Project Manager, Business Development, Client Relationship Manager

Job Details

Job Location:

University Loft Company IN - Indianapolis, IN 46229

General

Summary:

Assist sales department in processing project from quote to completion.

• Answer and direct all inbound calls
• Assist Customer Service Manager in training and mentoring of Project Coordinators
• Back up to the Customer Service Manager when out of the office
• Provide Territory Managers and customers with bids, quotes/acknowledgments, as needed utilizing M2M software
• Prepare freight quotes as per the company’s standard operating procedure and include on quotes and acknowledgements
• Submit request for install to the Installation to obtain on projects and include on quotes and acknowledgements
• Plan project delivery based on analysis of individual customer/project needs
• Coordinate with Product Development regarding new items and specifications
• Ensure the order/releases are updated and accurate as internal/external changes occur
• Process order after receipt of signed acknowledgment or purchase order
• Schedule customer contact with updates for delivery and payment terms
• Input details and confirm freight requirements for shipping schedule
• Coordinate with Purchasing Department regarding purchasing of specialized items
• Coordinate with warehouse regarding production schedules/inventory levels
• Direct on make vs. buy in certain cases
• Communicate changes to orders as needed
• Maintain continuous contact with customer on production, delivery, and payment
• Process replacement orders and coordinate repairs with install department/customer
• Know and understand state contracts where applicable
• Create Excel charts/cost grids as needed for projects
• Ensure correct information is relayed to management in regards to discounts
• Liaison between customers, freight, installers, and sales department
• Mail out literature and related sales tools to aid sales team
• Perform other related duties as assigned

• Knowledge of various departments and their relationship to others
• Knowledge of product and inventory
• Knowledge of MS Word and Excel
• Knowledge of internet/e‑mail
• Knowledge of state bid contracts
• Knowledge of sales procedures
• Detail oriented
• Effective completion of tasks under deadlines
• Self‑starter
• Organized
• Professional appearance and superb phone etiquette
• Maxload
• Salesforce
• M2M

Bachelor’s degree and/or equivalent experience. Must have experience that correlates with above stated knowledge, skills, and abilities.

Those required for carrying out specific job functions listed above. Some travel may be required.

EOE/M/F/Vets/Disabled

The statements herein are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.