Lead Project Specialist

2 weeks ago

Billings, United States Crescent Electric Supply Full time

As a Lead Project Specialist, you are responsible for overseeing and managing projects beginning with initiating the submittal process, setting up the file, and ending when the job is closed. You will act as the primary contact for the project specialist department for Account Managers and Quotations personnel. You will also serve a dual role as one that directly manages projects and leads others who manage projects.

PRIMARY DUTIES:

  • Set up each job file according to established standards. File all job documentation according to procedures.
  • Be the initial contact for the department to receive new projects.
  • When new projects are accepted by the department, serve as the facilitator for collaboration in the department to determine job routing to specific members of the project specialist team.
  • Ensure that active job files are kept current with all relative information pertaining to projects including customer purchase orders, sales orders, vendor purchase orders, cut sheets, vendor and customer correspondence, change orders, specification sheets, delivery schedules, manufacturer invoices, and acknowledgements.
  • Complete job account information sheet. Have job account set up by Credit Department.
  • Enter the order on the Crescent System on a hold-for-release basis and create appropriate vendor purchase orders.
  • Responsible for the submittal process. Also responsible for review once accepted by contractor or engineer. Facilitate negotiations of exceptions or notations.
  • Release project for shipment with vendors once written release from customer is received. Perform appropriate expediting functions to ensure material is shipped by vendor and received by customer in the agreed-upon time frame.
  • Build strong professional relationships with customers and vendors to provide the best customer service possible.
  • Initiate proactive communication with customers through the duration of the job using order acknowledgements, project status reports, change orders, and/or billing status. Maintain declining balances for job recapping.
  • Contact vendors/reps regarding errors and initiate a resolution through inventory adjustments, credits, or vendor claimbacks. Initiate all freight claims for damages or shortages.
  • Respond to problems throughout the project as they are reported.
  • Thoroughly document all correspondence between vendor, customer, and Crescent throughout the project.
  • Close the job when all functions are complete and payments are received.
  • Collect and analyze quotations data to determine patterns of success or failure. Measure results and performance by product type, manufacturer, bid amounts, and customers.
  • Compose and type routine correspondence between vendor and customers.
QUALIFICATIONS:
  • Bachelor's degree from four-year college or university; and two to three years related experience and/or training; or equivalent combination of education and experience.
  • Previous supervisory experience is preferred.
  • Previous experience working with customers (preferably contractors/vendors) and experience working on Eclipse systems and processing orders are helpful.
  • Individual must possess organizational skills, communication skills, product knowledge and application, and understanding of the distribution process. In addition, this individual must be detail oriented, computer literate with keyboarding skills, and have the ability to use phone, fax, and email.
#LI-CECE

Total Rewards and Benefits

Crescent Electric's compensation package includes an array of top-tier benefit options, including:
  • Eligibility for health, and dental, vision coverage, 401(k) plan, and flexible spending accounts, subject to plan terms.
  • Eligibility for company-paid benefits such as life insurance, short-term disability, long-term care, and Employee Assistance Program, subject to applicable waiting periods.
  • Excused Absence time off and Paid Time Off (PTO).
  • Company-paid holidays.
  • Other benefits for which you may be eligible includes supplemental life insurance, hospital indemnity, and accident and critical illness benefits with cancer coverage.
  • Eligibility: Employees are eligible for health, dental, vision, and life insurance benefits on the first of the month following 30 days of employment. Employees who are 21 years of age or older will be automatically enrolled in the company's 401(k) plan once they achieve 90 days of employment.


Family Owned. Culture of Quality. Opportunities to Advance.

Crescent is transforming and we are on a mission to power the communities we serve through teamwork and relentless customer focus. We have a vision of uncompromising teamwork committed to becoming the industry leader for our employees, suppliers, and shareholders. At Crescent, you will have the opportunity to develop professionally, grow personally and have the flexibility to balance your life's priorities. Let's serve together. Let's power our communities together. Let's become THE industry leaders...together.

Crescent Electric Supply is proudly an Equal Opportunity Employer. Crescent Electric Supply does not discriminate on the basis of age, color, race, national origin, gender, religion, marital status, disability, veteran, military status, sexual identity or expression, sexual orientation, or any other basis prohibited by local, state, or federal law. Veterans and military spouses are highly encouraged to apply. We recognize and value the unique strengths of the military community in supporting our mission to serve those who have served. Candidates are subject to pre-employment assessments, Motor Vehicle Record review, criminal background checks, references check, and a post-offer drug screen.

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