Project Coordinator

Job Summary:

The Project Coordinator will plan, schedule, implement, communicate, and monitor projects as a liaison between the sales team and customers. This position will work to provide reliable reporting, improved metrics and forecasting and increased customer satisfaction and retention through cross-team collaboration and communication.

Supervisory Responsibilities:

• None.

Duties/Responsibilities:

• Ability to manage and book customer purchase orders (PO’s) in Customer Relationship Management (CRM) system.
• Generate equipment submittals.
• Set up purchase orders and release equipment to production.
• Process stock orders and coordinate shipments/will call.
• Upload orders, acknowledgements and track effectively.
• Update costs and shipping lead times as appropriate.
• Act as a liaison between company, customers, and vendors
• Notify customer of shipped material/order and provide tracking information.
• Manage warranty claims, Return Merchandise Authorization (RMAs) and communicate to customer.
• Arrange start-up with the Service Team.
• Perform other related duties as assigned.

Required Skills/Abilities:

• Excellent interpersonal and customer service skills.
• Ability to manage difficult customers and situations during phone conversations or in person.
• Exhibits high-level problem-solving capabilities.
• Manages and prioritizes multiple tasks.
• Excellent organizational skills and attention to detail.
• Excellent written and verbal communication skills, transparent communication style.
• Excellent time management skills with a proven ability to meet deadlines.
• Familiar with CRM program(s) and creating heightened productivity through accuracy.
• Proficient in Microsoft Office Suite or related software.

Education and Experience:

• High School diploma or equivalent required; Associate degree is preferred.
• At least two years of experience in related disciplines (Construction/Customer Service/HVAC industry preferred)

Physical Requirements:

• Prolonged periods of sitting and working at a computer.
• Frequent use of a computer, keyboard, telephone, and other standard office equipment.
• Ability to communicate effectively in person, by telephone, and through virtual meeting platforms.
• Occasionally required to stand, walk, bend, reach, or lift and carry items weighing up to 20 pounds.
• Ability to remain productive in a fast-paced environment while managing multiple priorities and meeting deadlines.
• On-site and in office, we are unable to provide relocation for this role.