Plan review Specialist

California Closets•Brentwood, NY

About The Position

The Plan Review Specialist is positioned to help deliver the last impression of the company to the customers. The Plan Review Specialist plays a key role in how the clients view the delivery of quality products, innovative solutions, and white-glove service. This role is a liaison between Design & Manufacturing, ensuring seamless delivery of accurate CAD files to Production. This role also links to Purchasing, delivering accurate information for Purchasing to successfully fulfill all Special Orders.

Requirements

High school education or equivalent is required
A minimum of 2 years related experience in a similar role and/or industry required
Customer-centric approach (Designer, Installation, Shop, Purchasing & End Customer)
Demonstrates a sense of urgency
Excellent written, verbal and electronic communication skills
Self-motivated and able to work independently to drive agreed-upon company/departmental objectives
Intermediate Math skills including understanding of the Metric System.
Ability to use MS Office programs including Word, Excel, Outlook, California Closets CRM (CC Dashboard), and CAD software (3D Cadsoft)
Professional conflict resolution and problem-solving abilities
Ability to read and create CAD files and Shop/Installation paperwork
Ability to work in front of a computer for long periods of time
To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential job functions

Responsibilities

Responsible for ensuring that all purchasing deadlines are met, efficient process flows are maintained, and the customer experience is flawless.
Ensure all submissions are accurate to the needs of the Customer, Designer, Standard Product Guide, and Standard Production practices.
Meet with Design Consultants on an as-needed basis to perform Complexity Reviews of sold jobs to ensure the accuracy of details of the job are correct and ready for submission to the Manufacturing Centers and Purchasing.
Provide consultation and submission for all other order types based on the business need.
Produce output files of the final CAD design for Shop & Installation as determined by business need.
Produce clarity for Installation in final job plans
Update CRM (Dashboard) with current Job Status and Notes for visibility to the business.
Participate in business management meetings and provide consultation & support to other departments as needed.