with us in-office on Fridays.
At imageOne, we value our employees' growth and well-being. You will be part of an award-winning company culture that prioritizes open communication, collaboration, and mutual respect.
About the Role:
- Responsibilities:
- Process and submit credit applications to lease partners for both existing and potential clients.
- Manage documentation submission to lease partners for finalized lease agreements.
- Generate and provide buyout quotes for end-of-lease options, supporting customers and sales team members.
- Compile and deliver customized lease reports for customers or internal company use as required.
- Assist with managing lease renewals, extensions, and terminations.
- Collaborate with sales teams and customers to conduct lease business reviews.
- Ad hoc departmental tasks as needed/requested.
- Sales Operations Support:
- Create managed print solutions contracts and addendums.
- Assist with ERP database entries for item and model creation.
- Create and send DocuSign packets for eSigning.
- Assist with creating proposals for customers in a CRM database.
- Assist with creating quotes within eAutomate (our ERP).
- Help with product configurations for current product lines (HP/Xerox/Canon).
- Ad hoc departmental tasks as needed/requested.
Requirements for Position:
- Bachelor's Degree or equivalent work experience.
- Microsoft Excel proficient (filters, pivot tables, v-lookups, etc.).
- Experience in related fields through professional experience and/or coursework.
- Must have excellent interpersonal, verbal, and written communication skills.
- Proven multi-tasker, able to effectively juggle a broad set of responsibilities.
- Strong organizational skills with high attention to detail and follow-through.
- Flexibility and adaptability in prioritizing tasks around demand.
- Self-starter who effectively prioritizes and acts with urgency.
- Experience taking on projects from inception to completion.
- Works well alone and with team members in various departments.
- Brings a positive energy to work each day.
- Authentically live our core values: Passion to Deliver the X, Open and Honest, eXtraordinary Execution, and Always Improving.
- Possess the 5 key competencies: Results Driven, Creative, Collaborative, Adaptable, Self-Starter.
Nice to Have:
- Previous experience with equipment leasing and finance.
- Knowledge/experience with ERP & CRM systems (eAutomate & SalesChain).
- Knowledge/experience using DocuSign.
Perks of this Job:
- Amazing workplace culture.
- Competitive salary.
- Hybrid Schedule: 4 days of remote work from home, with 1 required in-office day each week.
- Medical, prescription drug, dental, and vision benefits.
- Health savings account benefits.
- Flexible spending account benefits.
- Company-paid life insurance.
- 401k matching program.
- Paid time off program.
- Additional days off: Community Service Day, Your Birthday, We Care Friday (Surprise Friday off).
