Customer Value Agreements Specialist

Find YOUR fit at Ohio Machinery Co! Join a winning culture that strives to be the top-performing, dynamic industry leader and partner of choice for the products and solutions that help our customers build, improve, feed, power, and protect our world. Come grow your career - See what opportunities await today! Position Summary The Customer Value Agreement (CVA) Representative is an excellent opportunity for individuals interested in a career in sales or customer‑facing roles within a structured, team‑based environment. This position supports the quoting, setup, renewal, and management of Customer Value Agreements while developing a strong foundation in customer engagement, value‑based solutions, and lifecycle support. The role provides hands‑on exposure to how sales strategies, digital tools, and product support solutions come together to drive customer satisfaction and long‑term relationships. Key Responsibilities Support the development, quoting, setup, and renewal of Customer Value Agreements (CVAs) Partner closely with Product Support Sales Representatives to support customer outreach and agreement activity Build foundational knowledge of Caterpillar products, service offerings, and aftermarket solutions Assist with customer communication related to CVA renewals, updates, and product support offerings Support the adoption of Caterpillar e‑commerce and customer digital tools (including parts and support applications) Prepare and review CVA related reports, including new, renewed, expired, and lost agreements Maintain accurate records, documentation, and contract files Provide input on process improvements related to product support and customer experience Collaborate with internal teams to deliver consistent, high quality product support Perform additional administrative and support duties as assigned Why This Role Is a Great Starting Point This role offers exposure to consultative selling, customer relationship management, and value‑based solutions in a supportive environment. Successful individuals develop skills that can lead to future opportunities in Product Support Sales, account management, or other commercial and operational roles within Ohio Machinery Co. Qualifications High school diploma or equivalent required 3+ years of experience in customer service, service administration, inside support, retail, or similar roles Interest in sales, customer engagement, or developing a long‑term career in product support or account management Strong communication skills, both verbal and written Organized, detail oriented, and able to manage multiple priorities Comfortable working independently and as part of a team Proficient with Microsoft Office and basic computer applications Ability to read and understand materials related to service, warranty, and customer agreements Technical trade school diploma or associate degree preferred What We Offer A team‑oriented culture focused on learning and development Exposure to sales strategies, customer engagement, and aftermarket solutions Clear pathways for internal growth and advancement Competitive compensation and comprehensive benefits package Employee Benefits 401(k): Match and employer discretionary contribution Health Insurance: Two options available, including an HSA with a dollar‑for‑dollar match up to $1,200 per year Dental & Vision Insurance: Comprehensive coverage options Financial Access: Credit union membership available Insurance: Life Insurance, Short‑Term Disability, and Long‑Term Disability coverage Educational Opportunities: Scholarships for employees’ spouses and children through the Ohio Machinery Education and Opportunity Foundation Compensation: Base pay, annual bonus potential, and company success share bonuses Physical Requirements Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a computer keyboard; and to verbally communicate to exchange information. The noise level in the work environment is usually quiet in office settings and moderate to loud in other situations, with both constant and sudden loud noises possible. Some travel may be required. EEO, Veterans & Disabled Employer and VEVRAA/503 Federal Contractor #J-18808-Ljbffr Ohio Cat