Contracts Billing Specialist I

Wyoming Machinery Company•Casper, WY

About The Position

ESSENTIAL FUNCTIONS Completion of monthly contract duties; including contract billing for MARC and CVA customers, assist with the following: 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. ADDITIONAL FUNCTIONS · 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. Good working knowledge of Caterpillar models and terms. · 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.

Requirements

High School graduate or equivalent
Position requires data analysis work experience problem solving, and 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.

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
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.