Project Coordinator
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Summary
Coordinates ATM and security equipment installation projects for financial institution clients at NuSource Financial — scheduling technicians and third-party installers, staging and shipping equipment, and managing projects in Monday.com and the E-Automate ERP. Office-based in Eden Prairie, MN with under 10% travel.
PROJECT COORDINATOR
NuSource implements cutting edge Branch Transformation, Security and Service solutions for the financial institution vertical supported by a world class service team. Our mission is to consistently deliver value-added consultative solutions and quality service experiences based on our core values of Integrity, Professionalism, and Teamwork. Our Net Promoter Score is consistently in the mid-80’s, which far exceeds anyone in our industry. NuSource is employee-owned and everyone who works for us has the opportunity to become an owner.
Primary Function/Summary
The Project Coordinator works closely with the Project Management team, Regional Managers, implementation and services partners, Salespeople, Customers and our Technicians to schedule implementation resources required to meet customer expectations. The Project Coordinator is also responsible for coordination of equipment getting staged, wrapped (if applicable) and shipped to the appropriate location in time to meet the “go live” schedule. The Project Coordinator communicates important information to the project resources through company project tools and processes.
Responsibilities
Provide world-class customer experiences!
- Monitors project inbox and creates new projects (both security and ATM) in Monday.com and assigns to appropriate Project Manager
- Update E Automate Sales Order with assigned Project Manager
- Receives project resource requests and schedules from Project Managers
- Works with Regional Managers to secure technician resources for install date(s) based on location and final equipment assignments
- Requests bid/availability from third-party installers based on install schedule and location
- Issues Purchase Orders to third-party installers to reserve them based on installation schedule
- Creates calls (requests for work to be done) in E Automate for Staging of equipment and installation of equipment (Technician Assignments)
- Communicates staging dates, machine wrap dates (with Graphics Guys) and ship dates with staging and shipping teams
- Creates weekly shipping schedule
- Continually updates tools and schedules with most up to date information
- Handles ATM moves and removals, security gate installs and coordination of site surveys
- Creates sales quotes for and sales orders, ATM moves and removals and others requested by Project Management
- Manages ATM, Security, and Rigger calendars in outlook
- Manages share file access levels for PM’s
- Receives Purchase Orders for Rigging companies and Graphics Guys
- Allocates new machines to customers as they are received in our warehouse
- Creates new service calls and calendar requests for Project Managers
Skills and Qualifications
- Strong communication skills both written and verbal
- Friendly, positive attitude with customer service focus
- Ability to make decisions and adjustments to overcome roadblocks
- Detail oriented, very organized person with ability to multi-task and work in fast paced environment
- Decisiveness
- Interpersonal Skills
- Resourcefulness
- Excellent analytical and problem-solving skills
- Ability to work independently or with a team
- Ability to work with tight deadlines
- Ability to manage change and adapt to change quickly
- Ability to perform all duties while maintaining our core values of Professionalism, Integrity, and Teamwork
- Ability to Collaborate to accomplish team and company requirements
Education, Training, and Experience
- At least 2 years of experience in Professional Office Environment
- Working knowledge of Microsoft tools including Excel, Word, Teams, and Outlook
- Previous experience with ERP systems or ability to learn them quickly
- Experience using computers for a variety of tasks
- Knowledge of project management best practices and tools a plus
- Experience dealing with people in many different roles within an organization and with vendor partners a plus
Working conditions and physical demands
- Ability to communicate effectively with all different levels and departments within an organization.
- Ability to work independently OR collaboratively.
- Ability to work in office and warehouse environments with varying noise levels
- Proficient typing skills
- Travel < 10%
NuSource Financial participates in the federal government's E-Verify program. With all new hires, we provide the Social Security Administration and, when applicable, the US Department of Homeland Security with information from each new employee's Form I-9 to confirm work authorization.