C & I Sales Coordinator

Job Title

Customer Setup & Coordination

Job Description

Specific Job Function: Customer Setup & Coordination: Set up new commercial customers in the system, ensuring all required information is accurately captured. Work closely with sales, operations, and finance teams to facilitate a smooth onboarding process for commercial accounts. Installation Coordination: Schedule and coordinate installations and Service for new commercial projects, ensuring alignment with internal teams and external vendors. Communicate installation timelines and requirements with customers and field service teams. Monitor installation progress and address any issues or delays as they arise. Equipment Ordering & Logistics: Relay Job Package and equipment details to be ordered by branch for commercial projects based on project specifications and requirements. Track equipment shipments, confirm deliveries, and coordinate with service teams to ensure availability for installations. Billing & Progress Payments: Set up Progressive Payments individual projects. Generate and process invoices for commercial projects, ensuring accuracy and compliance with contractual agreements. Manage progress billing for large-scale commercial installations, tracking payment milestones and issuing invoices accordingly. Coordinate with customers and internal teams to resolve billing discrepancies and ensure timely payments. Maintain accurate records of all billing transactions and customer accounts.

Competencies

To perform the job successfully, an individual should demonstrate the following competencies in this position: Resourcefulness, Customer Focus, Team Player, Passion, Integrity, Organizational/Planning, Communication, Analytical Judgment/Decision Making.

Qualifications

Education & Experience: High school diploma required. Associate's or Bachelor's degree in Business, Finance, Accounting, or a related field preferred. 2+ years of experience in commercial billing, customer account management, or a related role. Experience in project coordination or commercial installations is a plus. Technical & Functional Skills: Proficiency in billing systems, ERP software (e.g., IFS, SAP, or similar), and Microsoft Office Suite. Strong organizational and problem-solving skills with the ability to manage multiple projects simultaneously. Knowledge of progress billing and commercial project invoicing processes. Familiarity with commercial service agreements, equipment procurement, and job costing is preferred. Soft Skills: Excellent communication and interpersonal skills for coordinating with internal teams and external customers. Strong attention to detail and accuracy in billing and data management.

Travel Required

No.