Project Coordinator: CRM & Logistics Liaison for Growth

Air Treatment Corporation; Brea (CA); On-site; USD 63,000 - 85,000; Full time

Job summary

Air Treatment Corporation in Brea, CA seeks a Project Coordinator to plan, schedule, implement, communicate, and monitor projects as a liaison between the sales team and coordinators.

This role provides reliable reporting, improves metrics and forecasting, and increases customer satisfaction and retention through cross‑team collaboration and timely updates.

Experience with CRM, POs, and coordinating with service teams is preferred to drive on‑time delivery and smooth customer interactions.

Qualifications

• Experience coordinating projects and acting as liaison between sales and operations.
• Ability to book customer POs in a CRM system and generate submittals.
• Strong communication and organizational skills.

Responsibilities

• Book customer POs in CRM system.
• Generate equipment submittals.
• Set up purchase orders and release equipment to production.
• Process stock orders and coordinate shipments/will call.
• Upload orders, acknowledgements and track effectively.
• Update costs and shipping lead times as appropriate.
• Act as a liaison between company, customers, and vendors.
• Notify customer of shipped material/order and provide tracking information.
• Manage warranty claims, RMAs and communicate to customer.
• Arrange start-up with the Service Team.
• Perform other related duties as assigned.

Skills

CRM software

PO management

Vendor coordination

Reporting

Forecasting

Customer service

Job description

Air Treatment Corporation in Brea, CA seeks a Project Coordinator to plan, schedule, implement, communicate, and monitor projects as a liaison between the sales team and coordinators.

This role provides reliable reporting, improves metrics and forecasting, and increases customer satisfaction and retention through cross‑team collaboration and timely updates.

Experience with CRM, POs, and coordinating with service teams is preferred to drive on‑time delivery and smooth customer interactions.