Proposal Specialist - Sales Support

563d Siemens Medical Solutions USA, Inc.; United States; On-site; USD 73,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) retirement plan

Life insurance

Disability insurance

Paid parking/public transportation

Paid time off

Paid sick time

Job summary

Siemens Healthineers is seeking a Finance/Contracts specialist to manage the quote-to-booking lifecycle for healthcare equipment and services. You will support internal and external customers, review and finalize quotes, and ensure IFRS/MEA compliance across SAP-driven ERP processes.

The role emphasizes collaboration, data integrity, and precise documentation to drive profitable orders while maintaining governance and policy adherence.

Qualifications

• Bachelor's degree in Finance, Accounting, or Business or equivalent experience.
• Strong written and verbal communication and interpersonal skills.
• Ability to collaborate with internal/external stakeholders and mentor others.
• Organizational skills and ability to multi-task under deadlines.
• Working knowledge of SAP and MS Office, especially Excel.
• Knowledge of revenue recognition, IFRS and MEA requirements.

Responsibilities

• Perform activities from pre-booking to booking for new orders and contracts.
• Ensure MEA accounting processes align with guidelines in the ERP system.
• Coordinate handoffs to Customer Operations with required documentation.
• Identify data transmission issues between CRM and ERP systems.
• Validate quotes and contracts, ensuring compliance and accurate booking in SAP.

Skills

Communication skills

Interpersonal skills

Organizational skills

Multitasking

Team collaboration

SAP

MS Office (Excel/Word)

Revenue recognition

IFRS MEA

Education

Bachelor's in Finance, Accounting, or Business

Tools

SAP

ERP knowledge

CRM systems

Job description

Join us in pioneering breakthroughs in healthcare. For everyone. Everywhere. Sustainably. Our inspiring and caring environment forms a global community that celebrates diversity and individuality. We encourage you to step beyond your comfort zone, offering resources and flexibility to foster your professional and personal growth, all while valuing your unique contributions.

Completes a number of processes and activities during the sales process with respect to an effective administration of proposals and sales orders for an assigned organizational unit or customer target group, concerning both sales and after‑sales processes.

Your Role:

• Perform all activities from pre‑booking to booking for new orders and contracts.
• Confirm MEA accounting processes are followed per guidelines and are reflected accurately in ERP system.
• Facilitate timely, seamless handoffs to Customer Operations, including all required documentation.
• Identify data transmission issues between CRM and ERP systems as needed.
• Resolves most issues independently and consults with lead specialists for the most challenging issues.
• Ensure compliance with all finance, accounting, and quality policies.
• Work with IT to troubleshoot data transmission issues between CRM and ERP systems as needed and implement process changes as required.
• Participate in process improvement, IT, and other project initiatives as needed.
• Ensure compliance with all finance, accounting, and quality policies.
• Perform all activities associated with the creation, review, analysis, editing, escalation, and approval of quotes.
• Includes ensuring compliance with all pricing guidelines, GPO/IDN contract terms and value adds as applicable, profitability analysis as applicable, government coding as applicable, exception management, compliance to the escalation and Limits of Authority policies, and accuracy of MEA accounting guidelines.
• Document all activities, decisions, approvals, timelines within quote tool.
• Manage most complex quotes and scenarios to ensure accuracy and best deal structure to meet business and customer needs.
• Perform all activities associated with the validation of new contracts and orders including gathering of required contract and configuration documents and receipt of required approvals and signatures.

Your Expertise:

• Supports internal and external customers in the preparation, review, approval, and order entry of proposals and contracts for Siemens medical equipment and service.
• Supports the entire Quote to Booking zone team in all aspects of the quote to booking process including IT systems, product line expertise and support, IFRS 15 and MEA accounting in addition to the quote to booking process itself.
• Reviews, revises and approves customer price quotes for DI/AT/US, and Service, validation of incoming orders and contracts to ensure all required documents have been received, and the accurate booking of orders and contracts orders in the Siemens ERP platform (SAP).

