Analyze project requirements while evaluating and recommending sound approaches or applications to meet the needs of projects and clients
Coordinate project activities and request for changes from original specifications
Act as liaison between Commercial Manager, Commercial Sales group and clients
Consistently maintain job files with appropriate supporting documents
Maintain intimate knowledge of clients project schedule requirements and product preferences
Manage risk and establish project recovery plans
Estimate and reconcile job accounts
Provide job account documentation to the credit department
Update jobs on order sheets and send to customers
Coordinate project close out with credit department
Provide Operations Manuals to customer
Manage customer bid lists
Interact and support outside sales employees, engineers, and technical assistants as assigned by department supervisor
Interact with credit and other departments, vendors and Carrier factory
Responsible for reviewing all aspects of the Order Entry Form (OEF) from creation until all orders are closed
Research parts, weights and dimensions for products
Review pricing and shipping information
Coordinate deliveries and crane meets/lifts
Set up new vendors in Sage
Track, monitor and handle order revisions (returns and additions)
Enter orders into the warranty Nest system
Handle credit and rebill issues
Handle proof of deliveries
Assist customers and credit department with credit holds, CODs, and credit card payment information
Critical Knowledge and Skills:
Proficient in plan, drawing, and specification reading
Strong interpersonal, organizational and communication skills with the ability to work with cross functional teams
Good time management and follow-up skills
Proficient in MS Project and the MS Office Suite
Exceptional interpersonal and communications skills
Excellent and accurate data entry skills
Exceptional multitasking and organizational skills
Resolve problems/issues
Strong attention to details
Work independently with minimal supervision in fast paced work environment
Review part numbers and pricing
Research using systems and software to obtain product guides and information, catalogs and manufacturing literature
Respond effectively to daily issues, establish facts and draw valid conclusions, create and execute plans
Reliable, able to work hours dictated by the demands of position
Required to learn HVAC Carrier Products and software (Sage, HVAC Partners, NEST system, vendor websites)
Work in a constant state of alertness and safe manner
Experience: • AA/AS degree preferred w/4+ years related experience in the HVAC industry or • BA/BS degree preferred w/2+ years related experience in the HVAC industry
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Com
