Project Mgmt Specialist I

Project Mgmt Specialist I

You will be responsible to drive SPOT growth within the business through direct involvement in the delivery, billing, and reporting processes. You will have day to day interaction with key members of the service team (FSS, FSS, FSL, SBL, RGM), customers, and suppliers. You will lead continuous improvement initiatives including enhanced use of estimating and tools for digitization.

Our customers value our ability to deliver quotes quickly and efficiently as part of our service delivery. 

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Key focus areas:

SPOT Delivery

• Customer setup (if new) including verification of customer information in SAP/NEX/CPQ
• Generates work order with dispatch, books RQ as needed (Ensures proper assigned to, customer name, scope, and PO is entered)
• Ensures proper documentation is received, COI/SOV’s/Signed Documents are returned
• Informs field of work order information, verifies schedule for delivery, communicates schedule to customer
• Orders, receives, and coordinates all material for the job
• Issues PO’s, mobilizes, schedules subcontractors (w/ input from field)
• During project, start the process of ensuring all material/subcontractor/others costs are processed and transacted to the job prior to closure (including follow up with suppliers to ensure costs are correctly captured)
• Ensures 100% completion of work in the field with field staff
• Finalizes work order to include all costs, work description, etc. are in.
• Completes work order in FX/FSL (w/input from field team)
• For larger or quoted SPOT jobs, liaise with administration team to complete progress billing 
• Verifies the work order is closed and exported in CPQ

SPOT Close Out and Billing

• Ensures work order closure and correct action by Business Support Center
• Monitors billing reports and unbilled to ensure the job has been correctly processed and billed
• Sends invoices to customer as needed.
• Follows up with customer (when needed) to ensure paperwork/invoice received.
• Checks on satisfaction of job as needed.
• Ensures cash collection and follows up on disputes as needed.

Financial Reporting

• Report monthly performance of team for spot work including unbilled
• Complete job forecasting (if required) and overall job monitored for cost against the estimate
• Escalate items as needed to FSS / FSL if not tracking to target or estimate

Work Digitization

• Promote and enhance NEX/CPQ adoption and use of NEX/CPQ across the teams
• Support implementation of additional work digitization activities and act as local champion for these initiatives

KPI Achievement

• Success in this role will be demonstrated through achievement of business financial metrics including SPOT order and margin targets, billing and collection targets
• The role will also positively contribute to our customer satisfaction metric

Qualifications, Experience and Knowledge

• Bachelor’s degree 
• 3 years’ work experience in professional business environment 
• Excellent computer skills including proficiency in MS Office (Word, Excel, and PowerPoint)
• Good written and oral communication with strong attention to detail
• Basic project management skills including task prioritization, scheduling, cost management and reporting
• Ability to follow instructions and identify opportunities for improvement

We also value 

• Previous industry experience
• Previous technical/installation experience
• Previous customer service experience
• Bachelor’s degree or technical/professional certificate
• Good presentation skills
• Internal sales or account management experience