Project Planner I

SUMMARY

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.

• Produce drawings, layouts, renderings, and plans using CET Designer, AutoCAD, Revit, Sketch Up, 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

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

Bachelor’s degree or equivalent from two-year college or technical school; or six months to one-year related experience and/or training; or equivalent combination of education and experience.

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.

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable…