- Must have good Excel
- Must be detailed
- Awarded as a Fastest Growing Co.
- Great benefits; med, den, vis, short term dis, and long term + 401K after 1 year
- Ensure proper paperwork is attached to the job
- Sales Quotes
- Customer PO
- Sales Tax Exemption if applicable
- Each Salesperson Split should be a separate job
- Use proper cost in the estimate as well as revenue
- Ensure the proper revenue and cost are listed in the estimate
- Ensure proper PO is listed on the Estimate
- Each PO is a separate Estimate
- Assist Sales with Small Job parts orders
- Create and send Purchase Orders for small jobs
- Send customer and sales team an email with order confirmation
- Track shipping information
- Send customer and sales team an email with tracking information
- Verify shipment was received by customer
- Create an invoice for the customer based on the estimate.
- Verify PO is listed on the invoice
- Verify the correct amount is being billed
- Any question on billing, get with sales team
- Back up for the large job admin is out
- Basically the same procedure, check longer job periods and lead times typically
- Comb thru emails and determine what jobs need to be put on the bid list and who the proper sales executive is
- Notify salesman of the bid opportunity
- Keep Bid List sheet up to date
- Assist with special projects from Controller or President
- Assist with office supply ordering when needed
- Assist with ordering lunches for in office meetings, etc.
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Project Coordinator Sales Assistant - Jersey Village, United States - Burnett Specialists Staffing | Recruiting
![Default job background](https://contents.bebee.com/public/img/bg-user-ex-1.jpg)
Description
Project Coordinator Sales Assistant
Great company culture. Excellent benefits. Family first. Good tenure
Please apply to learn more. Located in NW Houston 77086
50-60K
A dynamic company specializing in commercial solutions committed to providing top-quality service and strong relationships. They provide growth opportunities and excellent benefits. This is a permanent role.
The company has continued to expand and have been awarded as a Fast-Growing company. They are seeking a motivated, detail-oriented Project Coordinator Sales Assistant to join the team.
Job Summary:
The Project Coordinator Sales Assistant plays a vital role in supporting the sales team and project managers in various administrative, organizational, and coordination tasks.
The ideal candidate will possess excellent communication and organizational skills, thrive in a fast-paced environment, and have a strong attention to detail.
This position will be supporting the sales team and project managers, coordinating orders, doing some billing, communicating with customers, and helping with special projects.
Create and assign small jobs in QuickBooks
Set up Estimate properly in system.
Bill out Small Jobs
Assist with Large Job Billings and job management
Bid List Responsibility
Accounting and Admin Support
HOUNW35
#ZR
Interested candidates please send resume in Word format Please reference job code when responding to this ad.