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CSR/Project Coordinator/ Broomall, PA.
AV Staffing Solutions
Full-time
On-site
Broomall, Broomall, United States
CSR/Project Coordinator
Responsibilities:
Sales Support
Set up of new customers, sites, and contacts
Quote entry & pricing check on all items
Inside Sales/Bid Desk:
Inside sales for customers not assigned to an Account Manager, as well as accounts that are low margin
Bid Desk for qualifying opportunities & then forwarded to the appropriate Sales Representative
Research new construction opportunities and help qualify
Assist with selling clearance items and aged inventory
Tech Ops:
Process ITF (against install Materials) & assist with CCO and ICO processing
Product availability once an installation order is entered
Check PO delivery dates on equipment & assist with putting together binders/digital folders
Purchasing:
Establish and update inventory masters and new vendors/vendor contacts
Assist Purchasing Manager in Purchase Order to follow-up and track
Stay updated on PO status/delivery dates & keep vendor pricing sheets current
Project Coordination:
Maintain project schedules, team goals and coordination with Project Managers and Install Manager
Manage project-related paperwork by ensuring all necessary materials are up-to-date and properly filed
Alert Service Department of a completed project
Work with managers to generate and process internal/external Change Orders
Communicate scheduled jobs to the warehouse for staging and shipping
Coordinate the printing of drawings, labels, and Team Project folders for installers
Schedule and participate in project kick-off and post completion meetings
Analyze post-installation job costing data and report out
Update project milestones for Project Managers
Verify proper shipping/receiving and ensure all equipment arrives prior to scheduled installations
Requirements:
High School Diploma or equivalent (Associate’s Degree preferred)
2+ years of project management knowledge
Demonstrated customer service experience
Strong written, verbal, and presentation skills
Ability to work independently or in a team, while also ensuring timely deadlines are met
Effective communication and ability to work successfully with clientele, employees, and all levels of the organization
Maintain strict confidentiality and handle sensitive matters with discretion
Professional attire and attitude
Proficiency with utilizing MS Office (Word, Excel, PowerPoint, Outlook)
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