Job Description

Job Description

Job Description

Job Title: HVAC Project Coordinator

Company: Hoffman & Hoffman

Reports to: Branch Manager

FLSA Status: Exempt

Position Purpose: The Project Coordinator assists outside sales in providing excellent customer service to our customers. This is done by understanding our customer’s needs, providing a high-level of technical support, and selecting the most optimum equipment based on the project needs. The Project Coordinator maintains and develops existing customer relationships through quality service and supporting their needs. The ideal candidate has a strong technical understanding of HVAC products and systems, as well as excellent time management, interpersonal and communication skills.

Employment at Will:  Nothing herein is intended to create a contract of employment or to guarantee employment for a definite duration.

Duties and Responsibilities :

• Collaborate with H&H sales team to understand customer requirements, promote the sale of company products, and to provide sales support.
• Confer with customers and sales engineers to assess HVAC equipment needs and to determine system requirements.
• Complete take-offs, estimates, quote letters and submittal packages based on plans and specifications.
• Book projects, manage project documents, enter orders, work with credit department, and expedite orders when necessary.  
• Process orders optimally (balance warehouse versus “made to order”)
• Review manufacturer acknowledgments to ensure correct equipment is listed, and the equipment is correctly priced according to customer order.
• Provide weekly shipping and status updates to customers with open orders.
• Maintain detailed revision control notes on all project selections, pricing, and proposals.
• Provide technical install support to installing contractors and end users.
• Coordinate responses to inquiries with factory application and technical support engineers.
• Respond to and track IOM and submittal requests.
• Work with sales team and customers to remedy equipment issues quickly and efficiently.

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