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 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.
  
  
  

Competencies:

To perform the job successfully, an individual should demonstrate the following competencies in this position:

Resourcefulness Customer Focus Team Player

Passion Integrity Organizational/Planning

Communication Analytical Judgment/Decision Making

Qualifications:

• 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.