Proposal Specialist - Sales Support

Siemens Healthineers

1d•Hybrid

About The Position

Siemens Healthineers is seeking a Quote to Booking Specialist to support internal and external customers in the preparation, review, approval, and order entry of proposals and contracts. This role also involves supporting the entire Quote to Booking zone team across all aspects of the process, including IT systems, product line expertise, IFRS 15, and MEA accounting. The company is dedicated to pioneering breakthroughs in healthcare sustainably, fostering an inspiring and caring environment that celebrates diversity and encourages professional and personal growth. This is a hybrid position based in the Malvern, PA office.

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, and perform under sensitive deadlines.
Ability to 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

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.
Resolve most issues independently and consult 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, and timelines within quotes.
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.
Support internal and external customers in the preparation, review, approval, and order entry of proposals and contracts for Siemens medical equipment and service.
Support 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.
Review, revise and approve customer price quotes for DI/AT/US, Service and LD/POC.
Validate incoming orders and contracts to ensure all required documents have been received.
Accurately book orders and contracts in the Siemens ERP platform (SAP).