Position Summary: Review, procure and deliver equipment for incoming customer purchase orders, based on customer's requirements, project specifications and sales proposal from Pantropic's Sales and Service Department.

Essential Functions: other duties may be assigned.

• Review customer and project-specific requirements to ensure understanding of work scope.
• Ensure complete, accurate, and timely entry and maintenance of project information within the organization's business application platform throughout the project lifecycle.

• Compile consist of the best cost-effective type, and quantity, of equipment and services required for project

• Produce project-specific equipment installation drawings in accordance with approved requirements
• Prepare and submit equipment documentation for customer review and approval
• Maintain customer-approved equipment documentation throughout the project lifecycle
• Provide technical support for assigned products and projects
• Release approved equipment packages for manufacture
• Generate the required parts order and service work orders and verify accurate and timely completion of them
• Coordinate with production, service and vendors to meet project requirements and schedules
• Manage shipping and delivery coordination to ensure on-time equipment arrival at job sites
• Coordinate equipment commissioning activities in alignment with project plans
• Compile complete Operation and Maintenance (O&M) manuals for delivered equipment
• Coordinate and support customer training related to installed equipment and systems
• Assist other Project Managers with data entry of new or existing projects within the organization's business application platform.

Company Provided Tools:

• Cell phone

Specific Job Assessment (Testing) Needs: Personality Profile, IQ

Specific Training Needs:

Pre-Requisites for all employees

Course ID

Course

20106

The Caterpillar Story

20107

The CAT Dealer Organization

20261 AICC

Marine Safety

33279

Mastering the Mechanics of Internal Communication

33434

Mastering the Mechanics of Telephone Communication

EPG Sales SEP

Course ID

Skills

20004

Customer Retention

20005

Negotiation

20008

Business Value Proposition

20002

Close the Sale

20003

Consultative Selling

20006

Opportunity Management

20007

Relationship Development & Communication

Outsource

Personal Law

Outsource

1st Time Supervisors

HR

Sexual Harassment

Knowledge

20150 AICC

Machine Pro - The Cat Machine Product Line

43088

The Cat Brand Experience

28937 AICC

Engine Fundamentals

28938 AICC

Cat Engines and Applications

N4WEB320 AICC

Exhaust Emissions

20391 AICC

Understanding CSA's: The Value of Customer Solutions

41433

Basics of Electricity for Electric Power

28977 AICC

Power Net - Your Electric Power Resource

28940 AICC

Generator Set Ratings

N4WEB309 AICC

Generator Systems

28997 AICC

Engine and Generator Sizing

28979 AICC

Electric Power Installation Guidelines

Dealer

Dealer Specific Courses

Supervisory Responsibilities:

None

Education and/or experience:

Fifth year college or university program certificate; or two to four years related experience and/or training; or equivalent combination of education and experience.

Language Skills:

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

Mathematical Skills:

Intermediate Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.

Reasoning Ability:

High Skills: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Certificates, Licenses, Registrations:

N/A

Other Skills and Abilities:

Excellent communications, negotiating and closing skills. Good time management skills as well as intermediate computer skills. AutoCAD knowledge preferred.

Other Qualifications:

N/A

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 regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is frequently required to walk. The employee is occasionally required to stand. The employee must occasionally lift and/or move up to 10 pounds.

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.