Demo

Branch Coordinator

UBEO, LLC
San Antonio, TX Full Time
POSTED ON 3/5/2025
AVAILABLE BEFORE 3/27/2025

UBEO Business Services, the premier provider of business technology products and services, is seeking to hire a Branch Coordinator to join our team in San Antonio, TX!

UBEO is a distributor/servicer of document equipment and software solutions. Primary products include Canon, Ricoh, Xerox and Konica Minolta multi-functional equipment and Kyocera printers. UBEO specializes in electronic document management software and integrations.

Department: Administration
Reports To: VPGM
FLSA Status: Full Time / Hourly

Purpose

This position is responsible for providing administrative support to the branch sales team, corporate administration, and finance partners, to obtain the appropriate paperwork to invoice equipment sales.

Responsibilities include:


Primary responsibilities include supporting the sales team within the branch and serving as liaison between various departments such as sales, logistics, order processing, etc. This position requires the Branch Coordinator to review the terms & conditions of sales agreements and all related paperwork prior to submission to Order Processing. The position requires a detail-oriented individual with good communication skills and the ability to follow through when information received is not accurate or complete. Specific duties include, but are not limited to:

  • Processing equipment orders and billing for rental and sales of equipment
  • Working closely with rental companies and sales team
  • Processing collateral exchanges
  • Processing trade-ins
  • Maintaining monthly sales numbers
  • Verifying the accuracy of contracts, pricing, & paperwork as received from sales reps for incoming orders
  • Order entry
  • Attending weekly sales meetings
  • Coordinating trade shows, events, and other promotions

Must be organized and detailed-oriented, with the ability to multi-task in a fast-paced environment.

Supervision

Supervised

Contacts

Internal: Exempt, Non-Exempt
External: Current Customers, Vendors

Job Related Dimensions

  • Strong attention to detail
  • Strong communication skills – both verbal and written
  • Proficiency in MS Office products (Excel, Word, MS Outlook, Powerpoint).
  • Proficiency in EAutomate

Qualifications

  • HS Diploma or GED
  • Preferred: Associates Degree or 2 years of college coursework or equivalent training

Physical Demands & Work Environment

  • Ability to sit at desk for prolonged periods of time.
  • Ability to talk on the phone and work with various computer tools and applications.
  • Ability to type and compose written communication in various forms.
  • Ability to lift 20 lbs on occasion.

UBEO offers a competitive compensation package. UBEO also offers an excellent benefits package which is a significant part of our employee's total compensation. We strive to provide a broad range of competitive benefits designed to meet your personal needs and priorities. Our comprehensive benefits package includes:

  • Choice of medical, dental and vision plans that provide our employees and their families with high-quality healthcare, including orthodontia for both adults and child(ren)
  • Generous Company Paid Health Reimbursement Account Options to defray deductible expenses
  • Company paid life and accidental death and dismemberment insurance for you, your spouse and child(ren)
  • Flexible Spending and Health Savings Account Options - Set aside pre-tax dollars to cover out-of-pocket expenses related to health or dependent care
  • Voluntary coverages at low group rates including Aflac Insurance - In the event of death or disability, you can help protect your family against the loss of income with various types of insurance
  • Pet Insurance, breathe easy knowing Nationwide has your pets covered
  • Pre-paid legal coverage, access to experienced attorneys that can help you with any legal issue 24/7
  • A generous wealth accumulation program will help you achieve financial security for retirement. We offer a 401(K) Plan w/ Match upon eligibility and Free Financial Counseling
  • Generous vacation, holiday, and sick leave programs - as we believe that taking advantage of time away from work is essential for a well-balanced life
UBEO is an Equal Opportunity Employer and considers applicants for all positions without regard to age, sex, color, race, religion, national origin, disability, genetic information or predisposition, military/veteran status, citizenship status, marital status or any other group protected by applicable federal, state or local laws.

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