Lease & Sales Operations Specialist

Industry Analysts, Inc.; Roseville, Northern (CA, KY); Hybrid; USD 48,000 - 70,000; Full time

Job summary

WiZiX Technology Group, Inc. in Roseville, CA seeks a Lease Administrator to manage lease documentation, funding packages, and communications with sales and leasing partners.

The role requires 2-3 years accounting/admin experience, strong attention to detail, and proficiency in Windows, Excel, and Word, with the ability to work independently or on a team.

You will handle invoicing, document reviews, funding packages, returns, LOIs, and reporting, supporting logistics and sales efforts.

Qualifications

• 2-3 years of accounting and/or administrative experience.
• Organizational skills and the ability to meet deadlines.
• Must communicate well with high attention to detail and problem-solving skills in a fast-paced environment.
• Must be proficient in Microsoft Windows, Excel, and Word.
• Excellent follow-through and solid tenure/work ethic.
• Capable of working independently as well as part of a team.
• Strong initiative and take pride in work.

Responsibilities

• Invoice all types of orders, leases, exchanges, loaners, rentals promptly and accurately.
• Review incoming sales documentation for accuracy and completeness.
• Enter credit applications and upload documents.
• Maintain Sales Orders workflow through Docuware.
• Review lease funding packages for signatures, payment/rate structures, equipment configuration, and credit approvals.
• Coordinate with leasing partners to clarify funding requirements and ensure timely funding.
• Provide lease buyout/upgrade/return information to Sales and customers.
• Act as liaison between Sales, Customer, and leasing company.
• Advise on missing Return Authorizations and LOIs for Leasing Company.
• Support Logistics team with lease return issues.
• Maintain Return Authorizations and LOIs for Leasing Company.
• Type Lease Documents, Schedule A, Addendums, and Funding Worksheets.
• Prepare/update daily sales reports and sales commissions.

Skills

Accounting

Administrative

Attention to detail

Excel

Word

Communication

Time management

Teamwork

Independence

Tools

Docuware

Job description

WiZiX Technology Group, Inc. in Roseville, CA seeks a Lease Administrator to manage lease documentation, funding packages, and communications with sales and leasing partners.

The role requires 2-3 years accounting/admin experience, strong attention to detail, and proficiency in Windows, Excel, and Word, with the ability to work independently or on a team.

You will handle invoicing, document reviews, funding packages, returns, LOIs, and reporting, supporting logistics and sales efforts.