About the Role
Position: Project Coordinator / Virtual Assistant Senior Level
Job Description:
Essential Duties and Responsibilities include the following. Other duties may be assigned.
- Uploads proper documentation (quotes, customer approvals, site information, new customer sign-up forms, etc.)
- Works with team to continually improve work order processes. (after fully trained)
- Works with Asset Management team for inventory pulls when necessary.
- Processes customer deposits and CC payments, when required.
- Completes Vendor Set-Ups (including LSPs)
- Tracks sustainability and reports monthly, quarterly, or annually
- Ensures invoices from vendors are accurate, while also ensuring PO's are cut and sent to AP in a timely manner.
- Sends daily invoicing notifications to accounting
- Gathers all information uploaded by the AE in the CRM and creates a thorough Labor Quote Request for Estimating.
- Completes New ...
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