Project Coordinator
Key Skills for This Role
Full Job Posting
Duties and Responsibilities
- Collaborate with H&H sales team to understand customer requirements, promote the sale of company products, and to provide sales support.
- Confer with customers and sales engineers to assess HVAC equipment needs and to determine system requirements.
- Complete take-offs, estimates, quote letters and submittal packages based on plans and specifications.
- Book projects, manage project documents, enter orders, work with credit department, and expedite orders when necessary.
- Process orders optimally (balance warehouse versus “made to order”)
- Review manufacturer acknowledgments to ensure correct equipment is listed, and the equipment is correctly priced according to customer order.
- Provide weekly shipping and status updates to customers with open orders.
- Maintain detailed revision control notes on all project selections, pricing, and proposals.
- Provide technical install support to installing contractors and end users.
- Coordinate responses to inquiries with factory application and technical support engineers.
- Respond to and track IOM and submittal requests.
- Work with sales team and customers to remedy equipment issues quickly and efficiently.
Position Requirements
- Associates or bachelor’s degree in Engineering, Accounting, Project Management or related field or equivalent experience
- Knowledge of commercial/industrial HVAC equipment and experience reading construction plans and engineering specifications is preferred, but not required.
- Knowledge of the content and structure of the English language including the meaning and spelling of words, rules of composition and grammar.
- Proficiency with Microsoft Windows OS, MS Word, MS Excel, and MS Outlook are required. A level of familiarity with Bluebeam Revu, AutoCAD, and Adobe Acrobat are preferred. Strong software skills are essential as all manufacturer’s selection software and pricing is software based.
- Required to complete work accurately and thoroughly.
- Ability to organize and verbally convey technical information effectively and clearly is essential.
- Must follow a systematic method of consistently organizing and presenting information to support the team goal.
- Must be detail oriented, results oriented and able to embrace and adapt to change, along with the ability to effectively multi-task in a deadline driven atmosphere.
- Must be self-motivated with the ability to take initiative with limited supervision.
- This job is highly technical and small details are often key to winning. Being a detailed individual is required.
- Ability to understand comments and questions during the sales process. Must give full attention to what internal team members and clients are saying, understand the points being made, and ask appropriate questions at appropriates times.
- Ability to effectively build strong relationships with customers and coworkers.
Physical Demands
Standing: Frequently
Walking: Frequently
Sitting: Frequently
Use of Hands/Fingers: Frequently
Bending: Frequently
Pushing/Pulling 12 lbs. or less: Frequently
Lifting/Carrying 10 lbs. or less: Frequently
Lifting/Carrying 11-20 lbs.: Occasionally
Reaching Outward: Frequently
Reaching Above Shoulder: Occasionally
Squatting/Kneeling: Occasionally
This job description is intended to provide information regarding the essential functions and basic duties of this position. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and duties that could be assigned. Additional functions and requirements may be assigned by management as it deems appropriate. This document does not constitute a contract and is subject to change at the discretion of Hoffman & Hoffman, Inc.
EEO Employer/Vets/Disabled
About Hoffman & Hoffman
Employee-owned HVAC equipment manufacturer's representative and service provider.
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