C & I Sales Coordinator

Job Description

Job Description

Benefits:

• 401(k)
• 401(k) matching
• Bonus based on performance
• Competitive salary
• Dental insurance
• Health insurance
• Paid time off
• Training & development
• Vision insurance

We Offer 

• Medical insurance 
• Dental Insurance 
• Vision insurance 
• 401K retirement with company match 
• Vacation, paid time off 
• Bonuses offered
• Company-provided workwear, cell phone, tablet 
• Company-paid sales training 
• Additional Culligan Corporate Subject Matter Expert training offered 
• Employee discounts for Culligan in-home products 
• Additional perks are also available 

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.

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.

About Culligan 
As the world’s leading water experts, we are dedicated to delivering high-quality water solutions to residential, commercial, and industrial customers. Headquartered in Rosemont, Illinois, Culligan International offers technologically advanced, state-of-the-art water filtration products, including water softeners, water filtration systems, industrial water treatment solutions, drinking water systems, and whole-house filtration systems.