Required Skills, Education and Experience for this position:

• Bachelors in Finance, Accounting, or Business or relevant number of years of experience 2+ years of related experience.
• Strong written and oral communication skills with proven interpersonal skills.
• Ability to collaborate effectively with people, coach and mentor employees and maintain rapport with internal and external customers is essential.
• Strong organizational skills required.
• Ability to multi‑task, prioritize workflow, perform under sensitive deadlines.
• Ability work and lead effectively in a team environment.
• Working knowledge of SAP.
• Proficient with MS Office suite (particularly Word and Excel).
• Working knowledge of Finance and Accounting processes and regulations, particularly revenue recognition guidelines (MEA, IFRS).
• Strong written and verbal communication skills, problem solving skills, ability to work in a fast‑paced team environment.
• Knowledge of entire quote to contract lifecycle process.
• Knowledge of quote to booking process (basic knowledge of DI/AT/US, and Service, and how those differences impact quote through booking processes).
• Knowledge of IT systems, how they impact the quote to booking process, how to adapt processes to implement new business models, and how to troubleshoot issues is critical.
• Financial acumen and demonstrated ability to identify and resolve complex problems and apply problem‑solving skills effectively is needed.
• Ability to make decisions and recommendations to resolve issues is important.
• Demonstrated ability to take ownership of issues and collaborate/consult with peers and others outside of functional area to resolve complex issues and improve existing processes.

Who we are:

We are a team of more than 72,000 highly dedicated Healthineers in more than 70 countries. As a leader in medical technology, we constantly push the boundaries to create better outcomes and experiences for patients, no matter where they live or what health issues they are facing. Our portfolio is crucial for clinical decision‑making and treatment pathways.

How we work:

When you join Siemens Healthineers, you become one in a global team of scientists, clinicians, developers, researchers, professionals, and skilled specialists, who believe in each individual’s potential to contribute with diverse ideas. We are from different backgrounds, cultures, religions, political and/or sexual orientations, and work together, to fight the world’s most threatening diseases and enable access to care, united by one purpose: to pioneer breakthroughs in healthcare. For everyone. Everywhere. Sustainably. To find out more about Siemens Healthineers businesses, please visit our company page here.

The base pay range for this position is: $73,030 - $100,419 Factors which may affect starting pay within this range may include geography/market, skills, education, experience, and other qualifications of the successful candidate. If this is a commission eligible position the commission eligibility will be in accordance with the terms of the Company's plan. Commissions are based on individual performance and/or company performance.

Benefits for this position, subject to applicable eligibility requirements:

• medical insurance
• dental insurance
• vision insurance
• 401(k) retirement plan
• life insurance
• long‑term and short‑term disability insurance
• paid parking/public transportation
• paid time off
• paid sick and safe time

Equal Employment Opportunity Statement:

Siemens Healthineers is an Equal Opportunity and Aff… (complete sentence as in original) All qualified applicants will receive consideration for employment without regard to their race, color, creed, religion, national origin, citizenship status, ancestry, sex, age, physical or mental disability unrelated to ability, marital status, family responsibilities, pregnancy, genetic information, sexual orientation, gender expression, gender identity, transgender, sex stereotyping, order of protection status, protected veteran or military status, or an unfavorable discharge from military service, and other categories protected by federal, state or local law.

EEO is the Law:

Applicants and employees are protected under Federal law from discrimination.

Export Control:

“A successful candidate must be able to work with controlled technology in accordance with US export control law.” “It is Siemens Healthineers’ policy to comply fully and completely with all United States export control laws and regulations, including those implemented by the Department of Commerce through the Export Administration Regulations (EAR), by the Department of State through the International Traffic in Arms Regulations (ITAR), and by the Treasury Department through the Office of Foreign Assets Control (OFAC) sanctions regulations.”

Data Privacy:

We care about your data privacy and take compliance with GDPR as well as other data protection legislation seriously. For this reason, we ask you not to send us your CV or resume by email. We ask instead that you create a profile in our talent community where you can upload your CV. Setting up a profile lets us know you are interested in career opportunities with us and makes it easy for us to send you an alert when relevant positions become open.

Recruiter Agency Policy:

To all recruitment agencies: Siemens Healthineers does not accept agency resumes. Please do not forward resumes to our jobs alias, employees, or any other company location. Siemens Healthineers is not responsible for any fees related to unsolicited resumes.

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