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Proposal Specialist - Sales Support

Siemens Medical Solutions USA, Inc.

Cary, North Carolina

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JOB DETAILS
SKILLS
Accounting, Accounting Policies, Accounting Standards and Regulations, Analysis Skills, Coaching, Communication Skills, Consulting, Customer Relationship Management (CRM) Systems, Diversity, Documentation, ERP (Enterprise Resource Planning), Editing, Equipment Maintenance/Repair, Establish Priorities, Finance, Financial Compliance, Government, Healthcare, Identify Issues, Information Systems/Technology IS/IT Administration, Information Technology & Information Systems, International Financial Reporting Standards (IFRS), Interpersonal Skills, Leadership, Maintain Compliance, Medical Equipment, Mentoring, Microsoft Excel, Microsoft Office, Microsoft Word, Multitasking, Order Processing, Organizational Skills, Presentation/Verbal Skills, Price Quotes, Pricing, Problem Solving Skills, Process Improvement, Profit & Loss Analysis, Revenue Recognition, SAP, SAP ECC (fka SAP R/3 and SAP ERP), Sales, Sales Administration, Sales Proposals, Sales Support, Team Player, Time Management, Writing Skills
LOCATION
Cary, North Carolina
POSTED
4 days ago
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.

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.
At Siemens Healthineers, We offer you a flexible and dynamic environment with opportunities to go beyond your comfort zone in order to grow personally and professionally. Sound interesting? Then come and join our global team asQuote to Booking Specialistto support internal and external customers in the preparation, review, approval, and order entry of proposals and contracts and 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 in addition to the quote to booking process itself.

This is a hybrid position in our Malvern, PA or Cary, NC office.

Your Role:
  • 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.
  • Ensure compliance with all finance, accounting, and quality policies
  • Perform all activities associated with the creation, review, analysis, editing, escalation, and approval of SHARE quotes. Includes ensuring 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.
  • Your Expertise:
  • 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 includingIT 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).
  • Required Skills, Education and Experience for this position:
  • Bachelors in Finance, Accounting, or Business or relevant number ofyearsof 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

About the Company

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Siemens Medical Solutions USA, Inc.

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