Engineered Advisory

Compensation

Full Description

This is a remote position. Basic Function: The Project Coordinator of Cost Segregation works closely with Management, Engineers, Sales Team, and Clients to ensure that the accurate information is documented, tracked, and recorded, as well as assisting the heads of operations to ensure projects are processed in a timely manner. The main goal for this position is to process each phase of each project and develop an exceptional rapport with all parties involved for each account and assist the Senior Lead Engineers. Position’s Intention: The intention of this position is to effectively manage and oversee all project activities assigned from the beginning of each project to the completion. This involves maintaining project documentation, tracking progress, clear communication, and coordinating to ensure timely completion of each cost segregation project. The Project Coordinator will actively collaborate with operations, team leads, clients and cross functional departments to optimize efficiency and promote successful project outcomes. Success Measurements: · Project Completion – ensure projects assigned are completed within the specified timeline o Zoho Analytics review – Completion Rate by PC · Client Satisfaction – Aim to achieve a high level of client service by delivering projects that meet or exceed client expectations o Client Surveys / Ratings · Effective Communication- Facilitate clear and prompt communication with client, team members involved in project o Client Surveys / Performance Reviews · Meet Production Goals o Monthly PC Production Goal Review Principal Responsibilities: · Review and discuss Project Status with Manager of Operations, Director of Engineering, team lead and QC team · Arrange and participate in meetings, conference calls regarding project scope, status updates and scheduling · Assist with all relevant project data tracking in Zoho Project Management · Update project boards and generate a weekly summary report for projects · File project documents upon receipt · Complete initial review of documents for all projects · Submit welcome emails to clients upon receipt/ issuance of the new project email · Generate and follow up on outstanding Requests for Information (RFI) as needed · Manage, organize, and update all relevant project data · Download/ Upload and Save project documentation to the respective folders on the X: Drive · Ascertain scope of work and communicate with engineering and clients on what is missing · Schedule, lead and manage kick off calls · Assist with site visit scheduling · Assemble draft and final reports · Any other administrative tasks assigned by Manager of Operations, Cost Segregation. Requirements · Must have excellent verbal and written communication skills · Must be proficient in the use of Microsoft Office (Word, Excel, Outlook) · Must be highly organized and exceedingly detail oriented · Must be able to manage time effectively · Must be a resourceful self-starter with ability to multitask · Must be a team player · Must able to manage numerous tasks and clients simultaneously and effectively · Must provide support to engineering team with scheduling and project management · Must effectively manage projects from start to finish Benefits Medical, dental, vision, basic life, voluntary life, STD, LTD, pet, legal, ID theft, PTO, 401k and much more.