Installation Coordinator

Job Description

Job Description

SUMMARY

Responsible for administrative support for the installation group to help improve deliveries of equipment to our customers.

You will be working directly with the managers and supervisors within this group and collaborating with the purchasing

group, inside sales group, some vendors and customers. You will have to manage the administrative tasks, such as preinstallations,

reviewing documents, updating spreadsheets, information, distribution, report collation, and communication

support with all parties involved.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Create new sales orders packets

Send welcome emails to new customers

Assists order processing for phone / fax / email orders and provides assistance for online ordering.

Documenting and following up on important actions given to them from meetings.

Preparing necessary presentation materials for meetings.

Ensure all installation paperwork is together with service reports from technicians

Contacting customers to set up conference calls for pre-installs or exit calls.

Updating internal spreadsheets, schedules, backorder parts and work orders

QUALIFICATIONS

To perform this job successfully, an individual must be team oriented with excellent communication skills, the ability to

multitask and to be detail oriented. Candidate has the ability to effectively document and communicate ideas, strategies,

problems, and solutions in both verbal and written forms. Candidate must be able to perform each essential duty adequately.

EDUCATION and / or EXPERIENCE

Qualified candidates must have high School Degree or equivalent. Someone with a 2-year degree or minimum of 3 years of

customer service would also qualify. Familiarity with AX, Word, PowerPoint, Excel, Salesforce, CAD, Smart Sheet and / or

ADP.