CVA Coordinator

Fabick Cat•Fenton, MO

About The Position

The CVA Coordinator ensures machines covered by Customer Value Agreements (CVAs) are scheduled with the servicing store before maintenance is due. The role maintains scheduling software and programs, invoices CVA work accurately and promptly, and assists Product Support Sales Representatives and the sales group with quotes for non-traditional CVAs. The coordinator reviews CVA work orders and parts activity, processes preventative maintenance parts kits for Parts Only CVA contracts, enters new and renewed contracts into contract management software, and monitors machine hours to alert the service department about upcoming work. The role also records maintenance findings, activates services included in CVAs, supports department record keeping and product research, and performs other assigned duties.

Requirements

  • High school diploma or GED.
  • Strong understanding of Microsoft Office, particularly Excel.
  • Strong computer and keyboarding skills.
  • Ability to multitask in a fast-paced environment with minimal supervision.
  • Strong attention to detail.
  • Willingness to work and learn in a team environment.

Nice To Haves

  • Associate degree or equivalent business experience.
  • Previous experience with work orders.
  • Previous customer service experience.

Responsibilities

  • Ensure machines under Customer Value Agreements are scheduled with the servicing store before maintenance is due.
  • Update and maintain scheduling software and programs.
  • Accurately invoice CVA work in a timely manner.
  • Assist Product Support Sales Representatives and the sales group with quotes for non-traditional CVAs.
  • Review CVA work orders and parts activity to ensure CVA balances meet acceptable profit targets.
  • Note non-CVA activity in jobs and report it to the Supervisor.
  • Process Preventative Maintenance Parts Kits for Parts Only CVA contracts, including opening and closing work orders, using standard jobs, ordering parts, monitoring backordered parts, and maintaining the PM kit database.
  • Compile reports for managers.
  • Enter new and renewal contracts into contract management software.
  • Monitor machine hours using scheduling and maintenance tracking software and alert the service department about upcoming work.
  • Record visual and electronic findings from maintenance for future scheduling and reference.
  • Invoice customers for Preventative Maintenance work, ensuring the correct amount and customer-requested information appear on the invoice.
  • Assist with department record keeping and product research.
  • Activate appropriate services included in the CVA.
  • Perform other duties as assigned.
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