C & I Sales Coordinator

Culligan 48MN•Idaho Falls, ID

5h•$20 - $26

About The Position

The C & I Sales Coordinator will be responsible for setting up new commercial customers, coordinating installations and service for new commercial projects, ordering and tracking equipment, and managing billing and progress payments. This role requires close collaboration with sales, operations, and finance teams to ensure a smooth onboarding and project execution process for commercial accounts. The coordinator will communicate timelines, manage progress, resolve discrepancies, and maintain accurate records.

Requirements

High school diploma required.
2+ years of experience in commercial billing, customer account management, or a related role.
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.
Excellent communication and interpersonal skills for coordinating with internal teams and external customers.
Strong attention to detail and accuracy in billing and data management.

Nice To Haves

Associate’s or Bachelor’s degree in Business, Finance, Accounting, or a related field preferred.
Experience in project coordination or commercial installations is a plus.
Familiarity with commercial service agreements, equipment procurement, and job costing is preferred.

Responsibilities

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.
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.
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.
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.