What are the responsibilities and job description for the CSR/Project Coordinator/ Broomall, PA. position at AV Staffing Solutions?
CSR/Project Coordinator
Responsibilities:
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Sales Support
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Set up of new customers, sites, and contacts
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Quote entry & pricing check on all items
Inside Sales/Bid Desk:
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Inside sales for customers not assigned to an Account Manager, as well as accounts that are low margin
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Bid Desk for qualifying opportunities & then forwarded to the appropriate Sales Representative
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Research new construction opportunities and help qualify
- Assist with selling clearance items and aged inventory
Tech Ops:
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Process ITF (against install Materials) & assist with CCO and ICO processing
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Product availability once an installation order is entered
- Check PO delivery dates on equipment & assist with putting together binders/digital folders
Purchasing:
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Establish and update inventory masters and new vendors/vendor contacts
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Assist Purchasing Manager in Purchase Order to follow-up and track
- Stay updated on PO status/delivery dates & keep vendor pricing sheets current
Project Coordination:
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Maintain project schedules, team goals and coordination with Project Managers and Install Manager
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Manage project-related paperwork by ensuring all necessary materials are up-to-date and properly filed
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Alert Service Department of a completed project
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Work with managers to generate and process internal/external Change Orders
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Communicate scheduled jobs to the warehouse for staging and shipping
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Coordinate the printing of drawings, labels, and Team Project folders for installers
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Schedule and participate in project kick-off and post completion meetings
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Analyze post-installation job costing data and report out
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Update project milestones for Project Managers
- Verify proper shipping/receiving and ensure all equipment arrives prior to scheduled installations
Requirements:
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High School Diploma or equivalent (Associate’s Degree preferred)
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2 years of project management knowledge
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Demonstrated customer service experience
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Strong written, verbal, and presentation skills
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Ability to work independently or in a team, while also ensuring timely deadlines are met
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Effective communication and ability to work successfully with clientele, employees, and all levels of the organization
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Maintain strict confidentiality and handle sensitive matters with discretion
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Professional attire and attitude
- Proficiency with utilizing MS Office (Word, Excel, PowerPoint, Outlook)
