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Construction National Accounts Project Manager

Beacon Hill
Pineville, NC Full Time
POSTED ON 4/1/2025
AVAILABLE BEFORE 5/1/2025

National Accounts Project Manager

Construction company in southwest Charlotte seeks a National Accounts Project Manager to support large-scale clients. Contract to hire. Competitive salary.

Responsibilities

Aid in success of the National Account Department's project coordination efforts providing proposals, project-related documents, installer & schedule coordination.

SUCCESSFUL PROJECT COORDINATOR WILL:

  • Identify project leads and prepare comprehensive action plans including resources, time frames, and budgets for projects.
  • Work closely with project manager to perform various tasks including estimating, bidding, identifying needs, and providing proper documentation and literature, guiding all project participants.
  • Track project process through planning, implementation, monitoring, and closing.

Essential Duties

Administration:

- Work with National Accounts department team members to communicate and maintain current documents.

- Ensure all customers have most up-to-date and current information, and are following the procurement process developed as part of our National Accounts Program.

- Support team efforts in fielding email/phone call requests related to the National Accounts program to ensure all customers receive attention in a timely manner.

- Learn and adhere to current processes within assigned programs, recommending changes to process/workflows to Director of National Accounts; assist with implementation of approved changes.

Data Entry/IT:

- Continuous update of customer contact information in Odoo CRM.

- Data entry, communication of, and updates to projects/leads/opportunities into Odoo CRM.

- Assist Director of National Accounts with training and development relative to our Odoo software system.

Training:

- Channel as many potential installation companies as possible to Allied's National Training Center for install training and new install crew approvals.

- Assist with communications and coordination of training for new installers under the National Accounts Program.

Estimates/Takeoff/Bidding:

- Produce accurate takeoffs and material estimates to assigned NA customer base.

- Record bids in our Odoo CRM, updating within Allied's systems as order timing/status changes.

- Manage incoming requests for bid for assigned National Account customers.

Order Management:

- Manage incoming order requests via entry and proper assignment into Odoo CRM.

- Assist Director of National Accounts appoint proper workflow to incoming order sets.

- Order entry into QuickBooks or Odoo.

- Produce Work Orders, distribute to Jonesville manufacturing plant to initiate packing.

- Facilitate communication with customers relative to freight coordination/shipping.

- Help guide logistics personnel to ensure on-time and accurate deliveries.

- Help ensure Customers have updated installation-related documents (i.e., Lookbooks, site checklists, materials handling instruction, project drawings, etc.).

- Assist with preparation and proof-checking all invoices prior to passing along to accounting for processing & collection.

Qualifications, Education, Knowledge & Experience

- Experience in prior role(s) in construction and/or manufacturing.

- Prior account management experience.

- Working experience with Microsoft Office and Google Drive including Excel/Sheets, Word, Outlook & PowerPoint.

- QuickBooks knowledge helpful.

- CRM experience helpful; Odoo.

- Construction docs, blueprint reading helpful, but not necessary.

- Freight shipping experience helpful.

- Self-starting, attention to detail, willingness to learn.

Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.

California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.

Company Profile:

Founded by industry leaders to set a new standard in search, career placement, and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success, and a passion for innovation, creativity, and continuous improvement.

Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines, and industries.

Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences, and Beacon Hill Technologies by visiting Benefits Information.

Beacon Hill offers a robust benefit package, including medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility.

Upon successfully being hired, details will be provided related to our benefit offerings.

We look forward to working with you.

Beacon Hill. Employing the Future (TM)

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