Project Coordinator

The Project Coordinator helps to enhance the efficiency of business processes by collecting all information needed to promote the financial health of the organization. The Project Coordinator will help manage open and completed work orders for billing by properly completing the essential functions of the job. 

Essential Functions

• Create and process purchase orders from start to completion. Will work with multiple team members and technicians for direction on any specific instructions.
• Review service calls for billing
• Create and track jobs as needed for completion
• Assist with job scheduling and dispatch as needed
• Support office staff and management with general operational tasks
• Gather missing documentation from field personnel that is pertinent to billing
• Organize and prioritize large volumes of information and calls
• Submit invoices to CFSC as specified by the Customer SOP for review
• Comply with all applicable standards, policies, or procedures
• Perform other related duties, as assigned, for the purpose of ensuring the efficient and effective functioning of the work unit

Job Requirements - Minimum Qualifications

• One or more years of experience as a quoter or expeditor in the HVAC/R industry a plus

• Good computer proficiency
• Great Plains (GP) experience a plus
• High school diploma or general education degree
• HVAC/R industry knowledge or experience preferred
• Strong organizational and communication skills
• Good customer service/phone skills and flexibility for handling a wide range of activities
• Data entry for accurately processing invoices and payment runs
• Self-motivated and work well with others
• Demonstrates time management skills
• Flexibility and desire to take on additional responsibilities
• Willing to learn and grow with the company
• Ability to work independently, multi-task and prioritize tasks with strict deadlines
• Self-motivated and works well with others