Project Customer Service Rep - Apopka
PentairAbout the role
Job Description:
The Project support representative works closely with the Pentair pool distribution channel to quote, order, plan, and stock accordingly for commercial pools. This role is crucial in maintaining project documentation and ensuring data integrity within the ERP. The individual will produce various presentations that may include spreadsheets and/or charts, while assisting with data entry processes.
The Project Support Representative
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following but not limited to the following:
Provide internal and external customers with exceptional customer service by:
- Documentation of project stages: quotation, drawings, submittal, order, delivery, installation
- Work operations to maintain proper order lead times and prioritization
- Communicate project schedule to distribution
- Examine processes with the Project Support Supervisor
- Record VOC regarding production rates, quality control, product packaging/shipping, and safety performance in Salesforce
- Communicate with distribution: project(s) open and pending while proving project Gantt charts, PERT diagrams, and resolve customer service issues
- Monitor changing lead time conditions for configured and non-configured products for project orders
- Understand product timelines, shipping requirements, and installation stages
- Follow project document retention guidelines
- Enter purchase orders with order integrity in ERP: correct configuration, lead times, estimated ship dates, compliance, pricing, change order requests, shipping notes, and other necessary requirements for project success
- Project aftercare follow-up with distribution
- Process claims, RMAs, warranty while reporting on trends within the product category with leadership
- Serve as a technical resource for the external customer and internal staff
- Serve as a SME for commercial products
Required Skills:
- Effective communication with writing and proofreading skills
- Quality Decision making
- Collaborates across multiple departments
- Excel, Power BI and PowerPoint presentation skills
EDUCATION and/or EXPERIENCE:
Associate or bachelor’s degree preferred. Work related experience in a relevant or similar industry to pool equipment, pool construction, project support can be substituted for education.
Proficiency in Excel, Power Point, Power BI will be considered a plus
LANGUAGE SKILLS
Able to communicate effectively in the English language
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.
While performing the duties of this job, the employee is frequently required to stand; walk; sit; reach with hands and arms; and talk or hear.
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.
TRAVEL
Potential for light travel: 10%
Customer Training Meeting
Diversity, Equity and Inclusion:
With our expanding global presence, cross-cultural insight and competence are essential for our ongoing success. We believe that a diverse workforce contributes different perspectives and creative ideas that enable us to continue to improve every day. Race, gender, ethnicity, country of origin, age, personal style, sexual orientation, physical ability, religion, life experiences and many more factors contribute to this diversity.
We take ongoing action to improve the diversity of our workforce by:
- Ensuring leadership involvement and ownership
- Attracting and retaining diverse talent at all levels
- Fostering a globally aware, inclusive culture
- Ensuring our practices are fair and non-discriminatory
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