Commercial & Industrial Sales & Installations Coordinator

Culligan; Idaho Falls (ID); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Dental insurance

Health insurance

Paid time off

Training & development

Vision insurance

Job summary

Culligan is seeking a Billing & Project Coordination specialist to set up commercial customers, coordinate onboarding with sales and operations, and manage installation scheduling and equipment logistics.

The role involves tracking shipments, generating invoices, and ensuring timely payments while maintaining accurate records across projects.

Qualifications

• High school diploma required; Associate's or Bachelor's degree in Business, Finance, Accounting, or related field preferred.
• 2+ years of experience in commercial billing, customer account management, or related role.
• Experience in project coordination or commercial installations is a plus.

Responsibilities

• Set up new commercial customers in the system, ensuring all required information is captured accurately.
• Coordinate onboarding with sales, operations, and finance teams for smooth onboarding of commercial accounts.
• Schedule and coordinate installations and service for new commercial projects, aligning with internal and external teams.
• Relay job packages and equipment details to be ordered for commercial projects, tracking shipments and deliveries.

Skills

Organizational skills

Problem-solving

Communication

Attention to detail

Education

High school diploma

Associate's or Bachelor's degree in Business/Finance/Accounting

Tools

Billing systems

ERP software (IFS, SAP)

Microsoft Office

Job description

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.