Learning Fund Purchasing Agent
Job Title: Learning Fund Purchasing Agent
Department: Learning Fund
Reports To: Learning Fund Coordinator
The Learning Fund Purchasing Agent I’s main function is to ensure adherence to the process of ordering and distribution of all Epic property obtained through the Learning Fund while maintaining the highest level of customer service both internally and externally.
Essential Duties and Responsibilities include the following. Other duties may be assigned.
Actively participate in the success of Epic Charter School
Adhere to laws, policies, procedures and ethical standards of Epic Charter School
Process orders of educational items requested by teachers and students in a high-volume capacity
Maintain order status by tracking orders from initial request to delivery
Maintain student learning fund account balances and provide customers with balance inquiries.
Process, update, and reconcile student accounts using software
Resolve product or service problems by clarifying complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution.
Process invoices submitted for payment to vendors and service providers. Providing customer service to parents, teachers and vendors
Perform duties and processes to account for the inventory of assets. Perform other duties as assigned
No supervisory responsibilities for this role
Education and/or Experience:
High School Diploma or GED required. Associate’s or Bachelor’s degree preferred. Previous data entry and customer service is preferred.
Excellent listening skills and the ability to ask probing questions, understand concerns and overcome objections
Strong work ethic and self-starter, able to e?ectively manage multiple priorities and adapt to change within a high-volume and fast-paced environment
Must possess a professional and friendly attitude and be able to quickly develop a rapport with customers over the phone
Ability to learn and navigate new software quickly
Strong attention to detail, dependability, and follow-through Resolve issues and con?icts
Passionate commitment to the mission of school choice
Ability to maintain professional con?dentiality and comply with FERPA guidelines
Ability to read, analyze, and interpret internal communications, ?nancial reports, and legal documents. Ability to respond to common inquiries or complaints from families or members of the business community. Ability to communicate e?ectively with students, families and coworkers, both verbally and in writing.
Basic math and accounting skills required
Ability to de?ne problems, collect data, establish facts, and draw valid conclusions
To perform this job successfully, an individual should have computer pro?ciency in Microsoft O?ce, Google Suite, and QuickBooks environments with the ability to manage multiple computer screens. Must have a high aptitude to learn new software as necessary for the business operations of the school.
Certi?cates, Licenses, Registrations:
Current driver's license and valid car insurance
Must be able to pass a state-mandated background check after a conditional o?er of employment is made
Must have favorable employment references
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to ?nger, handle, or feel and reach with hands and arms. The employee must regularly lift and /or move up to 10 pounds, frequently lift and/or move up to 25 pounds and occasionally lift and/or move up to 50 pounds. Speci?c vision abilities required by this job include close vision and the ability to adjust focus.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This position reports to the Epic Administration o?ce. The noise level is quiet to moderately loud (when students are present.)