Project Coordinator

Job Overview: Position is responsible for the entire sales order fulfillment process, including management of client orders from order entry through punch list, providing support to sales personnel, and accurate and timely service to client to ensure client satisfaction. Coordinates order entry, order management, factory interface and close-out of orders.

Reporting: This position is a non-exempt position and reports to the Project Coordinator Supervisor.

Primary Responsibilities:

• Work with all sales personnel, Account Managers, Project Managers, Accounting and Installation to ensure total client satisfaction.
• Assist Sales in the creation of proposals per the Sales Person/AM’s write up (should include product listing with prices of SIF file hard copy and file in the I-drive) reviews quote and prints it for sales presentation to client
• Create a job card for all new proposals
• Validate all Haworth proposals in Orderline
• Print proposals and proposal analysis for the sales person
• Convert all proposals into orders and sends purchase orders to manufacturers.
• Check Sourceline daily for any shortages and for shipping information for all Haworth orders
• Check acknowledgments against order; resolve discrepancies with vendors (manufacturing errors, freight claims, return authorizations, etc.); verify ship date with client, and provides weekly updated status reports
• Reviews and proofs orders for basic information (ship to, bill to, contract number, etc.) accuracy and completeness.
• Create Status reports and communicate to sales on a weekly basis all order status, punch list resolution and scheduling of shipping, delivery and installation.
• Prepares work order packet with clear scope of work (provided by Account Manager/Sales) and delivers to operations
• Maintains master sales order and work order files for all assigned orders insuring file is complete and up-to date
• Invoices for all product and service work for assigned sales orders; verifies invoice amounts and balance to clients are accurate

Skills and Knowledge Requirements:

Technology:

• Proficiency with Team Design in regards to preparation of proposals, orders inquiries and generating reports
• Competent with Orderline and Sourceline
• Experienced in Excel and Microsoft Word
• Capable of working via the internet efficiently

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