PROJECT PLANNER I

Description

SUMMARY: The Project Planner is responsible for the end-to-end execution of project planning deliverables, including design, application support, quality control, and order preparation across all represented product lines. This role performs the hands-on technical and production work required to move opportunities from pre-quote through order readiness.

Essential Duties And Responsibilities Include The Following

• Project Design & Technical Execution
  • Produce drawings, layouts, renderings, and plans using CET Designer, AutoCAD, Revit, SketchUp, and other required tools
  • Evaluate space constraints, user experience, product capability, and constructability
  • Read and interpret architectural drawings, blueprints, and specifications
  • Revise drawings and designs based on customer, sales, vendor, or internal feedback
  • Support complex system upgrades, relocations, and reconfigurations
• Product & Application Support
  • Serve as subject-matter expert on product applications, configurations, and limitations
  • Aid Sales during pre-planning and pre-quote stages to reduce revisions and delays
  • Provide guidance on product selection, logistics, installation considerations, and sequencing
  • Act as liaison with external vendors to obtain technical data and application clarification
  • Support specialty product lines including mobile shelving, modular millwork, lockers, interior systems, and storage solutions
• Sales & Internal Collaboration
  • Confer with Sales to gather requirements, clarify scope, and support project strategy
  • Attend project meetings to gain deeper understanding of customer needs
  • Communicate proactively regarding missing information, risks, or constraints
  • Cook up with pricing, operations, and installation teams as required

Qualifications

• To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Bachelor’s degree or equivalent experience in design, engineering, or space planning
• Strong experience with CET Designer, AutoCAD, Revit, and related software
• High attention to detail and ability to manage multiple projects simultaneously
• Strong math skills (geometry, measurements, pricing calculations)
• Experience in a sales-driven, project-based environment
• Proficiency in Excel and CRM systems
• Ability to work independently and meet deadlines
• Microsoft Excel and Adobe Product Suite experience a plus.
• Must have strong attention to detail.
• Must have the ability to manage a large workload on a consistent basis.
• Must have the ability to work well with others.
• Experience with SalesForce software a plus.

Education/Experience

• Bachelor’s degree or equivalent from two-year college or technical school; or six months to one-year related experience and/or training; or equivalent combination of education and experience.

Language Ability

• Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.
• Ability to write routine reports and correspondence.
• Ability to speak effectively before groups of customers or employees of organization.

Math Ability

• Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry.
• Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.

Reasoning Ability

• Ability to define problems, collect data, establish facts, and draw valid conclusions.
• Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

Work Environment

• The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 50 pounds.
• While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle or feel: reach with hands and arms and talk or hear.
• The employee is occasionally required to climb or balance, stand, walk and stoop, kneel or crouch.
• The employee needs to be able to identify and distinguish colors.

Physical Demands

• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 50 pounds.
• While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle or feel: reach with hands and arms and talk or hear.
• The employee is occasionally required to climb or balance, stand, walk and stoop, kneel or crouch.
• The employee needs to be able to identify and distinguish colors.

Benefits

• Medical Insurance
• Dental Insurance
• Vision Insurance
• Company-paid Life and Accidental Death & Dismemberment Insurance
• Option to buy Additional Life Insurance coverage for yourself and your dependents
• Short Term Disability Insurance
• Long Term Disability Insurance
• Flexible Spending Accounts (FSA)
• Employee Assistance Program (EAP)
• 401k
• Paid Time Off
• Paid holidays
• ESOP

We are an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. We are a drug-free workplace. Patterson Pope is a Federal Contractor.