Contracting Excellence Specialist

About the Role

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.

Responsibilities

• 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.
• 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 le