28 days old

Transaction Coordinator

Park Place Technologies
Santa Barbara, CA 93101
  • Job Code


  • Sales/Sales Orders
    • Accurately process sales orders per Sales Concierges request to meet customer and sales expectations

    • Monitors open sales orders and cases, keeping all cases up to date

    • Coordinates with operations and other cross functional departments to ensure orders ship promptly, monitors shipping progress and notifies Sales Concierge team of issues as necessary

    • Advanced knowledge and understanding of gear movement; site transfers, drop ships and location base (OU)

    • Knowledge of basic installs and needed accessories by understanding product descriptions

  • Purchasing/Purchase Orders
    • Creates purchase orders per cogs request to procure equipment

    • Monitors open purchase orders (inventory and cogs) for validity, delivery date, payment, and proactively ensures POs arrive and are received as expected

  • Accounting Assistance
    • Assists with forwarding invoices to customers

    • Obtains invoices & signed purchase orders from vendors so that accounting can issue payment; assists with collections problems as requested by accounting

    • Understanding of finances needs for proforma, credit hold, banking, terms and credit card processing requests

    • Uploads portal invoices, as requested

  • Miscellaneous
    • Assist managers with training, as needed

    • Help fellow team members with training and guidance

    • Coverage of absent team members, as requested

    • accounting


  • High School Diploma or Equivalent

  • 1 year in the Associate Transaction Coordinator Role or Similar Role

  • 3 to 4 years business or relevant experience


  • Bachelors Degree or Equivalent

  • Expertise with Microsoft Office products (e.g., PowerPoint, Excel, Word, Access)

  • Strong organizational and communication skills

  • com and Oracle experience

  • Excellent customer service focus with good interpersonal skills

  • Ability to work independently and as part of a team toward established priorities

  • Self-starter demonstrating initiative and commitment

  • Stong critical thinking, analytical, and problem solving capabilities

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractors legal duty to furnish information. 41 CFR 60-1.35(c)


Posted: 2021-11-11 Expires: 2021-12-10
Sponsored by:
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Sponsored by:
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Transaction Coordinator

Park Place Technologies
Santa Barbara, CA 93101

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