Sales Coordinator II - Sales and Claims Analyst

WCL Group; Plano (TX); On-site; USD 32,000 - 45,000; Full time

Job summary

WCL Group in Plano, TX is seeking a Sales and Claims Analyst to support the Financial Operations team. The role processes vendor and retailer chargebacks and validates claims against purchases and program terms, with workload scaled to accounts.

On-site at a 40-hour workweek, this 12-month assignment may extend or convert to full-time. The position requires strong numerical skills and advanced Excel (VLOOKUP, pivot tables) and familiarity with SAP.

Qualifications

• Finance/accounting degree or 4+ years of relevant experience.
• High school diploma with relevant experience (e.g., bank teller, claims processing, other number-heavy roles).
• Strong written communication skills.
• Numerical fluency — comfortable with positives/negatives and debits/credits.
• Excel proficiency, including VLOOKUP and pivot tables; XLOOKUP and macros are a plus.
• No prior SAP experience required — training provided on-site.

Responsibilities

• Process and validate vendor/retailer chargebacks and claims, confirming claimed amounts match purchases and program terms.
• Track, code, and reconcile claims and chargebacks in SAP.
• Use Excel (VLOOKUP, pivot tables, XLOOKUP) to track, validate, and report on claims data; macros are a plus but not required.
• Collaborate cross-functionally with Supply, Marketing, Sales, and Credit & Collections teams across the company.
• Investigate market conditions and facilities to determine time, place, and type of sale, and whether items shall be sold individually or in lots.
• Coordinate representatives who may call on existing or potential customers.
• Promote satisfactory customer relations.
• Coordinate advertising and marketing campaigns.
• Provide marketing advice to organizational units.

Skills

Strong written communication

Numerical fluency

Excel proficiency

VLOOKUP

Pivot tables

XLOOKUP

Macros

Education

Finance/accounting degree

High school diploma with relevant experience

Tools

SAP

Job description

CLIENT HIGHLIGHT

The client you will be working for is a Top 20 Fortune Global 500 Consumer Electronics and Technology Company. This opportunity will give you experience in the technology sector in the United States with a company that is a globally recognized leader in smartphones, televisions, home appliances, and semiconductor innovation — and one of the most well‑known brands in the world.

LOCATION

Plano, Texas, 75023

COMPENSATION

$28 per hour

SCHEDULE

On-site Monday-Friday (40 hrs per week)

CONTRACT TERM

12-month assignment with high likelihood of extension/conversion to full time employee

POSITION OVERVIEW – Sales and Claims Analyst

The Sales and Claims Analyst supports the Financial Operations team by processing and validating vendor and retailer chargebacks and claims, confirming that claimed amounts match purchases and program terms. This role works with an individually assigned book of accounts, with workload scaling to each account's claim volume, and collaborates cross‑functionally with Supply, Marketing, Sales, and Credit & Collections.

RESPONSIBILITIES

• Process and validate vendor/retailer chargebacks and claims, confirming claimed amounts match purchases and program terms
• Track, code, and reconcile claims and chargebacks in SAP
• Use Excel (VLOOKUP, pivot tables, XLOOKUP) to track, validate, and report on claims data; macros are a plus but not required
• Collaborate cross‑functionally with Supply, Marketing, Sales, and Credit & Collections teams across the company
• Investigate market conditions and facilities to determine time, place, and type of sale, and whether items shall be sold individually or in lots
• Coordinate representatives who may call on existing or potential customers
• Promote satisfactory customer relations
• Coordinate advertising and marketing campaigns
• Provide marketing advice to organizational units

REQUIRED QUALIFICATIONS/SKILLS

• Finance/accounting degree or 4+ years of relevant experience
• High school diploma plus relevant experience (e.g., bank teller, claims processing, other number‑heavy roles)
• Strong written communication skills
• Numerical fluency — comfortable with positives/negatives and debits/credits
• Excel proficiency, including VLOOKUP and pivot tables; XLOOKUP and macros are a plus
• No prior SAP experience required — training provided on-site