CVA Planner

JOB SUMMARY

The Cheyenne CVA Planner is responsible for planning, coordinating, and managing Customer Value Agreement (CVA) maintenance activities throughout the Cheyenne territory. This position serves as a central point of coordination between customers, service personnel, parts operations, sales representatives, and management to support timely preventive maintenance, backlog management, work order administration, and reporting. The role helps maximize customer equipment availability, improve service execution, and ensure customers receive the full value of their service agreements.

ESSENTIAL FUNCTIONS

• Develop and maintain preventive maintenance schedules for equipment covered by Customer Value Agreements.

• Schedule and forecast preventive maintenance.

• Monitor maintenance intervals, PM alerts, and upcoming service requirements using applicable company and Caterpillar systems.

• Coordinate labor, parts, and other resources required to support scheduled maintenance activities.

• Maintain accurate backlog information and communicate maintenance priorities to customers and service personnel.

• Administer CVA and other service agreement information in applicable systems.

• Track PM completion, CVA performance, maintenance expenses, contract compliance, and customer fulfillment.

• Coordinate with PSSRs, ISRs, sales personnel, service leadership, and customers regarding contract deliverables and maintenance needs.

• Open, maintain, review, and close work orders and work order segments in DBS.

• Verify service reports, labor entries, parts charges, service codes, standard jobs, and supporting documentation for accuracy and completion.

• Review work orders for proper documentation, warranty requirements, component tracking, and contract compliance.

• Monitor work in process and provide timely updates to customers, service personnel, and management.

• Maintain data integrity within DBS, Vision Link, Foresight, Smartsheet and related systems.

• Prepare documentation and reports for customer maintenance reviews and leadership requests.

• Develop and maintain professional working relationships with customers and internal stakeholders.

• Participate in safety meetings, follow safe work practices, and support continuous improvement and special projects.

• Travel to customer locations and company facilities as required.

• Perform other related duties and responsibilities as assigned.

QUALIFICATIONS/KNOWLEDGE/SKILL/ABILITY

• High school diploma or equivalent required.

• Minimum 1 year of relevant experience in heavy equipment maintenance, service operations, maintenance planning, contract administration, work order management, or related field.

• Valid driver’s license with an acceptable driving record.

• Working knowledge of heavy equipment maintenance practices, service operations, work orders, and maintenance planning processes.

• Experience with work order management systems, database applications, and accurate data entry.

• Advanced computer skills, including Microsoft Excel, Word, Outlook, and related business applications.

• Strong analytical, organizational, problem-solving, and time-management skills.

• Ability to organize multiple priorities, establish short- and long-term goals, and meet deadlines.

• Ability to communicate clearly and professionally through verbal, written, and electronic methods.

• Ability to work independently and collaboratively while developing positive relationships with customers and coworkers.

• Strong attention to detail, confidentiality, and data accuracy.

PREFERRED

• Associate or bachelor's degree in business, diesel technology, engineering, construction management, or related field.

• Knowledge of Caterpillar equipment, parts, maintenance practices, and service operations.

• Experience with Customer Value Agreements, equipment maintenance contracts, availability reporting, and component forecasting.

• Experience with AMT, DBS, VisionLink, Foresight, Smartsheet, CAT Builder, CAT Calculator, or other Caterpillar systems.

• Knowledge of service accounting, bookkeeping, business math, and continuous improvement practices.

PHYSICAL/ENVIRONMENTAL REQUIREMENTS

• Work is performed in a combination of office, shop, field, and customer-site environments.

• Frequent use of computers, phones, and standard office equipment, with extended periods of sitting, standing, keyboarding, and data entry.

• Ability to walk through service shops and field locations, climb stairs, and access equipment when required.

• Occasional exposure to weather, noise, dust, and industrial working conditions.

• Ability to lift and carry up to 25 pounds.

• Ability to operate a company vehicle and travel to customer locations and company facilities.

• Occasional overtime, schedule variations, and overnight travel may be required.

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 (https://www.eeoc.gov/poster) notice from the Department of Labor.