CRI-posted 2 days ago
Full-time • Mid Level
Hybrid • San Francisco, CA
51-100 employees

About CRI: Over the past 30+ years, CRI has partnered with countless companies to create workplaces that become ecosystems for imagination, inspiration, and ideas. In the landscape of ever-changing office design, we strive to create resilient workplaces that become launch pads for teams to feel excited, motivated and encouraged to do their best work. Our expertise is built upon a solid foundation of workplace strategy and furniture design, project management, and client advocacy. We are passionate about our values and strive to be an example of excellence in all that we do. Your Role: The Project Coordinator is responsible for the entire sales order fulfillment process, including management of customer orders from order entry through punch list resolution, providing support to sales staff and project managers, accurate and timely service to customers. Coordinates order entry, order management, manufacturers interface and close out of orders. This role is eligible for our Flexible Workplace policy, where there is an expectation to work from our San Francisco office minimum of 1 day a week after successful completion of the Introductory Performance Period.

  • Customer Service
  • Understands project scope and order requirements
  • Communicates with internal project team and/or customers regarding order status, punch list resolution and the scheduling of orders for delivery/installation
  • Provides clarifications and answers for customer’s questions regarding order issues
  • Order Preparation
  • Processes orders and change orders in compliance with established operating procedures
  • Order Management
  • Diligently checks all acknowledgments against order to ensure order accuracy document any price discrepancies, coordinating with Estimating for resolution
  • Creates status reports and keeps them current
  • Proactively tracks all orders to ensure timely manufacturing and receipt of product
  • Works with micro-schedule, if applicable
  • Coordinates all delivery and installation logistics, including scheduling with customers, coordinating with Project Managers and the warehouse, and ensuring labor partners receive complete and accurate information on time
  • Invoices customer for product delivered and work performed
  • Manages punch list/warranty resolution
  • File Control
  • Maintains order files, ensuring file is complete and up-to-date
  • Closes out files in a timely manner
  • Operations
  • Provides accurate billing forecasting to the Chief Financial Officer and ensure all orders are marked for invoicing in a timely manner
  • Owns all post-order vendor communication, ensuring timely order processing, accurate information sharing, and seamless coordination between vendors and Project Managers
  • Attends team meetings as necessary; and
  • Performs other duties as assigned.
  • Bachelor’s degree preferred with a minimum of 2 years of customer service or project management experience.
  • Detailed, organized, flexible and service oriented with the ability to multi-task, problem solve and prioritize effectively.
  • Must demonstrate excellent interpersonal skills to foster positive working relationships.
  • Strong time management and resource management skills.
  • Demonstrate professionalism, integrity, and sound judgment in the performance of business transactions, and provide the highest level of customer satisfaction possible
  • Working knowledge of PC and Microsoft Office software, with experience in Word and Excel are required.
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