Customer Value Agreement Specialist

Wagner Equipment Co. in; Aurora (CO); On-site; USD 61,000 - 83,000; Full time

Benefits offered by this job

PTO 96 hours

Health insurance

Life and AD&D insurance

401K with company contribution

Tuition reimbursement

Employee Assistance Program

Employee discounts

Job summary

Wagner Equipment Co. seeks a Customer Value Agreement Specialist (Finance) to manage CVA intake, quotes, enrollments, and renewals with a strong customer-service focus.

The role involves maintaining schedules in dealer systems and coordinating with Sales and Service teams to ensure accurate, up-to-date records. The ideal candidate will have several years in service or contract administration, solid communication skills, and experience with DocuSign and dealership processes.

Qualifications

• 3+ years of service or contract administration experience.
• 1+ years of direct customer service experience.
• Experience communicating directly with customers by phone and email.
• Familiarity with dealership service operations preferred.

Responsibilities

• Serve as central intake point for CVA requests from new machine and generator sales and aftermarket sources.
• Reviews incoming CVA quotes for completeness and accuracy prior to agreement build, following up with the originator when information is missing.
• Builds CVA enrollment number and maintains preventive maintenance schedules in the EMT.
• Prepares agreement documents and routes them to customers for electronic signature through DocuSign.
• Tracks signature status, follows up on outstanding agreements, and confirms executed agreements match what was built before activation.
• Manages the CVA renewal pipeline, monitoring expirations and renewing activities.
• Prepares renewal quotes using SAQ, updates pricing and PM events based on machine hours/age.
• Administers auto-renewal with customer notifications and opt-out processing.
• Communicates with customers regarding renewals and coverage and escalates at-risk agreements.
• Supports standardization of agreement terms and maintains accurate records across DBS, SalesLink, and EMT.

Skills

Customer service

Communication skills

Education

High School Diploma or GED

Tools

Microsoft Word

Microsoft Excel

Outlook

Microsoft Forms

Job description

Customer Value Agreement Specialist (Finance)

Why Join Wagner?

At Wagner, our people are the driving force behind everything we do.We'recommitted to helping our employees grow through meaningful work, career development, and opportunities to learn and advance. Join a team that values collaboration, innovation, and the people who make our success possible. We offer excellent benefits and supply you with the tools you need to maximize your potential.

Benefits include:

• Paid Time Off (PTO) Plan - Up to 96 hours of PTO in your first year + 8 company paid holidays
• Medical, dental, and vision insurance
• Life and AD&D Insurance
• Retirement Plans - 401K eligible employees can receive a company contribution up to 7%
• Tuition Reimbursement
• Employee Assistance Program (EAP)
• CEFCU - Employees have access to services including payroll deductions,savings, accounts, loans, VISA card and more
• Additional Benefits include Supplemental life Insurance, Critical Illness + Accidental Insurance, IDWatchDogand discounted employee phone plans

The CVA Specialist owns the intake and renewal of Customer Value Agreements (CVAs) for Wagner's customers, working in the spirit of "One Professional Team." This is a customer‑facing service administration role within the CVA group. The Specialist receives incoming agreement requests from equipment sales and Product Support Sales,validateseach agreement and its preventive maintenance schedule in the dealership's service systems, approves the quote,and owns renewals as agreements approachexpiration. Day‑to‑day work involves building andmaintainingcontracts in the dealership's systems, regular customer phone and email contact, coordination with Product Support Sales Representatives and Service branch personnel, and careful recordkeeping to keep dataaccurateacross those systems.

This is an administrative and customer service position within a heavy equipment dealership. It is notanlegal contract,information technology, software development, systems administration, or data engineering role, and it does not involve programming, database administration, or building reporting infrastructure.

Pay Rate: $60,670.86 - $83,425.94 AnnuallyPay rate is dependent upon education & experience.

Essential Functions:

Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

• Serves as the central intake point for CVA requests originating from new machineand generatorsales and aftermarket sources

• Reviews incomingCVA quotesfor completeness and accuracy prior to agreement build, following up with the originator when information is missing

• Builds Customer Value Agreementenrollment number

• Sets up andmaintainspreventive maintenance schedules in the Equipment Management Toolkit (EMT)

• Prepares agreement documents and routes them to customers for electronic signature throughDocuSign

• Tracks signature status, follows up on outstanding agreements, and confirms executed agreements match what was built before activation

• Manages the CVA renewal pipeline, including monitoring upcoming expirations andinitiatingrenewal activity

• Prepares renewal quotes using Service Agreement Quoter (SAQ), updatingpricingand adjusting preventive maintenance events based on machine age and accumulated hours

• Administers the auto-renewal process, includingadvancedcustomer notification and processing of customer opt-out requests

• Communicatesinitiallydirectlywith customersregardingrenewals, agreement updates, and coveragequestion.

• Partners with Product Support Sales Representatives on renewal outreach and escalates at-risk agreements

• Supports standardization of agreement terms, including conversion of existing agreements to standardexpirationterms and contract lengths

• Maintainsaccurateagreement records, documentation, and contract files across DBS,SalesLink, and EMT

• Prepares and distributes CVA reporting, including new, renewed, expired, and lost agreements

• Identifiesdiscrepancies, missing information, or trends requiring management attention

• Provides input on process improvements related to CVA administration and customer experience

• Builds working knowledge of Caterpillar products, service offerings, and aftermarket solutions

• Other duties as assigned by manager

Required Education and Experience:

• High School Diploma or GED

• 3+ years of service administration, contract administration, or inside support experience

• 1+ years of direct customer service experience

• Demonstrated experience communicating directly with customers by phone and email

Preferred Experience:

• Experience in a heavy equipment, truck, agricultural, or industrial dealership or service operation strongly preferred

• Familiarity with service agreements, maintenance contracts, warranty administration, or work order processes preferred

• Associate's degree in Business Administrationor a related field preferred

Physical Demands & Competencies:

• Standing, walking, talking, sitting, use of hands & hearing

• Data entry, telephone, reading/writing, reasoning, organizational, communication & math skills

• Strong written and verbal communication skills, including direct customer contact

• Organized and detail oriented with the ability to manage multiple priorities and deadlines

• Ability to compile and organize agreement information into routine departmental reports

• Working knowledge of Microsoft Word, Excel, Outlook, and Microsoft Forms at a general business user level

• Ability to learn and work within dealership business systems, including DBS, TexadaSalesLink, the Equipment Management Toolkit (EMT), the Service Agreement Quoter (SAQ), andDocuSign. These are dealer‑specific applications; training is provided.

• Safety & Product Knowledge

• Sedentary work that primarily involves sitting/standing but may require occasionally lifting and/or moving up to 25 pounds

Travel Requirements:

• Minimal travelrequired

Other Duties:

Job Offers are contingent upon all required pre‑employment screenings which may include but are not limited to background checks, drug/alcohol testing, fit for duty testing, and any other job‑related tests/screenings.

Pleasenotethis job description is not designed to cover orcontaina comprehensive listing of activities, duties or responsibilities that arerequiredofthe employee for this job. Duties,responsibilitiesand activities may change at any time with or without notice.

Requirements are representative of minimum levels of knowledge,skillsand/or abilities. To perform this job successfully, the employee mustpossessthe abilities or aptitudes to perform each duty proficiently.

Wagner Equipment Co. is an EEO/AA/Veterans/Disabled employer.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.Administrative & Professional