PROJECT PLANNER I

Patterson Pope, Inc.; Charlotte (NC); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Company-paid Life and AD&D Insurance

Short Term Disability Insurance

Long Term Disability Insurance

Flexible Spending Accounts (FSA)

Employee Assistance Program (EAP)

401k

Paid Time Off

Paid holidays

ESOP

Job summary

Patterson Pope, Inc. is seeking a Project Planner in Charlotte, NC, responsible for end-to-end project planning from pre‑quote through order readiness. You will perform hands-on design work and coordinate cross‑functional teams across product lines.

The role requires proficiency with CET Designer, AutoCAD, Revit, SketchUp, and related software, plus strong math and communication skills to manage multiple projects in a sales-driven environment.

Qualifications

• Bachelor’s degree or equivalent in design, engineering, or space planning.
• Proficiency with CET Designer, AutoCAD, Revit, and related software.
• Strong math, attention to detail, and ability to manage multiple projects.
• Experience in a sales-driven, project-based environment.
• Proficient in Excel and CRM systems.
• Ability to work independently and meet deadlines.
• Experience with Salesforce software a plus.

Responsibilities

• Produce drawings, layouts, renderings, and plans using CET Designer, AutoCAD, Revit, SketchUp.
• Design solutions for office, warehouse, healthcare, military, and workplace environments.
• Evaluate space constraints, user experience, product capability, and constructability.
• Read and interpret architectural drawings, blueprints, and specifications.
• Revise drawings and designs based on customer, sales, vendor, or internal feedback.
• Support complex system upgrades, relocations, and reconfigurations.
• Serve as subject‑matter expert on product applications.
• Assist Sales during pre‑planning and pre‑quote stages to reduce revisions and delays.
• Provide guidance on product selection, logistics, installation considerations.
• Act as liaison with external vendors to obtain technical data and application clarification.
• Support specialty product lines including mobile shelving, modular millwork, lockers, interior systems, and storage solutions.

Skills

Project planning

Attention to detail

Multi-project management

Math skills

Communication

Independent work

Teamwork

Salesforce experience

Education

Bachelor’s degree or equivalent in design/engineering/space planning

Tools

CET Designer

AutoCAD

Revit

SketchUp

Excel

Salesforce

CRM systems

Job description

SUMMARY

The Project Planner is responsible for the end-to-end execution of project planning deliverables, including design, application support, quality control, and order preparation across all represented product lines. This role performs the hands‑on technical and production work required to move opportunities from pre‑quote through order readiness.

Essential Duties and Responsibilities

Project Design & Technical Execution

• Produce drawings, layouts, renderings, and plans using CET Designer, AutoCAD, Revit, SketchUp, and other required tools
• Design solutions for office, warehouse, healthcare, military, and workplace environments
• Evaluate space constraints, user experience, product capability, and constructability
• Read and interpret architectural drawings, blueprints, and specifications
• Revise drawings and designs based on customer, sales, vendor, or internal feedback
• Support complex system upgrades, relocations, and reconfigurations

Product & Application Support

• Serve as subject‑matter expert on product applications, configurations, and limitations
• Assist Sales during pre‑planning and pre‑quote stages to reduce revisions and delays
• Provide guidance on product selection, logistics, installation considerations, and sequencing
• Act as liaison with external vendors to obtain technical data and application clarification
• Support specialty product lines including mobile shelving, modular millwork, lockers, interior systems, and storage solutions

Sales & Internal Collaboration

• Confer with Sales to gather requirements, clarify scope, and support project strategy
• Attend project meetings to gain deeper understanding of customer needs
• Communicate proactively regarding missing information, risks, or constraints
• Coordinate with pricing, operations, and installation teams as required

Requirements

QUALIFICATIONS

• Bachelor’s degree or equivalent experience in design, engineering, or space planning
• Strong experience with CET Designer, AutoCAD, Revit, and related software
• High attention to detail and ability to manage multiple projects simultaneously
• Strong math skills (geometry, measurements, pricing calculations)
• Experience in a sales‑driven, project‑based environment
• Proficiency in Excel and CRM systems
• Ability to work independently and meet deadlines
• Microsoft Excel and Adobe Product Suite experience a plus.
• Must have strong attention to detail.
• Must have the ability to manage a large workload on a consistent basis.
• Must have the ability to work well with others.
• Experience with SalesForce software a plus.

Education/Experience

Bachelor’s degree or equivalent from two-year college or technical school; or six months to one-year related experience and/or training; or equivalent combination of education and experience.

Language Ability

Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization.

Math Ability

Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.

Reasoning Ability

Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 50 pounds. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle or feel: reach with hands and arms and talk or hear. The employee is occasionally required to climb or balance, stand, walk and stoop, kneel or crouch. The employee needs to be able to identify and distinguish colors.

Benefits

• Medical Insurance
• Dental Insurance
• Vision Insurance
• Company-paid Life and Accidental Death & Dismemberment Insurance
• Option to buy Additional Life Insurance coverage for yourself and your dependents
• Short Term Disability Insurance
• Long Term Disability Insurance
• Flexible Spending Accounts (FSA)
• Employee Assistance Program (EAP)
• 401k
• Paid Time Off
• Paid holidays
• ESOP

We are an equal‑opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. We are a drug‑free workplace. Patterson Pope is a Federal Contractor.