Deal Administrator, CBS Region
Pasay, Philippines
14m ago


About Xerox Holdings Corporation

For more than 100 years, Xerox has continually redefined the workplace experience. Harnessing our leadership position in office and production print technology, we’ve expanded into software and services to sustainably power today’s workforce.

From the office to industrial environments, our differentiated business solutions and financial services are designed to make every day work better for clients no matter where that work is being done.

Today, Xerox scientists and engineers are continuing our legacy of innovation with disruptive technologies in digital transformation, augmented reality, robotic process automation, additive manufacturing, Industrial Internet of Things and cleantech. ()

Purpose :

Responsible for the development, implementation, maintenance and review of financial policies, plans, procedures, analyses and controls.

Typical areas include accounting, planning and forecasting, payroll, treasury, audit and taxation.

Scope : General :

Builds knowledge of the organization, processes and customers

Requires knowledge and experience in own discipline; still acquiring higher level knowledge and skills

Receives a moderate level of guidance and direction

Moderate decision making authority guided by policies, procedures, and business operations protocol.

Essential Responsibilities

Escalation for all order processing issues including issues with sales order, billing, warehouse, lease funding, sales and inventory.

Work with leasing companies with all special matters related to approvals, quotes, amendments, etc.

Handle all leasing issues or problem calls from customers, working with the appropriate leasing company to get problems resolved in a timely manner

Research and resolve leasing issues. Help shared services team with processing credits / invoices or check request (depending on the issue)

Ensure proper revenue recognition related to equipment sales revenue.

Audit Sales Order

Ensure Rev Rec standards have been followed (post invoice)

Scan complete billed package to contracts and attach into regions system

First point of review for non-standard transactions, as well as transactions meeting specific criteria.

Large overall transaction size (approximately $50,000)

Lease transactions with non-program leasing companies

Transactions involving software or services installations requiring a Statement of Work

Transactions involving the installation of production equipment

Ensuring these checklists are completed correctly and consistently.

Process all lease amendments with Lease contract changes

Ensuring that all deals are funded timely-during current or following month

Submit funding packet to leasing company

Process or assist with all Valuequix orders for Xerox Contract orders

Help shared services team with processing and issues with VQ orders, CSA’s and Buyouts

Assist sales reps with pulling quotes, buyouts / upgrades, end of term options and maintenance volumes

Process incoming OOG orders from other XBS cores

Process outgoing OOG order to other XBS cores - includes sending OOG request to core, follow up for delivery POD

Process or approve Check Requests and the Inter Company Install deals for the shared services team.

Supporting all Large Strategic Accounts and specialized billing requirements

Process all out of state lease returns, coordinate with sister core and warehouse for machine pick up and return according to return instructions

Following up with lease companies to get return instructions for equipment that has been upgraded

Point of contact for the shared services teams regarding questions related to processing the transactions.

Overall managing of the shared services workload and productivity.

Set up leasing company website access for new shared services employees

Ensure that Open order report is clean on a monthly basis you should not have any orders over 30 days without approval

Hold weekly meetings with sales managers to go over deals for that month

Maintain revenue log of all deals in / Sales reports

Assist with monthly equipment revenue accrual

Determine how to recognize Professional services software and subscription for deals submitted

Prepare and complete the quarterly cutoff monitoring.

Keep updated on outstanding with audit issues

Prepare or Review of the commission calculations

Required Skills :

Strong communication skills, organizational skills, and time management.

Maintain a business-like appearance at all times

Strong teamwork and customer service skills

Ability to function independently in a multi-task environment, as well as part of a team.

Proficient in computer skills

Possesses the ability to interpret, comprehend and apply complex material and instruction

Provide and convey diversified information business operations protocol


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