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Equipment Coordination Specialist

2 months ago

Omaha, Nebraska, United States Patterson Full time

Patterson is not just a workplace; it is a partner dedicated to your success.

Our company is distinguished by the talented individuals who embrace a culture focused on people, continuous advancement, and results. We foster professional growth in a motivating environment and value the diverse talents and experiences our employees contribute, believing they create a stronger and more successful organization.

Position Overview

The Equipment Coordination Specialist is accountable for overseeing project planning and management for all equipment orders, which includes payment collection and installation from inception to completion. This role involves collaboration and support with the Sales and Service departments. We seek a team-oriented individual committed to the equipment life-cycle.

This position will alternate between roles in Procurement and Dispatch at the branch, as well as serve as a flexible team member to assist in various areas as needed. A willingness to learn and adaptability are crucial for this role.

Key Responsibilities

To excel in this position, an employee must effectively perform each key responsibility, with or without reasonable accommodation. To request accommodations, please notify Human Resources or the supervising manager.

Project Management:

  • Oversee the equipment life-cycle: sales quotations, orders, receiving, invoicing, returns, job site evaluations, resource planning, staging, inspections, and inventory management.
  • Monitor Gross Margin for all equipment sales.
  • Collaborate closely with TechEdge Service Coordinators for resource and project planning.
  • Coordinate equipment installation with the Service Department, Equipment Specialist, Territory Salesperson, and the Customer.
  • Verify orders upon receipt from manufacturers and prepare equipment for customer delivery and installation, ensuring proper tagging for inventory levels.

Procurement Administration:

  • Manage procurement of all equipment orders from internal and external customers while maintaining optimal inventory levels and determining ideal sourcing and timing for purchases.
  • Handle invoices, prepare purchase orders, maintain equipment files, process credits and returns, create financial documents, and file UCCs for certain equipment.
  • Oversee warehouse management, including preparation, counting, maintenance, and reconciliation of inventory using necessary systems and tools.
  • Account for returns as branch inventory or vendor returns.
  • Collaborate with external lenders to confirm finance approvals and payment collections.
  • Work with vendors to investigate any pricing discrepancies between purchase orders and vendor invoices.

Customer Service:

  • Exhibit a commitment to Patterson's values and professionalism through appropriate conduct at all times.
  • Communicate professionally with customers and vendors; follow up as necessary.
QualificationsRequired Qualifications
  • Associate's degree or higher with a focus on general business or accounting preferred, or at least 2 years of relevant experience.
  • Proven soft skills including organization, attention to detail, analytical thinking, problem-solving, and collaboration.
  • Demonstrated ability to prioritize tasks and manage time effectively.
  • Established decision-making capabilities and sound judgment.
  • Strong interpersonal and communication skills, both written and verbal.
  • Ability to positively contribute to the Branch team environment by taking initiative to learn and enhance skill sets.
  • Proficient use of technology.
Preferred Qualifications
  • At least 1 year of prior experience in the dental industry.
  • Experience in project management and/or accounting.
  • Familiarity with technology, including Microsoft 365 and SAP CRM and ECC platforms.
  • Demonstrated enthusiasm for learning and commitment to continuous improvement.
Working ConditionsPhysical Demands
  • Operating a computer or other office devices for the majority of the workday.
  • Occasionally moving packages up to 10 pounds, such as office supplies or equipment.
  • Communicating with others in person, over the phone, and in writing.
  • Understanding and effectively exchanging accurate information with coworkers, customers, and vendors.
  • Reading and interpreting various electronic and written documents.
Environmental Factors

This position is situated in an office environment where team members occupy designated desks or collaborate in meeting spaces. The primary work areas consist of desks, chairs, computers, and other office equipment.

Benefits:

We offer competitive benefits, unique incentive programs, and rewards for eligible employees:

  • Comprehensive Medical, Dental, and Vision benefits along with an integrated Wellness Program.
  • 401(k) Match Retirement Savings Plan.
  • Employee Stock Purchase Plan (ESPP).
  • Paid Time Off (PTO).
  • Holiday Pay & Floating Holidays.
  • Volunteer Time Off (VTO).
  • Educational Assistance Program (Tuition Reimbursement).
  • Fully Paid Parental and Adoption Leave.
  • LifeWorks (Employee Assistance Program).
  • Patterson Perks Program.
EEO Statement

Patterson is a people-first company that promotes a culture celebrating diversity and inclusivity. We believe that the unique experiences and differences of our employees strengthen us and drive our success. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status.

We are Patterson. We welcome you.