Procore Project Intake Specialist

E2 Optics•Denver, CO

2d•Hybrid

About The Position

E2 Optics is seeking a Procore Project Intake Specialist to join their team. This role is crucial for managing the project onboarding process, ensuring seamless integration between sales and operations. The specialist will work with cutting-edge systems in advanced environments and contribute to the company's growth as a leading technology integrator. E2 Optics emphasizes safety, collaboration, and professional development, offering opportunities to work on significant projects and advance one's career.

Requirements

High school diploma or GED required.
Basic data entry or database management experience required.
Exceptional Data Precision: Absolute accuracy in transferring data, mapping cost codes, and validating multi-line item budgets.
Process & Velocity Mindset: Ability to rigidly follow sequential workflows while maintaining data integrity.
Communication & Collaboration: Professional diplomacy when pushing back on incomplete project information from Sales or Project leadership.
Exceptional Attention to Detail: Ability to identify inconsistencies, verify accuracy, and maintain high-quality work across detailed project documentation and system records.

Nice To Haves

Degree or coursework in Construction Management, Business Administration, or related field (or equivalent experience).
Procore Certification(s) (e.g., Procore Certified: Associate, Core Tools) is preferred but can be completed upon hire.
1+ years of experience utilizing Procore in an operational capacity is preferred but not required.
Experience with construction estimating, costing, budgeting, or related project financial workflows is preferred.
Background in business technology, software support, database management, or general platform administration.

Responsibilities

Orchestrate the intake/onboarding sequence immediately upon receiving Award Notices.
Track and monitor pending project leadership assignments and executive reviews before initiating final setups.
Audit won estimates for completeness, validating that project information, scope, and parameters match contractual agreements.
Compile and generate the formal Project Setup Form utilizing validated estimate metrics and project data.
Push approved project estimates directly into Procore to establish the baseline project budget.
Validate and audit cost codes across platforms to guarantee flawless synchronization between accounting structure and field tracking.
Submit validated Project Setup Forms to the dedicated corporate Job Setup Team for prompt execution into the NetSuite billing system.
Lock in budgets and cost codes across Procore and NetSuite to prevent downstream billing discrepancies.
Maintain operational continuity by cross-training on Tier-1 Procore Support Specialist functions, including routine user provisioning, basic troubleshooting, and tool access, to provide seamless team coverage and support during absences or high-volume periods.
Provide temporary coverage for Procore platform administration during teammate absences to eliminate operational bottlenecks.
Collaborate actively with Account Executives, Project Teams, and the central Job Setup Team to expedite the transition timeline from sales to operations.