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Full Details

BRANCH COODINATOR

This position provides local and/or remote support to the branch assisting both the Installation
team and the Service teams. These branches are responsible for the installation and servicing of a wide range of
security systems including intrusion systems, fire alarms, video surveillance and the integration of these systems in
a commercial, industrial or other business-to-business setting.

Duties and Responsibilities
1. Review Install Backlog daily for any new direct work orders.
2. Create and maintain installation project folders which include all booking packet info, scope, purchasing
information, subcontractor information, etc.
3. Review installation project booking information for completeness and compile all necessary documents
from the quoting tool.
4. Upon booking, make initial contact with the customer to confirm scope, site readiness, contact
information, authorized signatories, and establish a customer promise date.
5. Create purchase requisition sent to the centralized purchasing team for ordering of material and lifts.
6. Act as an internal liaison between the local branch and centralized purchasing team for ordering of
material and delivery tracking.
7. Coordinate with lift rental companies to schedule pickup and return of equipment.
8. Perform warehouse material handling at the local branch including receiving shipments, validating to
packing slips, and staging equipment for each project.
9. Perform goods receipts in internal systems for all physically received material and applying costs to the
affiliated installation job.
10. Submit applications to acquire permits, UL Certifications, and Certificates of Insurance (COI-s) upon
request from the Install Manager or Project Manager.
11. Communicate any material issues (i.e., extended lead times, back-orders, etc) with Sales and Branch
Install team as needed if project timeline is affected.
12. Work with Install Manager to coordinate labor resources, schedule with the customer, and place on the
internal schedule board.
13. If job is subcontracted, collaborate with Install Manager or Project Manager to obtain subcontractor
forms, create purchase requisition, and perform goods receipt upon job completion.
14. Maintain regular communication, project documentation, and scheduling with the customer regarding
project status updates, delivery commitments, material tracking, etc. as directed by the Install Manager.
15. Update internal system with job notes and customer promise date changes as directed by the customer.
16. Maintain current job status in internal system as project advances through project lifecycle.
17. Work with the Install Manager or Project Manager to keep the expected completion date as accurate as
possible (driving financial forecasting).


18. If applicable, send e-signature request to the customer for installation certificate of completion.
19. Upon install completion and Project Manager/Install Manager review, submit close-out package to Order
Entry for closure and billing.
20. Process Returned Material Authorizations (RMA-s) as necessary.
21. Create material and lift purchase requisitions for Service Tickets.
22. Physically receive and stage all shipped service material. Update internal system for service dispatching.
23. Manage service van inventory and create purchase requisitions when stock needs replenished.
24. Support Service Manager with service ticket review and billing as needed.
25. Answer all incoming calls and route to appropriate department.
26. Perform other duties as assigned.


Requirements

Requirements
A· High school diploma or equivalent
A· Proven customer service and problem solving skills
A· Ability to work in a deadline driven environment
A· Must be able to work proactively and develop relationships with remote team members
A· Strong computer skills, including but not limited to Microsoft Office and SBN
A· Ability to handle multiple priorities and manage time in a deadline-driven environment
A· Excellent verbal and written communication
A· Strong organization skills, with a keen attention to detail

Preferred
A· Associates degree in business administration or similar
A· At least one year experience in a field install/service business or customer service related field
A· Experience using SAP, SBN, and/or ERP
 
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