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:

o High school diploma required. Associate's or Bachelor's degree in Business, Finance, Accounting,

or a related field preferred.

o 2+ years of experience in commercial billing, customer account management, or a related role.

o Experience in project coordination or commercial installations is a plus.

• Technical & Functional Skills:

o Proficiency in billing systems, ERP software (e.g., IFS, SAP, or similar), and Microsoft Office Suite.

o Strong organizational and problem-solving skills with the ability to manage multiple projects

simultaneously.

o Knowledge of progress billing and commercial project invoicing processes.

o Familiarity with commercial service agreements, equipment procurement, and job costing is

preferred.

• Soft Skills:

o Excellent communication and interpersonal skills for coordinating with internal teams and

external customers.

o Strong attention to detail and accuracy in billing and data management.