C & I Sales Coordinator

Specific Job Function

• Customer Setup & Coordination
  • Set up new commercial customers in the system, ensuring all required information is accurately captured.
  • Work closely with sales, operations, and finance teams to facilitate a smooth onboarding process for commercial accounts.
• Installation Coordination
  • Schedule and coordinate installations and service for new commercial projects, ensuring alignment with internal teams and external vendors.
  • Communicate installation timelines and requirements with customers and field service teams.
  • Monitor installation progress and address any issues or delays as they arise.
• Equipment Ordering & Logistics
  • Relay Job Package and equipment details to be ordered by branch for commercial projects based on project specifications and requirements.
  • Track equipment shipments, confirm deliveries, and coordinate with service teams to ensure availability for installations.
• Billing & Progress Payments
  • Set up Progressive Payments for individual projects. Generate and process invoices for commercial projects, ensuring accuracy and compliance with contractual agreements.
  • Manage progress billing for large-scale commercial installations, tracking payment milestones and issuing invoices accordingly.
  • Coordinate with customers and internal teams to resolve billing discrepancies and ensure timely payments.
  • Maintain accurate records of all billing transactions and customer accounts.

• Resourcefulness
• Customer Focus
• Team Player
• Passion
• Integrity
• Organizational/Planning
• Communication
• Analytical
• Judgment/Decision Making

• Education & Experience
  • High school diploma required. Associate’s or Bachelor’s degree in Business, Finance, Accounting, or a related field preferred.
  • 2+ years of experience in commercial billing, customer account management, or a related role.
  • Experience in project coordination or commercial installations is a plus.
• Technical & Functional Skills
  • Proficiency in billing systems, ERP software (e.g., IFS, SAP, or similar), and Microsoft Office Suite.
  • Strong organizational and problem-solving skills with the ability to manage multiple projects simultaneously.
  • Knowledge of progress billing and commercial project invoicing processes.
  • Familiarity with commercial service agreements, equipment procurement, and job costing is preferred.
• Soft Skills
  • Excellent communication and interpersonal skills for coordinating with internal teams and external customers.
  • Strong attention to detail and accuracy in billing and data management.

No.

High School or better.

Equal Opportunity

Employer:

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