Project Coordinator

• Work directly with the outside sales team to provide after sales assistance and customer service as required.
• Each Inside Sales Person will be assigned to multiple outside sales people.
• Provide contractor / customer support in all aspects of the sales process.
• Set up projects in Salesforce and Accounting System. Insure the purchase orders, active financials and sales order match.
• Work with contractors to ensure equipment is ready for release and verify ship date and ship to requirements.
• Release equipment for production.
• Insure we receive order acknowledgments for processed orders and verify accuracy to what was released.
• Keep project folders up to date with accurate PO’s, order acknowledgments, start-up reports, etc..
• Update Salesforce and accounting system with released equipment.
• Verify, check and update ship dates within Salesforce.
• Update the project status within Salesforce throughout the different project stages.
• Provide updates to customers on project status, product ship dates and tracking information.
• Work with accounting to make sure shipped equipment is billed at time of shipment and at the correct values.
• Work with accounting on invoicing, financial accuracy of projects and archiving of projects.
• Provide IOM’s and equipment information to customers as requested.
• Coordinate / schedule start-up and troubleshooting for all equipment.
• Work with service group on service and start-up calls. Including scheduling, project / equipment information, pre-start up check lists, follow-up, time tracking, start-up reports etc.
• Coordinate warranty requests.
• Provide parts pricing and order parts as required.
• Properly close and archive projects when projects are completed.
• Required to be knowledgeable about all the equipment we represent. Understand the basics of the products and how to price / order.
• Attend sales meeting and project meetings.
• From time to time, you will be required to participate in promotional campaigns, marketing events, manufacturer’s initiatives and sales training.
• Assist with answering phones.

• Self-starter with excellent organization and time management skills.
• Strong work ethic and reliability as you will be counted on to be part of a team.
• Able to verbally communicate well in person and over the phone.
• Customer service experience.
• Computer skills with competency in Microsoft Outlook, Excel, Word and Adobe PDF.
• Good with numbers and spread sheets.
• Energetic and brings enthusiasm to the workplace.
• Order entry, follow-up and product management skills.
• General accounting knowledge would be beneficial.

•  401(k) with employer match (immediate vesting)  
• Medical – HDHP & PPO options, Dental and Vision  
• HSA with employer matching contributions  
• FSA & Limited FSA  
• Employer Paid Life/AD&D Insurance  
• Voluntary Life Insurance Plans  
• Paid Family Leave  
• Paid Time Off (PTO)  
• Paid Company Holidays  
• Employer Paid Short-term Disability  
• Long-term Disability  
• Referral Bonus Opportunities  
• Other voluntary fringe benefits  

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