Project Success Coordinator

Northwest Playground•Issaquah, WA

1d•$24 - $26•Onsite

About The Position

As a Project Success Coordinator, your primary role will be to provide support and assistance to the assigned Parks Consultant for the designated territory, while hitting daily, weekly, monthly, quarterly, annually KPI's that have been designed to provide the best customer experience.

Requirements

High School Diploma or equivalent.
Ability to work with a sense of urgency in a dynamic, growing organization, with a willingness to learn and adapt to change.
Proficiency in MS Office software applications.
Excellent communication, interpersonal, and Customer service skills.
Willingness to partner and solve problems cross-departmentally.

Nice To Haves

Salesforce or related CRM experience a plus.

Responsibilities

Quoting: Creating quotes for customers using Salesforce. Ensure that all necessary information is provided by the Sales Representative, such as customer details, project information, contact information, wage rate requirements, surfacing requests, site furnishing requests, freight, and other relevant details.
Order Placement: Once a quote is approved by the customer, you will be responsible for converting it into a sales order. Ensure accurate information transfer from the quote sheet to the sales order sheet, and provide customer information, billing details, shipping details, and any additional notes required for logistics.
Contract Document Review: Project Success Coordinators are responsible for reviewing contract documents from customers and for NPEI Management to sign off on. They will be looking for the following that pertains to the project/order: Scope of Work Wage Requirements Completion Dates/Requirements Safety Plans Ensuring Lead Times Can be Met Penalty Clause (If listed) Resale Certificate/Exemption Redline sections that we are not agreeing to Ensure all sections of the contract are filled out
Bid Packaging: Assisting in the preparation of bids for various projects. This includes collecting bid documents, project names, locations, bid due dates, and specific contractors or all bidders.
Customer and Vendor Communication: Maintain effective communication with customers and vendors regarding quotes, orders, and any other related queries. Collaborate with vendors to obtain pricing for equipment and installation.
Phone Management and Customer/Sales Support: Be available for customers via telephone, web meetings, or other communication channels. Provide excellent customer support by promptly responding to inquiries, resolving issues, and providing product information.
Presentation Support: Occasionally, you may be required to put together packets and posters for presentations. Assist in the preparation of materials needed for sales and marketing events.
Parts: Work with customers and manufacturers to solve parts cases within 72 hours and submitting warranty claims or quoting new parts if out of warranty.
Assist Other Departments: Provide support to other departments when needed, such as Logistics and Accounting. Collaborate with different teams to ensure smooth and efficient operations.
Database Management: Utilize Salesforce as a database tool to organize and manage accounts, contacts, opportunities, and tasks. Keep records up-to-date and ensure the accuracy of information.
Document Management: Maintain both physical and digital project files, organizing all relevant materials, such as quotes, bids, tax rates, vendor quotes, freight details, and email chains.
Customer Support: Respond to customer inquiries and questions promptly. Be a helpful resource for customers, providing them with necessary information and support.
Relationship Building: Cultivate positive relationships with customers, vendors, and team members to ensure a collaborative and productive work environment.