Commercial Project Coordinator

Location: Rosemont, IL. (Culligan Corporate) Reports to: Customer Experience & Inside Sales Manager Position Overview Zip Water North America is seeking a Commercial Project Specialist to support our growing commercial strategy as we scale in the North American market. This role is a key operational and project support partner for our commercial sales team focused on lead management, CRM optimization, quoting support, and driving pipeline execution. Responsibilities Commercial Lead Management & Commercial Launch Support Own inbound commercial leads across platforms (AEC Daily, Construct Connect) Qualify leads, enrich project data, and assign opportunities to BDMs through Salesforce. Support field sales by maintaining clean, complete, and actionable records in CRM. Coordinate first-stage touchpoints (e.g., product documentation, CEU follow-ups, technical Q&A). Project Management & Commercial Execution Act as the internal project manager across all commercial opportunities Develop timely and accurate quotes in alignment with Zip pricing structure and project specs. Create professional proposal packages including branded collateral, spec sheets, and compliance documentation. Manage and update a centralized library of templates, submittals, and branded materials. Coordinate across sales, operations, and product teams to ensure project needs are supported. Quoting and Proposal Development Develop accurate, timely quotes aligned with pricing structure and project scope. Maintain and manage standardized templates and documentation. Maintain up-to-date and accurate tracking of all commercial opportunities within Salesforce. Manage CRM workflows and alerts to support active project progress. Generate reporting and opportunity summaries for leadership and sales teams. Act as an operational extension of the Business Development Managers. Support quoting, follow-ups, documentation, and technical requests. Track engagement across active opportunities and ensure timely follow through at each stage. Provide guidance and tools to support specification, procurement, and installation processes. Post-Quote Execution Transition projects from sales to execution following quote approval Coordinate logistics, delivery timelines, and installation readiness Partner with service teams to ensure successful implementation Customer Service Team Support Support customer service team with inbound sales calls as needed Growth Path & Future Scope As Zip Water NA’s commercial business expands, this role will evolve into a core function within a Customer Development team focused on. Scaling the commercial customer journey from prospecting through fulfillment Driving process consistency, CRM Workflows, and quote pipeline visibility Increasing sales efficiency and conversion rates through operational excellence Required Skills & Experience 3–5 years in project management, sales operations, or commercial support roles. Experience using lead platforms like Construct Connect, Dodge , or similar. CRM expertise, preferably Salesforce , including workflows and reporting. Strong quoting, proposal development, and documentation skills. High proficiency with Microsoft Office (Excel, Word, PowerPoint). Excellent organizational and communication abilities. Preferred Qualifications Experience in building products, commercial construction, or water technology industries. Familiarity with construction bidding, compliance documentation, and project lifecycle. Core Competencies Ownership mindset and process discipline Strong attention to detail Proactive, solution-oriented mindset. Ability to operate in a fast-paced, high-growth environment. Collaborative and communicative across all business functions and levels. About Zip Water North America Zip Water is a global leader in advanced drinking water systems, delivering instant boiling, chilled, and sparkling water through our award-winning Multi-Function Tap (MFT) technology. As part of the Culligan family of brands, we’re rapidly expanding across North America with a mission to redefine hydration in commercial and residential spaces. Learn more at us.zipwater.com We offer competitive compensation including base plus bonus & benefits including: Medical, Dental, Vision, Life Insurance, Disability, 401(k), Parental Leave, PTO, Additional voluntary benefits. #J-18808-Ljbffr