Project Coordinator

Overview

The Project Coordinator of Cost Segregation works closely with Management, Engineers, Sales Team, and Clients to ensure that accurate information is documented, tracked, and recorded, and to assist the heads of operations to ensure projects are processed in a timely manner. The main goal for this position is to process each phase of each project and develop an exceptional rapport with all parties involved for each account and assist the Senior Lead Engineers.

• Review and discuss Project Status with Client Success Manager, Director of Operation, Team Lead and QC team
• Arrange and participate in meetings, conference calls regarding project scope, status updates and scheduling
• Assist with all relevant project data tracking in Zoho Project Management and Client Portal
• Update project boards and generate a weekly summary report for projects
• File project documents upon receipt
• Complete initial review of documents for all projects
• Submit welcome emails to clients upon receipt/issuance of the new projects assigned
• Generate and follow up on outstanding Requests for Information (RFI) as needed
• Manage, organize, and update all relevant project data
• Download/Upload and Save project documentation
• Ascertain scope of work and communicate with engineering and clients on what is missing
• Schedule, lead and manage kick off calls
• Assist with site visit scheduling
• Any other administrative tasks assigned

• Must have excellent verbal and written communication skills
• Must be proficient in the use of Microsoft Office (Word, Excel, Outlook)
• Must be highly organized and exceedingly detail oriented
• Must be able to manage time effectively
• Must be a resourceful self-starter with ability to multitask
• Must be a team player
• Must be able to manage numerous tasks and clients simultaneously and effectively
• Must provide support to engineering team with scheduling and project management
• Must effectively manage projects from start to finish

• Associate's degree (A.A.) or equivalent from two-year college or technical school; or
• One (1) to five (5) years related experience and/or training; or equivalent combination of education and experience

• LANGUAGE
  
  SKILLS:
  
  Ability to write reports, business correspondence; ability to effectively present information and respond to questions from managers, clients, customers, and the general public
• Reasoning ability:
  Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists
• Ability to interpret a variety of instructions furnished in written, oral, or schedule form
• Computer skills:
  To perform this job successfully, knowledge of sales CRM and Project Management software;
  Excel;
  Microsoft Word

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

REQUIRED SKILLS: Strong analytical, planning and problem solving capabilities

Demonstrated initiative and ability to work independently with minimal supervision required

Education/ Associate's degree (A.A.) or equivalent from two-year college or technical school; or

Certification: One (1) to five (5) years related experience and/or training; or equivalent combination of education and experience

Education/ Language: LANGUAGE

SKILLS:

Ability to write reports, business correspondence; ability to effectively present information and respond to questions from managers, clients, customers, and the general public

Reasoning ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists

computer

SKILLS:

To perform this job successfully, an individual should have knowledge of sales CRM and Project Management software;
Excel;
Microsoft Word

Benefits:
Medical, Dental, Vision, Basic Life, Vol Life, STD, LTD, Pet, FSA/HSA, 401k, PTO and much more!