Proposal Specialist - Sales Support
Siemens Healthineers
Summary
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.
Job description
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.
- Perform all activities associated with the creation, review, analysis, editing, escalation, and approval of quotes.
- Document all activities, decisions, approvals, timelines within quote tool.
- 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 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, and Service, 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).
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, and Service, and how those differences impact quote 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
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- 401(k) retirement plan
- Life insurance
- Long-term disability insurance
- Short-term disability insurance
- Paid parking
- Public transportation
- Paid time off
- Paid sick and safe time
Company overview
Siemens Healthineers is a German multinational medical technology company specializing in diagnostic and therapeutic imaging, laboratory diagnostics, and molecular medicine. Founded in 2017 as a spin-off from Siemens AG, the company has established itself as a global leader in healthcare technology with a comprehensive portfolio that addresses the complete care continuum for many of the world's most threatening diseases. With approximately 69,500 employees worldwide and operations in over 70 countries, Siemens Healthineers generates annual revenues exceeding €21 billion. The company's product offerings span across four main business segments: Imaging (including CT, MRI, ultrasound, and X-ray systems), Diagnostics (laboratory and point-of-care testing), Varian (cancer care and radiation therapy), and Advanced Therapies. Siemens Healthineers is particularly renowned for pioneering breakthroughs in medical imaging, having developed the world's first commercial PET/CT scanner and continuing to innovate in areas such as artificial intelligence, digital health solutions, and precision therapy. The company's commitment to research and development, with annual investments of approximately €1.5 billion, drives its mission to pioneer breakthroughs in healthcare for everyone, everywhere, sustainably.