Contracting Excellence Specialist

Position Summary

The Contracting Excellence Specialist role involves leading complex quote and contract coordination throughout the entire sales lifecycle process, ensuring compliance, and driving process improvement measured by defined metrics and KPI’s. This will be accomplished by collaborating directly with the North American Sales team to manage the quote and contracting process to negotiate/renegotiate contracts with customers. This role will influence and educate key stakeholders and collaborate with the Legal team to foster a culture of excellence in contracting practices.

Primary Duties

1. Partner with the Field Sales team by assisting in the preparation of quotes and contract related documents, including price verification and correct alignment to national, corporate, and/or government negotiated agreements.
2. Responsible for accurate and timely customer account creation, account maintenance, reporting, SFDC/SAP support, vendor registration and/or any sales related coordination processes (quotes/contracts/invoices/warranties), including pricing strategy and maintenance.
3. Ensure data collection of taxes, freight, previous agreement carry-over, trade-in values are all included in the quoting process.
4. Confirm GPO/IDN/Government contract administration including membership alignment/validation for correct pricing strategy.
5. Partner with the sales team with expired local contracts: generate renewal quotes, amendments, or help retrieve equipment and close out the contract and pricing.
6. Ensure all required documentation is received before advancing equipment contracts for order processing for the assigned region. Monitor contract performance of the assigned region and assist with determining compliance with terms and conditions of the contract.
7. Review all quote and contract business terms including customer PO documents to ensure quote/contract execution and perform audits to ensure every quote/contract is entered correctly.
8. Initiate action by monitoring CPQ queue for all new documents awaiting processing/approval daily. Ensure agreements in CPQ are completed accurately/timely according to SOP guidelines (turnaround time, pricing guidelines, etc.).
9. Manage the end-to-end process from order entry to installation and revenue recognition of installed equipment in CRM. Specifically, ensuring accurate and timely invoicing by partner with accounting and coordinate with the install base team for equipment implementation/activation and functional location updates.
10. Research and resolve all reagent billing blocks within 24 hours. Collaborate with the sales team to prevent future billing blocks. Create billing plans for rentals and equipment leases in SAP timely and accurately.
11. Coordinate with the supply chain to manage items on open orders (obsolescence, replacement materials).
12. Coordinate with FS Admin to dispatch work orders.
13. Communicate backordered items to FSE.
14. Assist with internal and external audits as required.
15. Coordinate with Legal, Finance and other departments and stakeholders as needed to resolve issues and create amendments that are accurate and approved through the proper channels.
16. Assist with management of Salesforce.com CRM, CPQ, and SAP ERP and design/generate reports as needed.
17. Perform all work in compliance with company quality procedures and standards.
18. Performs other duties as assigned.

Education and Training

1. HS Diploma required
2. Bachelor’s degree in business, Accounting, Marketing, related field or an equivalent combination of experience or education preferred

Experience

1. 1 years sales administration, customer service, sales support or related experience

Knowledge, Skills, and Abilities (KSA’s)

• Functional skills including critical thinking, adaptability, time management, communication, problem-solving and digital literacy.
• Analyze data and make decisions/recommendations, using data to guide decision-making and provide suggestions for improvement.
• Manage and meet competing deadlines, requiring careful prioritization and time management to ensure all tasks are completed on time.
• Thriving in a fast-paced environment by managing tasks, multitasking, and adapting quickly to maintain productivity.
• Practicing time management to allocate tasks, balance priorities, and meet deadlines efficiently
• Troubleshooting issues to identify and resolve problems efficiently
• Cross-department knowledge about the roles, responsibilities, goals, and processes of different departments within an organization
• Effective verbal communication skills
• Easily accessible and open to communication
• Effectively navigate social interactions in the workplace
• Build and maintain positive, productive interactions with colleagues
• Emotional intelligence by having the ability to recognize, understand, and manage one's own emotions, as well as the emotions of others.

Working Conditions and Physical Requirements

• Ability to remain in stationary position, often standing, for prolonged periods. 
• Ability to ascend/descend stairs, ladders, ramps, and the like. 
• Ability to adjust or move objects up to 50 pounds in all directions.
• Domestic travel required:  5%