Equipment Project Coordinator - Sales

Pacific Coast Trane is the San Francisco district office representing the Trane Company that manufactures, manages and services HVAC equipment systems and controls. The Equipment Project Coordinator supports the successful execution of projects from initiation through closeout in the Sales Department, coordinating various activities to ensure projects are completed on time and within budget.

Responsibilities

• Generates ship status reports to provide detail of product lead times and overall project status
• Assists with construction schedule review and updates to meet customer requirements
• Responsible for maintaining the accuracy of the forecasted cost at completion
• Responsible for entering equipment orders & issuing purchase orders for vendor orders. Generates work orders for equipment start-ups. Recording the receipt of materials & approving payments
• Assist with project cash-flow management: progress billing, collections support & monitoring, & resource management
• Help maintain customer satisfaction by investigating concerns, implementing corrective action, and communicating with customers, vendors and internal staff
• Assist with the successful transition from delivery to startup, commissioning and warranty to the service process
• Coordinate meetings, maintain project documentation, and manage general administrative tasks such as expense reports, travel arrangements, and claims processing

Skills

• Bachelor's degree in Business, Finance, Construction Management, or a related field
• Ability to read and interpret blueprints, construction drawings, and technical specifications
• Proficient experience with computer programs such as Excel, Word, Outlook, Cloud content sharing, Database program familiarity, video conferencing and communication skills via phone/email/in-person
• Strong communication skills—both written and verbal—with the ability to interact effectively with internal teams, vendors, and clients
• Excellent organizational skills, time management, and attention to detail
• Working knowledge of all facets of construction including mechanical, electrical, plumbing systems and knowledge of the operation of HVAC systems, electrical systems and temperature controls
• Experience at Trane or with Trane equipment
• General understanding of financial and business processes such as budgeting, procurement, and cost tracking

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