Opportunity Coordinator - Labs and Testing

DNV Energy Systems Lab and Testing Administrative Support Department is seeking an Opportunity Coordinator
. The Opportunity Coordinator will support the Lab and Testing Department. This position leads the process to ensure Opportunities are initiated in Salesforce and set up in Team Center in a timely and efficient manner.

This position is located in our Dublin, Ohio office. Further details regarding role-specific requirements will be shared during the interview process.

• Maintain a tracking sheet of Lab and Testing Department contracts to ensure the correct customer profile (i.e., account ) is used in Salesforce.
• Manage opportunities in Salesforce from initiation to set-up in Team Center, ensuring each stage is approved in a timely manner:
  • Identify the correct customer legal entity and applicable contracting requirements (Short Form Agreement, Tier II, Framework Agreement/Master Service Agreement)
  • Set-up and complete the Opportunity Risk Assessment.
  • Build a quote based on the proposal cost details (i.e., procalc), as depicted by the Project Manager (PM).
  • Ensure the project team is added to Salesforce and the PM is moved to the lead role in Salesforce once the opportunity is moved to Team Center.
  • Review customer PO to ensure all necessary proposal and contractual requirements are accurate.
  • Lead the communication to the customer for any POs requiring changes or updates to achieve agreement between the PO and Opportunity information.
  • Upload signed/authorized PO to Salesforce once review/update process is complete and change the opportunity to “closed/won” and push to Team Center.
• Coordinate with regional Proposal and Opportunity development teams to align best practices, processes, and templates.
• Support Opportunity/Proposal Owner with proposal development activities.
• Assist PMs with troubleshooting throughout the opportunity process in Salesforce.
• Run or facilitate credit checks on clients and troubleshoot where routine clients are showing bad ratings.
• Incorporate use of CoPilot for efficiency improvement
• Keep Microsoft Outlook and Teams open, promptly acknowledge requests, and provide estimated completion times.
• Other administrative tasks, as requested, to improve Department efficiencies and provide PM support.