Sales Project Coordinator (Compressed Air) (Finance)

PRIMARY FUNCTION:

Assist the Sales staff with planning and managing Compressed Air Sales Department projects. Maintain or increase project profitability by closely tracking and managing project costs. Provides technical information/support to CAS Sales Associates, Start Up Technicians, customers and site contractors.

ESSENTIAL DUTIES:

A. Sales Staff Support

• Provides cost information when requested/as needed.
• Handles inquiries and questions regarding particular projects when requested by customer calls or walk-in customers.

B. Project Administration/Management

• Works with sales staff to review new projects and enter into production.
• Issue purchase orders for Caterpillar products and related accessories and services.
• Prepares detailed delivery tickets for all engine sales projects and coordinate equipment deliveries.
• Updates the Project Management Tracking Sheet(s) daily, or as needed to maintain accurate and current project status information. Provides reports as needed to assure timely execution of project requirements and schedules.
• Review and approve project vendor invoices for payment.
• Prepares submittals for approval and owner's manuals as required for each project.
• Coordinate and schedule start-ups, field testing and commissioning of projects.
• Complete project closeout and warranty documentation for each project.

C. Cost Control

• Reviews all project purchases, and when necessary or applicable, negotiate the lowest cost/best value to meet project requirements. Deal with all vendors in an equitable and ethical manner.
• Advises Sales Representative of cost variances or specifications shortfalls.

D. Service Manuals/Vendor Catalogs

• Reviews all product and sales literature to ensure product information is current. Solicit vendor product information when required.
• Prepares and assembles project service manuals, Caterpillar product support literature and outside vendor literature.
• Monitors and orders literature and binders as required for service manuals.
• Maintains vendor catalogs and routinely updates literature in catalog library.

E. Self-Improvement and Development

• Reviews all product and sales literature to ensure current product knowledge
• Attend training as required to maintain current product knowledge and improve overall performance.

F. Special Projects

• Completes special projects assigned by management.

MINIMUM REQUIREMENTS:

Education:

Four-year degree with two years of work experience, preferably with exposure to Compressed Air systems or construction project management or a two-year degree with four years of work experience, preferably with exposure to electrical power systems or construction project management.

Work Experience:

Experience in purchasing, or similar sales coordination is preferred.

Physical:

Ability to travel periodically, with occasional overnight stays. Must be able to sit for extended periods, stand, stoop and climb for on-site inspections.

Other:

Valid driver's license with acceptable driving record. Become familiar with on-site installations and equipment operations. PC exposure and experience with Microsoft Office. Excellent customer service skills.

This job description is not intended to be all-inclusive. Your supervisor may request and assign you similar duties. Any major modification of this job role requires Human Resources approval.Gregory Poole Equipment Company is an Equal Opportunity/Affirmative Action employer and will consider all qualified applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.