Project Management

About the role

This position will use spreadsheets and other standard office applications to record and process sales, operational, and financial documentation related to vendors, clients, service providers, and internal customer accounts. You will receive signed proposals from sales representatives and process all necessary orders while coordinating with internal and external service partners for installation. The role involves maintaining effective client and sales communication throughout the project lifecycle, ensuring each project is managed through to completion with efficient hand-offs.

You will collaborate with warehouse and finance teams to maintain inventory levels, follow up with clients to ensure satisfaction, and may consult with the finance team to ensure accurate customer billing and monitor project P&L. The role also involves helping establish methods and processes to ensure customer satisfaction and business efficiency.

Responsibilities

• Provide accounting, clerical, and project management support to the Project Management team.
• Type accurately, prepare, and maintain documents and records.
• Process (sales) orders for materials and services.
• Obtain and maintain an understanding of the common technologies deployed for customers.
• Review and collaborate on Solutions Design documents.
• Coordinate delivery/installation services with internal and external service partners, including:
  • Scheduling deliveries with logistics providers, internal services team, and service providers.
  • Coordinating delivery of parts and supplies to the site in advance of technician arrival.
  • Monitoring delivery schedules and being available for direct (phone) conversations with on-site technicians.
  • Confirming shots (video angles, etc.) and troubleshooting.
  • Verifying work completeness and approving return trips.
• Enter key financial/sales data daily/weekly/monthly into databases or other software tools (e.g., upload work-orders).
• Quality check completed work-orders.
• Coordinate with 3rd party project managers (e.g., service providers, general construction).
• Develop or coordinate the development of delivery tools (e.g., fobs, drives).
• Coordinate the return of equipment or delivery of additional parts/equipment as needed.
• Effectively communicate with customers to ensure the highest level of satisfaction.
• Provide general assistance and support on proposals, contracts, and related processes.
• Collaborate with finance on billing-related questions/issues.
• Notify management and recommend corrective action for any perceived inventory issues.
• Inform management and compile reports/summaries on activity areas.
• Function in accordance with established standards, procedures, and applicable laws.
• Constantly update job knowledge.
• Maintain inter-office mail/email.
• Assist with general company activities as needed.

Requirements

• Valid driver’s license.
• Pass a drug test and background check.
• Able to work 8 AM–5 PM weekly (Monday–Friday), with flexibility to work after hours as needed for client issues.
• PMI certification or willingness to pursue it.
• Excellent interpersonal, written, and oral communication skills.
• Strong listening skills and the ability to ask probing questions, understand concerns, and overcome objections.
• Exceptionally strong work ethic and self-starter mentality; able to manage multiple priorities and adapt to change in a fast-paced environment.
• Professional and friendly attitude with the ability to quickly develop rapport with customers, service providers, suppliers, and colleagues.
• Consummate team player, able to interact with other teams to meet customer and business needs.
• Professional appearance and demeanor at all times.

Benefits

• Competitive pay.
• Competitive health insurance.
• Paid vacations.
• Paid holidays.
• Company-sponsored retirement plan.

Non-smoking facility.