deal AdministratorTata Group

Job Description
Essential Responsibilities:
Work with leasing companies with all special matters related to approvals, quotes, amendments, etc
Serve as intermediary between offshore resources and sales team members
Serve as a point of contact for the off-shore teams regarding questions related to processing the transactions.
Handle all leasing issues or problem calls from customers and working with the appropriate leasing company to get issues or problems resolved in a timely manner
Research and resolve leasing issues. Help offshore team with processing credits/invoices or check request (depending on the issue)
Ensure proper revenue recognition related to equipment sales revenue.
Audit all sales packets for completeness of paperwork and required elements before submission of order entry and contract teams
First point of review for non-standard transactions, as well as transactions meeting specific criteria.
Provide special attention all large transactions (approximately $50,000) to assure all required elements are fulfilled.
Ensure submission of exception form for all non-XFS leasing transactions
Notify accounting team of all Software deals exceeding $50,000 for additional analysis and special handling.
Acquire special approval for changes to XBS direct (cash) sale or lease agreement standard terms & conditions (excluding escalations)
Assure that all transactions involving software or services installations requiring a Statement of Work (SOW)
Manage the PREO Open Requests and Open Notes Management queues to assure timely responses to issues.
Ensure that offshore teams are completing all elements of Deal Checklist embedded into PREO.
Oversee HCL role in assisting sales reps with pulling quotes, buyouts/upgrades, end of term options and maintenance volumes
Initial review and completion of Cash Sales Credit Approval form before submission for final approval to Controller/CFO.
Support all Large Strategic Accounts and specialized billing requirements
Assist responsible teams with timeliness of all lease return (including out-of-state)
Ensure timely submission of preliminary cash disbursement details to accounting to prevent missed payment deadlines.
Actively participate in all internal meetings regarding sales transactions, deal status and funding issues.
Actively participate in regular Deal Administration (DA) team meetings.
Work to ensure that Open order report is clean on a monthly basis you should not have any orders over 30 days without approval
Assist in preparation and maintenance of monthly deal tracking log to assure it is accurate, timely and complete
Assist in month-end billing reconciliation to ensure HCL has billed all appropriate deals prior to close. Notify CFO of any deals qualifying for revenue recognition that were not billed in time.
Assist in preparation of quarterly cutoff monitoring submissions
Serve as liaison for commission questions and resolution
Any other duties assigned by management