C&I Sales Coordinator

Description Description: The C&I Billing Coordinator is responsible for managing the setup and billing process for new commercial and industrial (C&I) customers. This role ensures smooth coordination of commercial installations, accurate ordering of equipment, and timely processing of project-related billing, including progress payments and cash collection. The ideal candidate has strong organizational skills, attention to detail, and experience handling commercial billing processes. 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. Qualifications Skills Behaviors : Motivations : Education Experience Required 1 year: Remote Experience