Portfolio Specialist

Center Valley, Pennsylvania
Administrative & Support Services (Office and Administrative Support Occupations)
Job Type
US$ 14.40 - US$ 17.50 per hour
Ref. Number
Ross, Natacha, Spherion
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Job Description

Function as the primary contact for Service Contract related issues for the sales force, field service engineering and customer service representatives for areas consisting of doctors offices, ASCS, individual hospitals and/or IDNs, GPOs, or other large health networks. Successfully explain Service Contract product offerings to internal or external customers. Coordinate documentation needed to execute contracts, and organize documents in contract folders. Prepare customer letters, include letters with executed contracts, and mail contracts to customers. Develop Equipment Service Agreement pricing based on established tools, customer repair history analysis and mathematical calculations. Strategize with Sales Representatives, to determine best approach to prepare and deliver renewal documents for contracts that are due to expire. When necessary, create quote extensions to bridge renewal gap for contracts that require customer negotiations beyond ninety days. Evaluate and recommend opportunities to increase contract profitability by reviewing customers inventory and identifying items that could potentially be added to contracts. Proactively prepare addendums to add newly sold equipment to existing service contracts. Coordinate the execution of the addendums with sales force. Maintain service contract leads in CRM by uploading Contract and Addendum quotes. Work closely with sales force to prepare and deliver renewal documents for contracts that are due to expire. Verify Customer OnSite Loaner entitlement, prepare all required documentations, process and coordinate requests, using SAP to ensure equipment is being recorded properly.. Effectively multitask and prioritize work based on the needs of the sales force, customer and departmental requirements. Maintain communication with the Leverage Contracts and Financial Services, to ensure efficient and accurate management of service contracts that are associated with these agreements.

Working hours: 8:30am - 5:30pm

Good working knowledge of Microsoft Office products, specifically Excel. Demonstrated written and oral skills. Aptitude for details, administrative work and a self-starter. Associates degree (Bachelor degree preferred) in Accounting, or Business Administration, or equivalent knowledge required. Two to three years prior experience in contract administration preferred.

Review contract terms and conditions to determine if changes have been made to the standard template. Work with Team Lead and/or supervisors to obtain legal review, and tracking sheets for altered terms and conditions. Analyze and reconcile billing discrepancies. Manage contract documents distribution and retention, utilizing DocView, Right Fax Server, Louts Notes Databases. Perform analysis of customers repair history to project profitability of a Service Contract. Run various reports and use the data to validate and analyze details related to service quotes and equipment ownership. Perform other related duties as assigned.

Spherion has helped thousands of people just like you find work happiness! Our experienced staff will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temp-to-perm or direct hire opportunities, no one works harder for you than Spherion. EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.

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