CVA Planner

Wyoming Machinery Company•Cheyenne, WY

12d

About The Position

The Cheyenne CVA Planner plans, coordinates, and manages Customer Value Agreement (CVA) maintenance activities throughout the Cheyenne territory. The position serves as a central point of coordination among customers, service personnel, parts operations, sales representatives, and management to support preventive maintenance, backlog management, work order administration, and reporting. The role helps maximize customer equipment availability, improve service execution, and ensure customers receive the full value of their service agreements. Work is performed in office, shop, field, and customer-site environments. The role includes travel to customer locations and company facilities as required, and may involve occasional overtime, schedule variations, and overnight travel.

Requirements

High school diploma or equivalent.
At least 1 year of relevant experience in heavy equipment maintenance, service operations, maintenance planning, contract administration, work order management, or a related field.
Valid driver’s license with an acceptable driving record.
Working knowledge of heavy equipment maintenance practices, service operations, work orders, and maintenance planning processes.
Experience with work order management systems, database applications, and accurate data entry.
Advanced computer skills, including Microsoft Excel, Word, Outlook, and related business applications.
Strong analytical, organizational, problem-solving, and time-management skills.
Ability to organize multiple priorities, establish short- and long-term goals, and meet deadlines.
Ability to communicate clearly and professionally through verbal, written, and electronic methods.
Ability to work independently and collaboratively while developing positive relationships with customers and coworkers.
Strong attention to detail, confidentiality, and data accuracy.

Nice To Haves

Associate or bachelor’s degree in business, diesel technology, engineering, construction management, or a related field.
Knowledge of Caterpillar equipment, parts, maintenance practices, and service operations.
Experience with Customer Value Agreements, equipment maintenance contracts, availability reporting, and component forecasting.
Experience with AMT, DBS, VisionLink, Foresight, Smartsheet, CAT Builder, CAT Calculator, or other Caterpillar systems.
Knowledge of service accounting, bookkeeping, business math, and continuous improvement practices.

Responsibilities

Develop and maintain preventive maintenance schedules for equipment covered by Customer Value Agreements.
Schedule and forecast preventive maintenance, and monitor maintenance intervals, PM alerts, and upcoming service requirements using applicable company and Caterpillar systems.
Coordinate labor, parts, and other resources for scheduled maintenance activities.
Maintain accurate backlog information and communicate maintenance priorities to customers and service personnel.
Administer CVA and other service agreement information in applicable systems.
Track PM completion, CVA performance, maintenance expenses, contract compliance, and customer fulfillment.
Coordinate with PSSRs, ISRs, sales personnel, service leadership, and customers regarding contract deliverables and maintenance needs.
Open, maintain, review, and close work orders and work order segments in DBS.
Verify service reports, labor entries, parts charges, service codes, standard jobs, and supporting documentation for accuracy and completion.
Review work orders for proper documentation, warranty requirements, component tracking, and contract compliance.
Monitor work in process and provide timely updates to customers, service personnel, and management.
Maintain data integrity within DBS, Vision Link, Foresight, Smartsheet, and related systems.
Prepare documentation and reports for customer maintenance reviews and leadership requests.
Develop and maintain professional working relationships with customers and internal stakeholders.
Participate in safety meetings, follow safe work practices, and support continuous improvement and special projects.
Travel to customer locations and company facilities as required.
Perform other related duties and responsibilities as assigned.