CVA Renewal & Customer Value 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

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.