Coordinateur(trice) de projet — devis et services

Honeywell; L'Ange-Gardien; On-site; CAD 45,000 - 70,000; Full time

Job summary

An established industry player is seeking a dedicated individual to drive growth through effective customer support and service delivery. In this role, you will engage directly with key stakeholders, ensuring efficient quoting and billing processes while enhancing customer satisfaction. Your responsibilities will include supporting field service professionals, managing proposals, and leading continuous improvement initiatives. This position offers a dynamic environment where your contributions will significantly impact the company's success and customer experience. If you thrive in a collaborative setting and are passionate about delivering excellence, this opportunity is perfect for you.

Qualifications

• 3+ years experience in customer support management or similar role.
• Bilingual in French and English is essential for this position.

Responsibilities

• Drive SPOT growth through quoting, delivery, and billing processes.
• Support Field Service Professionals with proposal generation.

Skills

Customer Support Management

Bilingual (French and English)

Project Management

Attention to Detail

Communication Skills

Education

High School Diploma

Bachelor's Degree in Business Administration

Tools

SAP

MS Office (Word, Excel, PowerPoint)

CPQ System

Job description

Innovate to solve the world's most important challenges

You will be responsible to drive SPOT growth within the business through direct involvement in the quoting, delivery, billing, and reporting processes. You will have day to day interaction with key members of the service team (FSS, FSS, FSL, SBL, RGM), customers, and suppliers. You will lead continuous improvement initiatives including enhanced use of estimating and mobile tools for digitization.

Our customers value our ability to deliver quotes quickly and efficiently as part of our service delivery.

Key focus areas : Spot Quoting

• Support Field Service Professionals (FSP), Field Service Supervisor’s (FSS) with proposal generation for medium-high complex opportunities.
• Obtain parts / subcontractor / special pricing as required
• Creates SPOT quotes in quoting system (CPQ), and prepares estimate for approval (with input from field)
• Generate proposal for review and approval (with input from field)
• Sends proposal to customer and follows up for feedback and their approval / order to proceed

SPOT Delivery

• Customer setup (if new) including verification of customer information in SAP / FX / FSL
• Generates work order with dispatch, books RQ as needed (Ensures proper assigned to, customer name, scope, and PO is entered)
• Ensures proper documentation is received, COI / SOV’s / Signed Documents are returned
• Informs field of work order information, verifies schedule for delivery, communicates schedule to customer
• Orders, receives, and coordinates all material for the job
• Issues PO’s, mobilizes, schedules subcontractors (w / input from field)
• During project, starts the process of ensuring all material / sub / others costs are processed and transacted to the job prior to closure (including follow up with suppliers to ensure costs are correctly captured)
• Ensures 100% completion of work in the field with field staff
• Finalizes work order to include all costs, work description, etc. are in.
• Completes work order in FX / FSL (w / input from field team)
• For larger or quoted SPOT jobs, liaise with administration team to complete progress billing
• Verifies the work order is closed and exported in FX / FSL

SPOT Close Out and Billing

• Ensures work order closure and correct action by Business Support Center
• Monitors billing reports and unbilled to ensure the job has been correctly processed and billed
• Sends invoices to customer as needed.
• Follows up with customer (when needed) to ensure paperwork / invoice received.
• Checks on satisfaction of job as needed.
• Ensures cash collection and follows up on disputes as needed.
• Report monthly performance of team for spot work including unbilled
• Complete job forecasting (if required) and overall job monitored for cost against the estimate
• Escalate items as needed to FSS / FSL if not tracking to target or estimate
• Promote and enhance CPQ adoption and use of CPQ mobile across the teams
• Support implementation of additional work digitization activities and act as local champion for these initiatives

KPI Achievement

• Success in this role will be demonstrated through achievement of business financial metrics including SPOT order and margin targets, billing and collection targets
• The role will also positively contribute to our customer satisfaction metric

