Contracts Billing Specialist I

Wyoming Machinery Company•Casper, WY

3d•Onsite

About The Position

This role is responsible for completing monthly contract duties, including contract billing for MARC and CVA customers. The specialist will also assist with contract account balancing, miscellaneous invoice creation, reporting, and charting. This position involves inputting data for extension calculators and projection spreadsheets, analyzing and validating data for contract reports, and creating communication materials for contract customers. Additionally, the role requires assisting with other Cat Systems for redundancy, setting up new contracts in DBS contract tracking, and utilizing Caterpillar software such as AMT, DBS, SIS, and SIMS. The specialist will also be responsible for creating and printing monthly reports, mail distribution, and assisting auditors with contract account information. Additional functions include supporting Wyoming Machinery Company projects, understanding company correspondence formats, and working closely with various internal departments and external customer sites.

Requirements

High School graduate or equivalent
Data analysis work experience
Problem solving skills
Service department related work experience
Good customer service and phone skills
Capacity to run Caterpillar software programs
Ability to give presentations to internal dealer management and personnel
Familiarity with Access, Excel, Windows, DOS, Cognos, DBS, and other personal computer software programs
Good working knowledge of Caterpillar models and terms

Responsibilities

Completion of monthly contract duties, including contract billing for MARC and CVA customers.
Assist with contract account balancing, miscellaneous invoice creation, reporting, and charting.
Input data for creation of extension calculators and other projection spreadsheets.
Analyze, validate, and input data for contract reports.
Creation of memos, letters, quotes and any material intended for communication with contract customers.
Assist in other Cat Systems, such as Cat Foresight as redundancy.
Setup of new contracts in DBS contract tracking.
Utilization of Caterpillar software-AMT, Dealer Business Systems (DBS), Service Information Systems (SIS) and Service Management System (SIMS).
Create and or print monthly reports, separate, file and properly distribute mail.
Assist with gathering information for auditors for the auditing of contract accounts.
Support Wyoming Machinery Company projects, which require additional support including but not limited to DBS functions, quotes, contracts, component forecasts, presentations, annual audit, and other projects as required.
Know the proper format for company correspondence and assist clients to achieve this level of quality output.
Work closely with the Contract Billing Specialist II, Contract/CVA Specialists, Contract Administrator, and CVA Coordinator.
Develop strong working relationships with Customer sites, WMC Site Performance Manager & Service Planners, the Component Rebuild Center, Contract Operations, Parts, and Service Departments.
Assist in any additional special projects required by Business Solutions group.