PROJECT PLANNER I

Patterson Pope Inc • Charlotte, NC

21h • Onsite

About The Position

The Project Planner is responsible for the end-to-end execution of project planning deliverables, including design, application support, quality control, and order preparation across all represented product lines. This role performs the hands-on technical and production work required to move opportunities from pre-quote through order readiness.

Requirements

• Bachelor’s degree or equivalent experience in design, engineering, or space planning
• Strong experience with CET Designer, AutoCAD, Revit, and related software
• High attention to detail and ability to manage multiple projects simultaneously
• Strong math skills (geometry, measurements, pricing calculations)
• Experience in a sales-driven, project-based environment
• Proficiency in Excel and CRM systems
• Ability to work independently and meet deadlines
• Must have strong attention to detail.
• Must have the ability to manage a large workload on a consistent basis.
• Must have the ability to work well with others.
• Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.
• Ability to write routine reports and correspondence.
• Ability to speak effectively before groups of customers or employees of organization.
• Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry.
• Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
• Ability to define problems, collect data, establish facts, and draw valid conclusions.
• Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

Nice To Haves

• Microsoft Excel and Adobe Product Suite experience a plus.
• Experience with SalesForce software a plus.

Responsibilities

• Produce drawings, layouts, renderings, and plans using CET Designer, AutoCAD, Revit, SketchUp, and other required tools
• Design solutions for office, warehouse, healthcare, military, and workplace environments
• Evaluate space constraints, user experience, product capability, and constructability
• Read and interpret architectural drawings, blueprints, and specifications
• Revise drawings and designs based on customer, sales, vendor, or internal feedback
• Support complex system upgrades, relocations, and reconfigurations
• Serve as subject-matter expert on product applications, configurations, and limitations
• Assist Sales during pre-planning and pre-quote stages to reduce revisions and delays
• Provide guidance on product selection, logistics, installation considerations, and sequencing
• Act as liaison with external vendors to obtain technical data and application clarification
• Support specialty product lines including mobile shelving, modular millwork, lockers, interior systems, and storage solutions
• Confer with Sales to gather requirements, clarify scope, and support project strategy
• Attend project meetings to gain deeper understanding of customer needs
• Communicate proactively regarding missing information, risks, or constraints
• Coordinate with pricing, operations, and installation teams as required

Benefits

• Medical Insurance
• Dental Insurance
• Vision Insurance
• Company-paid Life and Accidental Death & Dismemberment Insurance
• Option to buy Additional Life Insurance coverage for yourself and your dependents
• Short Term Disability Insurance
• Long Term Disability Insurance
• Flexible Spending Accounts (FSA)
• Employee Assistance Program (EAP)
• 401k
• Paid Time Off
• Paid holidays
• ESOP

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level