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Project Coordinator, Sales Operations Specialist
2 months ago
Job Summary:
The Project Coordinator will work closely with customers, vendors, contractors, and sales teams to create business transactions for Generac Generator Sales. This role requires strong organizational skills, attention to detail, and effective communication to manage multiple responsibilities and projects.
Key Responsibilities:
- Coordinate Generator equipment sale projects, focusing on the manufacturer (Generac).
- Maintain and monitor project plans, schedules, work hours, budgets, and expenses.
- Coordinate deliveries between Generac, shipping companies, riggers, and customer sites.
- Track and trace equipment, ensuring proper and timely delivery, and communicate critical dates to stakeholders.
- Visit project sites as needed to confirm delivery and equipment condition.
- Communicate frequently with electrical, mechanical, and general contractors, Generac, and vendors to ensure jobs are completed on time.
- Gather stored material documents, including photos, certificates of insurance, and bills of sale.
- Assist in obtaining and compiling Operation & Maintenance documentation for customers.
- Maintain a general technical and application knowledge of Generac's Generators and ancillary parts/equipment.
- Manage and maintain DVL's Generac in-house inventory.
- Manage incoming and outgoing Generator and ancillary part/equipment orders to and from DVL Warehouses.
- Assist sales electronically with maintaining company orders in CRM (HubSpot and GenConnect).
- Verify and obtain Sales Manager approval for each GenConnect order configuration to minimize errors.
- Review and approve crane/rigging and freight invoices for processing.
- Attention to detail and knowledge of individual customer accounts, goals, site conditions, and project statuses.
- Work with Sales and Service Coordinators on combined projects.
Requirements:
- High School Diploma required, some college preferred.
- Recent relevant equipment sales project management experience required; industrial product experience preferred.
- Three years of relevant customer service experience.
- Experience or exposure to reviewing and approving invoices from vendors.
- Experience working in a fast-paced demanding environment with multiple deadlines.
- Strong organizational skills and ability to stay organized with complex projects.
- Proficient with Microsoft Office Suite – Excel, Word, Outlook, and HubSpot (or similar).
- Valid driver's license to travel to customer sites.
Competencies:
- Customer Service
- Communication
- Project Management
- Logistics
- Vendor Management
- Organizational Skills
What We Offer:
DVL Group, Inc. offers a highly competitive compensation and benefits package, including:
- Employee Stock Ownership Plan (ESOP)
- 401(k) Retirement Program and Company Match
- Medical & Prescription Drug
- Dental
- Voluntary Vision
- 15 Paid Time Off days, Volunteer Paid Time Off, and 10 Holidays per calendar year
- FREE Short & Long-Term Disability
- FREE Basic Life/AD&D
- Voluntary Supplemental Life insurance
- Flexible Spending Accounts (Health Care and Dependent Care)
- Employee Assistance Program
- Health Advocate
- Tuition Reimbursement
Our Core Values:
DVL Group, Inc. is committed to:
- Safety: The safety of our associates, customers, and partners is a top priority.
- Caring: We care about the success of our customers, partners, associates, and company.
- Collaboration: We work together to achieve the best outcome.
- Creativity: We strive to improve the way we do things.
- Integrity: We do the right thing.
- Professionalism: We maintain a professional behavior.