C & I Sales Coordinator

Specific Job Function

• Set up new commercial customers in the system, ensuring all required information is accurately captured.
• Work closely with sales, operations, and finance teams to facilitate a smooth onboarding process for commercial accounts.
• Schedule and coordinate installations and Service for new commercial projects, ensuring alignment with internal teams and external vendors.
• Communicate installation timelines and requirements with customers and field service teams.
• Maintain accurate records of all billing transactions and customer accounts.

Competencies

• Resourcefulness
• Customer Focus
• Team Player
• Passion
• Integrity
• Organizational/Planning
• Communication
• Analytical Judgment/Decision Making

Qualifications

• Education & Experience:
• High school diploma required.
• Associate’s or Bachelor’s degree in Business, Finance, Accounting, or a related field preferred.
• 2+ years of experience in commercial billing, customer account management, or a related role.
• Experience in project coordination or commercial installations is a plus.

• Technical & Functional Skills:
• Proficiency in billing systems, ERP software (e.g., IFS, SAP, or similar), and Microsoft Office Suite.
• Strong organizational and problem-solving skills with the ability to manage multiple projects simultaneously.
• Knowledge of progress billing and commercial project invoicing processes.
• Familiarity with commercial service agreements, equipment procurement, and job costing is preferred.

• Soft Skills:
• Excellent communication and interpersonal skills for coordinating with internal teams and external customers.
• Strong attention to detail and accuracy in billing and data management.