Qualifications, Experience and Knowledge

• High School Diploma
• 3 + years work experience in customer support management or a similar role
• Bilingual in French and English

We also value

• Bachelor's degree in Business Administration or a related field
• Excellent computer skills including proficiency in MS Office (Word, Excel, and PowerPoint)
• Good written and oral communication with strong attention to detail
• Basic project management skills including task prioritization, scheduling, cost management and reporting
• Ability to follow instructions and identify opportunities for improvement
• Previous industry experience
• Previous technical / installation experience
• Bachelor’s degree or technical / professional certificate
• Internal sales or account management experience

You will be responsible to drive SPOT growth within the business through direct involvement in the quoting, delivery, billing, and reporting processes. You will have day to day interaction with key members of the service team (FSS, FSS, FSL, SBL, RGM), customers, and suppliers. You will lead continuous improvement initiatives including enhanced use of estimating and mobile tools for digitization.

Our customers value our ability to deliver quotes quickly and efficiently as part of our service delivery.

Key focus areas : Spot Quoting

• Support Field Service Professionals (FSP), Field Service Supervisor’s (FSS) with proposal generation for medium-high complex opportunities.
• Obtain parts / subcontractor / special pricing as required
• Creates SPOT quotes in quoting system (CPQ), and prepares estimate for approval (with input from field)
• Generate proposal for review and approval (with input from field)
• Sends proposal to customer and follows up for feedback and their approval / order to proceed

SPOT Delivery

• Customer setup (if new) including verification of customer information in SAP / FX / FSL
• Generates work order with dispatch, books RQ as needed (Ensures proper assigned to, customer name, scope, and PO is entered)
• Ensures proper documentation is received, COI / SOV’s / Signed Documents are returned
• Informs field of work order information, verifies schedule for delivery, communicates schedule to customer
• Orders, receives, and coordinates all material for the job
• Issues PO’s, mobilizes, schedules subcontractors (w / input from field)
• During project, starts the process of ensuring all material / sub / others costs are processed and transacted to the job prior to closure (including follow up with suppliers to ensure costs are correctly captured)
• Ensures 100% completion of work in the field with field staff
• Finalizes work order to include all costs, work description, etc. are in.
• Completes work order in FX / FSL (w / input from field team)
• For larger or quoted SPOT jobs, liaise with administration team to complete progress billing
• Verifies the work order is closed and exported in FX / FSL

SPOT Close Out and Billing

• Ensures work order closure and correct action by Business Support Center
• Monitors billing reports and unbilled to ensure the job has been correctly processed and billed
• Sends invoices to customer as needed.
• Follows up with customer (when needed) to ensure paperwork / invoice received.
• Checks on satisfaction of job as needed.
• Ensures cash collection and follows up on disputes as needed.
• Report monthly performance of team for spot work including unbilled
• Complete job forecasting (if required) and overall job monitored for cost against the estimate
• Escalate items as needed to FSS / FSL if not tracking to target or estimate
• Promote and enhance CPQ adoption and use of CPQ mobile across the teams
• Support implementation of additional work digitization activities and act as local champion for these initiatives

KPI Achievement

• Success in this role will be demonstrated through achievement of business financial metrics including SPOT order and margin targets, billing and collection targets
• The role will also positively contribute to our customer satisfaction metric

Qualifications, Experience and Knowledge

• High School Diploma
• 3 + years work experience in customer support management or a similar role
• Bilingual in French and English

We also value

• Bachelor's degree in Business Administration or a related field
• Excellent computer skills including proficiency in MS Office (Word, Excel, and PowerPoint)
• Good written and oral communication with strong attention to detail
• Basic project management skills including task prioritization, scheduling, cost management and reporting
• Ability to follow instructions and identify opportunities for improvement
• Previous industry experience
• Previous technical / installation experience
• Bachelor’s degree or technical / professional certificate
• Internal sales or account management experience

Additional Information

• JOB ID : HRD264139
• Category : Customer Experience