Proposal Specialist - Sales Support

Quote To Booking Specialist

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 as Quote to Booking Specialist to 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.
• 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 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).

Required Skills, Education and Experience for this position:

• 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.

Who we are: We are a team of more than 72,000 highly dedicated Healthineers in more than 70 countries. As a leader in medical technology, we constantly push the boundaries to create better outcomes and experiences for patients, no matter where they live or what health issues they are facing. Our portfolio is crucial for clinical decision-making and treatment pathways.

How we work: When you join Siemens Healthineers, you become one in a global team of scientists, clinicians, developers, researchers, professionals, and skilled specialists, who believe in each individual's potential to contribute with diverse ideas. We are from different backgrounds, cultures, religions, political and/or sexual orientations, and work together, to fight the world's most threatening diseases and enable access to care, united by one purpose: to pioneer breakthroughs in healthcare. For everyone. Everywhere. Sustainably.