Sales Project Coordinator
Basic Function:
- Is responsible for the entire sales order fulfillment process, including management of customer orders from order entry point through punch list, providing support to sales personnel and project managers as applicable, and accurate and timely service to customers. Coordinates order entry, order management, factory interface and close-out of orders.
Specific Responsibilities and Duties:
Customer Service
- Communicates with customers regarding order status, punch list resolution and the scheduling of orders for delivery/installation
- Provides clarifications and answers for customers’ questions regarding project and
Order Preparation
- Assists sales/project personnel in pricing, product research and technical order information (C.O.M. requirements, custom requirements, etc.)
- Assists sales with the preparation of the quotation; reviews quote and prints it for sales presentation to customer
- Reviews and proofs order for basic information (ship to, bill to, contract number, ), accuracy and completeness
- Enters orders into computer system; sends purchase orders to manufacturers
Sales Order Management
- Disperses order information to appropriate internal and external personnel (sales staff, operations, customer, etc.)
- Checks acknowledgments against order; resolves discrepancies with factory; sends acknowledgment to customer; verifies ship date with customer
- Reviews receiving information from field operations and matches to order; resolves discrepancies before approval and sending to payables; enters receiving information for out-of-town installations into sales order system
- Ensures all work order paperwork is correctly processed to trigger invoicing for product delivered and work performed.
- Enters orders for punch list/warranty work; follows up to ensure all punch list work is done in a timely manner
Work Order Management
- Prepares work order packet and delivers packet to operations
- Provides schedule information to dispatcher
- Initiates service quotes for deliveries, small orders and major orders (if required)
File Control
- Maintains master sales order and work order files, ensuring file is complete and up-to- date
Project/Account Coordination
- Initiates and oversees deliveries and small installations; provides order management on all work, including large projects
- Analyzes order requirements, details scope of work, requests service pricing and schedules work with dispatcher for deliveries and small installations
- Interfaces with factory on order status, current lead times, reservation of manufacturing for future/project orders, specials requirements, C.O.M. requirements, etc.
- Communicates with customer on schedule of work, site requirements and project parameters for deliveries and small installations
- Manages factory interface and shipping coordination for all work
- Oversees delivery and small installation task completion
Sales/Work Order Close-Out
- Maintains and files customer sign-offs for all assigned sales/work orders
- Confirms accuracy of work orders for out-of-state projects for all product and service work specific to assigned sales/work orders thereby ensuring accurate invoicing.
- Is responsible for punch list resolution, including ordering product and initiating work orders; follows up to ensure timely completion of punch list work
Miscellaneous:
- Follows Parron Hall values and promotes the company purpose and vision
- Maintains fluency in and continuously utilizes the CORE operating system and company hardware and software as required
Please send your resume, cover letter, and portfolio (if available) to Thomas Morris at tmorris@parronhall.com
Parron Hall is an EEO/AA/Disability/Vets Employer