C & I Sales Coordinator

Id-Idaho Falls-mid

OtherSales Coordinator

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Quick Summary

Requirements Summary

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,

Technical Tools

OtherSales Coordinator

Benefits:

401(k)
401(k) matching
Bonus based on performance
Competitive salary
Dental insurance
Health insurance
Paid time off
Training & development
Vision insurance

We Offer

Medical insurance
Dental Insurance
Vision insurance
401K retirement with company match
Vacation, paid time off
Bonuses offered
Company-provided workwear, cell phone, tablet
Company-paid sales training
Additional Culligan Corporate Subject Matter Expert training offered
Employee discounts for Culligan in-home products
Additional perks are also available

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.

Qualifications

Education & Experience:
- High school diploma required. Associate’s or Bachelor’s degree in Business, Finance, Accounting,
  or a related field preferred.
- 2+ years of experience in commercial billing, customer account management, or a related role.
- Experience in project coordination or commercial installations is a plus.
Technical & Functional Skills:
- Proficiency in billing systems, ERP software (e.g., IFS, SAP, or similar), and Microsoft Office Suite.
- Strong organizational and problem-solving skills with the ability to manage multiple projects
  simultaneously.
- Knowledge of progress billing and commercial project invoicing processes.
- Familiarity with commercial service agreements, equipment procurement, and job costing is
  preferred.
Soft Skills:
- Excellent communication and interpersonal skills for coordinating with internal teams and
  external customers.
- Strong attention to detail and accuracy in billing and data management.

About Culligan

As the world’s leading water experts, we are dedicated to delivering high-quality water solutions to residential, commercial, and industrial customers. Headquartered in Rosemont, Illinois, Culligan International offers technologically advanced, state-of-the-art water filtration products, including water softeners, water filtration systems, industrial water treatment solutions, drinking water systems, and whole-house filtration systems.