ROLE AND RESPONSIBILITIES
PROJECT RESPONSIBILITIES:
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Facilitates communication with customers to define the scope of the project by establishing timelines understanding specifications for a successful project.
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Communication with customers should be completed within a reasonable timeframe of 24-48 hours. Any issues related to your projects should be escalated and reviewed with management in a timely manner.
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Responsible for logging all communication regarding the status of each account into the system including pertinent documentation and project images.
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Oversees the order process from point of sale until completion of the project as set forth by the terms of the quote and notify a
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Work closely with other departments to oversee the entire project from point of sale to completion and communicate any delays with Management.
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Assist in the resolution of production-related problems by utilizing the support from the Production, Installation, and Purchasing departments.
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Prepare appropriate internal documentation to coordinate all corrections and/or changes that occur and upload them into the system including, change orders, credit memos, and no-charge forms.
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Promotes and works as a team member with all departments of Fabtex to build continual improvements.
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Run the Shipping Log, Daily Order Management, and other necessary project reports on a daily basis. Completes Installation Accrual Report for Accounting when received by appropriate deadline.
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Review all relevant Pro Forma invoices from Accounting for CDB accounts prior to shipments being scheduled.
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Average 60 to 70 accounts, but could be considerably more depending on sales volume and customer demand.
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Follow current approval processes and escalate jobs to Management as needed in a timely manner.
INSTALLATION RESPONSIBILITIES:
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Interfaces with multiple departments to track the status of the products associated with the project in order to ensure a timely installation.
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Communicates the status of the project and products to the Installer to plan the measurement event and schedule the installation.
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Functions as the primary interface for the installers to the internal departments regarding installation status.
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Assists with return material requests from location sites back to appropriate warehouses.
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Manage, maintain and complete daily tasks, which could consist of: protos, measures and installations of Fabtex finished product.
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Provide Installers with pertinent job information and scope.
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Update and maintain Installations Calendar for job location and details by attaching important installation information. Attach appropriate installation documents to the calendar invite and schedule video calls to review project.
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Attach job measures and photos provided by the installers into our system.
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Manage the department phone lines by answering installer calls in order to provide support and communication to the field and resolve issues.
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Escalate matters to Installation Department when needed.
In general, the following conditions of the work environment are representative of those that a partner encounters while performing the essential functions of this job. Reasonable accommodations may be made to allow differently abled individuals to perform the essential functions of the job within the environment.
The workspace is clean, orderly, properly lighted and ventilated with the proper safety compliance.
Noise levels are considered moderate.
Physical demands - Light: Office work, some lifting, bending, stooping or kneeling, walking.
