Thermo Fisher Scientific Sales Operations Analyst in Waltham, Massachusetts
General Areas of Responsibility for Sales Operations Analyst:
The main area of focus is to support the financial services team operationally to achieve the annual sales goal and funding volume. This position wears many hats and is involved in various aspects of the lease/financial services industry with exposure across many departments within Thermo Fisher Scientific. More specifically this position is to work with the Operations Manager in handling the lease sales cycle by processing finance transactions, supporting Account Managers with deal flow, resolving any customer inquiries, generating lease documentation, issuing Purchase Orders to divisions and submitting funding packages to our banking partners.
Prepare lease documentation: confirm transaction is approved by credit, verify legal name on Secretary of State, verify tax rate/treatment and ensure proper documentation is prepared based on credit approval, structure & size of transaction.
Audit documents once they are executed by customer: work with credit/legal to approve any document changes made by the customer. Draft any addendums that are needed once approved and agreed upon by legal and the Lessee.
Issue PO on behalf of the customer to appropriate division - to place order for instrumentation delivery.
Follow up with division to obtain invoices and contact customer for Delivery & Acceptance.
Prepare funding package and send to banking partner to commence lease and remit payment to the division.
Coordinate with funding partner and division to apply funds to the proper invoices and ensure division is applying cash properly.
Work with funding partners, divisions and customer to resolve any misdirected payments and follow through to ensure proper application takes place.
Ensure transaction files are complete and stored properly in the CRM and file room.
Update and reconcile pass through payments as received from customer and remitted to division while working closely with leasing analyst to ensure data is accurate.
Clarify any questions that arise with customers regarding the lease agreement or process.
Refer any calls received to account managers if unable to resolve issues directly with the customer.
Relay estimated time of arrival for equipment being shipped to customers by working with division on timeframe and expectations.
Resolve any equipment issues the customer is having with account manager & division.
Work with customers on misdirected payments to ensure they are applied properly.
Supply copy of commenced contract and amortization schedules to customer upon request.
Communicate with any customers that fall behind on lease payments either by email or phone, send outstanding invoices and backup to the customer.
Work with account managers to set up payment restructure if necessary.
Escalate if customer is not compliant and work with leasing analyst to submit transaction to collection agency.
Bachelor’s Degree with relative work experience.
Must be extremely organized, have strong attention to detail and the ability to multitask.
Strong problem solving skills and ability to find solutions for customers, divisions and account managers.
Excellent time management skills and the ability to work autonomously in a fast paced environment.
Clear oral and written communication skills.
Must be a team player and willing to help in different areas for the group.
Thermo Fisher Scientific is an EEO/Affirmative Action Employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability or any other legally protected status.