Project Management Specialist
1 week ago
Overview:
Project Management Specialist - Sales
Reports to:
Account Manager or Account Executive
FLSA Status:
Non-Exempt
The Company
Texas AirSystems stands as the premier independent HVAC Equipment and Solutions provider in Texas.
With a robust presence across five offices and a workforce exceeding 300 employees, our headquarters is strategically located near a major airport.
We take pride in our affiliations with industry organizations such as ASA, ASHRAE, BOMA, CEF, TEXO & USGBC.Representing over 30 manufacturers, we offer cutting-edge systems tailored to meet diverse applications.
Our collaboration spans from the conceptual phase of projects to delivering energy-efficient, value-added solutions to complex challenges.Our Mission:
Our goal is straightforward: to create value and make a meaningful impact daily as we strive to be the leading HVAC sales and service organization in North America.
We believe our success hinges on being the BEST provider for our clients, the BEST partner for manufacturers, the BEST employer for our staff, and the BEST investment for our current and future shareholders.
The Opportunity
We are in search of a proactive, service-oriented individual who excels in a dynamic, relationship-focused environment.
In this position, the Project Management Specialist will assist a sales team, oversee and monitor projects from inception to completion, and deliver exceptional customer service to team members, clients, and manufacturers regarding project specifics.
Key Responsibilities:
1. Monitor shipping schedules and deliveries; keep clients informed on progress.
2. Maintain CRM database with bid and project details.
3. Collaborate consistently with Parts, Service, and Accounting (invoicing coordination); generate regular reports.
4. Conduct sales forecasting; support management decisions.
5. Communicate efficiently with team members, clients, and manufacturers regarding project details.
Warranty Management:
1. Order service components.
2. Pursue reimbursements.
3. Confirm order acknowledgments.
4. Track shipments from manufacturers.
5. Manage the receipt and distribution of all project closeout materials to clients, including:
- Installation operation and maintenance manuals (IOMs)
- Warranty documentation
- Spare parts
- Startup reports
6. Assist with the distribution and receipt of submittals.
7. Generate, interpret, and print reports and other necessary materials.
8. Provide clerical support to the sales team, including faxing, copying, and data entry.
Qualifications:
Skills and Abilities:
1. Strategic Skills:
Ability to acquire new knowledge and skills. Comfortable with complex concepts and adaptable to change, demonstrating problem-solving abilities in uncertain situations.
2. Operational Skills:
Ability to prioritize tasks effectively and organize assignments to achieve timely results. Skilled in streamlining processes to enhance workflow.
3. Behavioral Skills:
Capable of managing conflicts and seizing opportunities with determination to achieve objectives.
4. Personal and Interpersonal Skills:
Proficient in building and nurturing relationships with clients through effective communication. Committed to understanding the needs of clients, manufacturers, and colleagues, demonstrating patience and active listening.
Environmental and Physical Requirements:
1. This role will involve working in an office setting and frequently in the field.
2. Physical demands include regular use of hands for operating a computer and phone, standing, walking, and sitting. Occasional climbing, balancing, stooping, kneeling, or crawling may be required. Ability to lift and/or move up to 25 pounds is necessary.
Note:
This job description is not exhaustive. Employees may be assigned additional related duties as needed to support the organization’s ongoing requirements.
Texas AirSystems is an Equal Opportunity Employer.
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