CVA Specialist: Customer Value Agreements Coordinator

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

Benefits offered by this job

PTO 96 hours in first year

Medical, dental, and vision insurance

Life and AD&D Insurance

401K company contribution up to 7%

Tuition Reimbursement

Employee Assistance Program (EAP)

IDWatchDog discounts

Discounted employee phone plans

Job summary

Wagner Equipment Co. in Colorado is seeking a CVA Specialist to manage intake and renewal of Customer Value Agreements, coordinating with sales and service teams. You will validate quotes, set up maintenance schedules, and maintain accurate records across DBS, SalesLink, and EMT.

This role emphasizes customer-facing administration, contract renewal activities, and data accuracy in a heavy equipment dealership environment.

Qualifications

• High School Diploma or GED required.
• 3+ years of service administration, contract administration, or inside support experience.
• 1+ years direct customer service experience.
• Experience communicating directly with customers by phone and email.

Responsibilities

• Serves as the central intake point for CVA requests from machine and generator sales and aftermarket sources.
• Reviews incoming CVA quotes for completeness and accuracy before agreement build.
• Builds CVA enrollment numbers and maintains records across DBS, SalesLink, and EMT.
• Sets up and maintains preventive maintenance schedules in EMT.
• Prepares agreement documents and routes them for electronic signature via DocuSign.
• Tracks signature status and renewals; initiates renewal activity.
• Communicates with customers about renewals and coverage.
• Supports renewal outreach with Product Support Sales Representatives.
• Maintains and distributes CVA reporting.
• Identifies discrepancies and process improvement opportunities.

Skills

Customer service

Data entry

Multitasking

Education

High School Diploma or GED

Tools

DBS

TexadaSalesLink

Equipment Management Toolkit (EMT)

Service Agreement Quoter (SAQ)

DocuSign

Microsoft Word

Excel

Outlook

Microsoft Forms

Job description

Wagner Equipment Co. in Colorado is seeking a CVA Specialist to manage intake and renewal of Customer Value Agreements, coordinating with sales and service teams. You will validate quotes, set up maintenance schedules, and maintain accurate records across DBS, SalesLink, and EMT.

This role emphasizes customer-facing administration, contract renewal activities, and data accuracy in a heavy equipment dealership environment.