CVA Contract Administrator

Peterson Machinery Co.•Hillsboro, OR

42d•Onsite

About The Position

Peterson Cat has the immediate need for an experienced CVA Contract Administrator based at our Hillsboro, OR location. SUMMARY The Customer Value Agreement (CVA) Contract Administrator is responsible for entering and maintaining accurate CVA and customer data within various systems and programs. This position is also responsible for administrative tasks related to Peterson's preventive maintenance (PM) kit offerings and CAT Financial Aftermarket Services (CFAS). This role works closely with Service departments within the Earthmoving business unit, customers, CAT representatives, and CAT Financial to ensure timely and accurate CVA execution.

Requirements

Associates Degree from a fully accredited college; and a minimum of three (3) years of administrative experience, preferably in a heavy industrial environment; or an equivalent combination of education and work experience.
Must maintain a valid driver's license and a satisfactory driving record

Responsibilities

Enter and maintain accurate CVA contract, customer, and promotional data within various systems and programs including Dealer Business Systems (DBS), CAT Foresight, Equipment Monitoring Tool (EMT), MyCat.com, ServiceLink, Trimble, VisionLink, SalesLink, and CAT Card programs.
Quote CVA contracts from renewals and Product Support Sales Representative (PSSR) leads.
Open & close work orders for PM kit offerings, order and ship parts to customers as needed, and submit final invoice to CFAS for reimbursement.
Collaborate with Accounting department to accurately maintain CVA suspense accounts for monthly reconciliation of funds on prepaid services and connectivity support.
Open and close enrollment numbers in Contract Tracking (CT).
Maintain updated copies of CVA-related files on company shared drives in an organized and consistent manner.
Administer user access for EMT program; notify gatekeeper of any issues found in EMT program for resolution.
Create new templates in EMT, CAT Foresight, CAT Planned Maintenance, and VisionLink.
Coordinate with Standard Jobs team on standard jobs and business groups that need to be created for new machine CVA's.
Collaborate closely with Sales, Service, and Parts teams to ensure efficient and effective execution of CVA contracts.
Identify, document, and notify manager of obstacles in meeting the CVA team's key performance indicators (KPI's) and opportunities for continuous improvement.
Act as subject matter expert and point of contact for questions and requests related to CVA Contract and CFAS monitored filter kit program.
Prepare and distribute customer and internal CVA reports.
Travel up to 15% of the time to Peterson branch locations to conduct and attend training, attend conferences, and perform other essential job functions; operate company or personal vehicle as needed.
Maintain punctual, regular, and predictable attendance.
Seek out, identify, and promote cost improvements.
Work collaboratively in a team environment with a spirit of cooperation.
Display excellent communication skills including presentation, persuasion, and negotiation skills required in working with customers/ coworkers, including the ability to communicate effectively and remain calm and courteous under pressure.
Respectfully take direction from supervisor/manager.