Proposal Specialist - Sales Support

Siemens Healthineers

About The Position

Join us in pioneering breakthroughs in healthcare. For everyone. Everywhere. Sustainably. Our inspiring and caring environment forms a global community that celebrates diversity and individuality. We encourage you to step beyond your comfort zone, offering resources and flexibility to foster your professional and personal growth, all while valuing your unique contributions. This role completes a number of processes and activities during the sales process with respect to an effective administration of proposals and sales orders for an assigned organizational unit or customer target group, concerning both sales and after-sales processes. The specialist performs all activities from pre-booking to booking for new orders and contracts, ensuring MEA accounting processes are followed and accurately reflected in the ERP system. They facilitate timely handoffs to Customer Operations, identify and troubleshoot data transmission issues between CRM and ERP systems, and ensure compliance with all finance, accounting, and quality policies. The position involves working with IT for troubleshooting and process changes, participating in process improvement initiatives, and managing the creation, review, analysis, editing, escalation, and approval of SHARE quotes, including compliance with pricing guidelines, contract terms, profitability analysis, and government coding. The specialist also documents all activities within quotes and manages complex scenarios to ensure accuracy and optimal deal structure. Additionally, the role involves validating new contracts and orders by gathering required documents and approvals, and supporting internal and external customers in the preparation, review, approval, and order entry of proposals and contracts for Siemens medical equipment and service. The specialist supports the entire Quote to Booking zone team in all aspects of the process, including IT systems, product line expertise, and IFRS 15 and MEA accounting. They review, revise, and approve customer price quotes and ensure accurate booking of orders and contracts in the Siemens ERP platform (SAP).

Requirements

Bachelors in Finance, Accounting, or Business or relevant number of years of experience
2+ years of related experience
Strong written and oral communication skills with proven interpersonal skills
Ability to collaborate effectively with people, coach and mentor employees and maintain rapport with internal and external customers is essential
Strong organizational skills required
Ability to multi-task, prioritize workflow, perform under sensitive deadlines
Ability work and lead effectively in a team environment
Working knowledge of SAP
Proficient with MS Office suite (particularly Word and Excel)
Working knowledge of Finance and Accounting processes and regulations, particularly revenue recognition guidelines (MEA, IFRS)
Strong written and verbal communication skills, problem solving skills, ability to work in a fast-paced team environment
Knowledge of entire quote to contract lifecycle process
Knowledge of quote to booking process (basic knowledge of DI/AT/US, Service, and LD/POC product lines and how those differences impact quotes through booking processes)
Knowledge of IT systems, how they impact the quote to booking process, how to adapt processes to implement new business models, and how to troubleshoot issues is critical
Financial acumen and demonstrated ability to identify and resolve complex problems and apply problem-solving skills effectively is needed
Ability to make decisions and recommendations to resolve issues is important
Demonstrated ability to take ownership of issues and collaborate/consult with peers and others outside of functional area to resolve complex issues and improve existing processes

Responsibilities

Completes a number of processes and activities during the sales process with respect to an effective administration of proposals and sales orders for an assigned organizational unit or customer target group, concerning both sales and after-sales processes.
Perform all activities from pre-booking to booking for new orders and contracts.
Confirm MEA accounting processes are followed per guidelines and are reflected accurately in ERP system.
Facilitate timely, seamless handoffs to Customer Operations, including all required documentation.
Identify data transmission issues between CRM and ERP systems as needed.
Resolves most issues independently and consults with lead specialists for the most challenging issues.
Ensure compliance with all finance, accounting, and quality policies.
Work with IT to troubleshoot data transmission issues between CRM and ERP systems as needed and implement process changes as required.
Participate in process improvement, IT, and other project initiatives as needed.
Perform all activities associated with the creation, review, analysis, editing, escalation, and approval of SHARE quotes.
Ensure compliance with all pricing guidelines, GPO/IDN contract terms and value adds as applicable, profitability analysis as applicable, government coding as applicable, exception management, compliance to the escalation and Limits of Authority policies, and accuracy of MEA accounting guidelines.
Document all activities, decisions, approvals, timelines within quote.
Manage most complex quotes and scenarios to ensure accuracy and best deal structure to meet business and customer needs.
Perform all activities associated with the validation of new contracts and orders including gathering of required contract and configuration documents and receipt of required approvals and signatures.
Supports internal and external customers in the preparation, review, approval, and order entry of proposals and contracts for Siemens medical equipment and service.
Supports the entire Quote to Booking zone team in all aspects of the quote to booking process including IT systems, product line expertise and support, IFRS 15 and MEA accounting in addition to the quote to booking process itself.
Reviews, revises and approves customer price quotes for DI/AT/US, Service and LD/POC, validation of incoming orders and contracts to ensure all required documents have been received, and the accurate booking of orders and contracts orders in the Siemens ERP platform (SAP).