Contracting Excellence Specialist

Position Summary
The Contracting Excellence Specialist manages complex quoting and contract coordination throughout the sales lifecycle, from quote development and contract execution through order processing, installation, invoicing, and revenue recognition.
This position partners closely with the North American Sales organization and cross-functional teams to ensure quotes, contracts, customer records, pricing, and related transactions are accurate, timely, and compliant with established policies and procedures. The Specialist also supports contract performance monitoring, issue resolution, stakeholder education, and continuous process improvement measured through defined metrics and KPIs.
Key Responsibilities
Quoting and Contract Administration
Partner with Field Sales to prepare quotes and contract-related documents, including price verification and alignment with local, national, corporate, GPO, IDN, and government-negotiated agreements.
Review quotes, agreements, amendments, customer purchase orders, and related business terms for accuracy, completeness, and compliance.
Confirm that taxes, freight, trade-in values, previous agreement carry-over, equipment details, and other required information are accurately reflected in the quote.
Validate GPO, IDN, and government membership and confirm that the appropriate pricing strategy is applied.
Monitor the CPQ queue and ensure quotes and agreements are completed accurately and within established turnaround times.
Ensure all required documentation and approvals are received before advancing equipment contracts for order processing.
Support expired contract management by preparing renewal quotes, amendments, equipment retrieval documentation, or contract closeout activities
Monitor contract performance and identify potential compliance issues related to contract terms, pricing, commitments, and conditions.
Customer, Order, and Revenue Managemen
Complete customer account creation and maintenance activities, including vendor registration, credit coordination, customer master data, and related documentation.
Manage the end-to-end process from order entry through installation, invoicing, and revenue recognition for installed equipment.
Create and maintain billing plans for rentals, equipment leases, reagent agreements, and other applicable contract types in SAP.
Partner with Accounting and the install base team to ensure accurate and timely invoicing, activation, implementation, and functional location updates.
Research and resolve reagent and local pricing billing blocks within established service-level expectations.
Work with Sales and other stakeholders to identify the root cause of billing issues and prevent recurrence.
Coordinate with Supply Chain regarding backorders, obsolescence, replacement materials, and other open-order concerns.
Coordinate with Field Service Administration to dispatch work orders and communicate relevant order or backorder information to Field Service personnel
Systems, Reporting, and Compliance
Maintain accurate information in Salesforce CRM, CPQ, SAP ERP, and other applicable systems
Perform audits of quotes, contracts, customer records, pricing, and transactional data.
Support internal and external audits by providing documentation, researching transactions, and responding to questions.
Partner with Legal, Finance, Accounting, Supply Chain, Customer Support, Sales, and other stakeholders to resolve contract-related issues.
Identify opportunities to improve processes, data quality, turnaround time, and customer experience.
Perform all work in compliance with company quality procedures, policies, and standards
Perform other duties as assigned.
QualificationsRequired Education & Experience
HS Diploma, GED or equivalent
One (1) year of experience in sales support, contract administration, customer service, or commercial operations.
Experience supporting quoting, contracts, pricing, order management, or customer account administration.
Experience working with multiple systems and managing a high volume of detailed transactions.
Strong problem-solving, communication, time management, and organizational skills.
Preferred Education & Experience
Bachelor's degree in Business, Accounting, Marketing, or Finance
Experience with Salesforce, CPQ, SAP, or similar CRM/ERP systems.
Knowledge, Skills & Abilities
Critical thinking, adaptability, time management, communication, problem-solving, and digital literacy skills.
Ability to analyze data and make decisions and recommendations.
Ability to manage competing priorities and meet deadlines.
Ability to thrive in a fast-paced environment while managing multiple tasks.
Strong time management and organizational skills.
Troubleshooting and problem-resolution capabilities.
Cross-functional business knowledge and understanding of organizational processes.
Effective verbal communication skills.
Demonstrated accessibility and responsiveness.
Strong interpersonal and relationship-building skills.
Ability to navigate workplace interactions effectively.
Emotional intelligence and the ability to understand and manage interpersonal dynamics.
Travel
Domestic Travel: 5%
International Travel: 0%
Total Travel Requirement: 5%
Working Conditions
Ability to remain in a stationary position for prolonged periods.
Ability to ascend and descend stairs, ladders, ramps, and similar structures.
Ability to move and position objects weighing up to 50 pounds.