Opportunity Coordinator - Labs and Testing
Key Skills for This Role
Full Job Posting
What You'll Do
Maintain a tracking sheet of Lab and Testing Department contracts to ensure the correct customer profile (i.e., account ID) is used in Salesforce.
Manage opportunities in Salesforce from initiation to set-up in Team Center, ensuring each stage is approved in a timely manner: Identify the correct customer legal entity and applicable contracting requirements (Short Form Agreement, Tier II, Framework Agreement/Master Service Agreement) Set-up and complete the Opportunity Risk Assessment. Build a quote based on the proposal cost details (i.e., procalc), as depicted by the Project Manager (PM). Ensure the project team is added to Salesforce and the PM is moved to the lead role in Salesforce once the opportunity is moved to Team Center. Review customer PO to ensure all necessary proposal and contractual requirements are accurate. Lead the communication to the customer for any POs requiring changes or updates to achieve agreement between the PO and Opportunity information. Upload signed/authorized PO to Salesforce once review/update process is complete and change the opportunity to “closed/won” and push to Team Center.
Identify the correct customer legal entity and applicable contracting requirements (Short Form Agreement, Tier II, Framework Agreement/Master Service Agreement)
Set-up and complete the Opportunity Risk Assessment.
Build a quote based on the proposal cost details (i.e., procalc), as depicted by the Project Manager (PM).
Ensure the project team is added to Salesforce and the PM is moved to the lead role in Salesforce once the opportunity is moved to Team Center.
Review customer PO to ensure all necessary proposal and contractual requirements are accurate.
Lead the communication to the customer for any POs requiring changes or updates to achieve agreement between the PO and Opportunity information.
Upload signed/authorized PO to Salesforce once review/update process is complete and change the opportunity to “closed/won” and push to Team Center.
Coordinate with regional Proposal and Opportunity development teams to align best practices, processes, and templates.
Support Opportunity/Proposal Owner with proposal development activities.
Assist PMs with troubleshooting throughout the opportunity process in Salesforce.
Run or facilitate credit checks on clients and troubleshoot where routine clients are showing bad ratings.
Incorporate use of CoPilot for efficiency improvement
Keep Microsoft Outlook and Teams open, promptly acknowledge requests, and provide estimated completion times.
Other administrative tasks, as requested, to improve Department efficiencies and provide PM support.
Responsibilities
- Generous paid time off (vacation, sick days, company holidays, personal days)
- Multiple Medical and Dental benefit plans to choose from, Vision benefits
- Spending accounts – FSA, Dependent Care, Commuter Benefits, company-seeded HSA
- Employer-paid, therapist-led, virtual care services through Talkspace
- 401(k) with company match
- Company provided life insurance, short-term, and long-term disability benefits
- Education reimbursement program
- Flexible work schedule with hybrid opportunities
- Charitable Matched Giving and Volunteer Rewards through our Impact Program
- Volunteer time off (VTO) paid by the company
- Career advancement opportunities
**Benefits vary based on position, tenure, location, and employee election**
- DNV is a proud equal-opportunity employer committed to building an inclusive and diverse workforce. All employment is decided on the basis of qualifications, merit, or business need, without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. DNV is committed to ensuring equal employment opportunity, including providing reasonable accommodations to individuals with disabilities. US applicants with a physical or mental disability who require reasonable accommodation for any part of the application or hiring process may contact the North America Recruitment Department (hrrecruitment.northamerica@dnv.com). Information received relating to accommodation will be addressed confidentially. For more information https://www.eeoc.gov/know-your-rights-workplace-discrimination-illegal
What is Required
High School Diploma
Five (5) years of relevant experience
Experience using Salesforce
Proficiency with MS Office (Word, PowerPoint, Excel, Teams, and SharePoint)
Ability to thrive in a fast-paced, high-performance, collaborative environment as a team player and take ownership in solving problems and/or finding solutions
Thorough commitment to operational excellence and internal and external customer service
Strong written and verbal English communication skills
We conduct pre-employment drug and background screening
What is Preferred
Bachelor’s Degree from a four-year college or university
Experience using AI to improve workflows and efficiency in daily tasks
About DNV
Global independent expert in assurance and risk management.
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