Project Manager

Summary:

Acts as a guide leading the customer through the process until completion. Ultimately responsible for the customer experience as it relates to the operations and fulfillment side of the customer journey.

Essential Duties:

• Builder Relationship Management: Establish and maintain ownership of relationships with builders on the operations side, serving as the primary liaison to facilitate effective coordination and communication throughout the project lifecycle.
• Site Visit for Timeline Confirmation: Conduct site visits to confirm the Last Revision Date (LRD)—the final date for revising Pella windows and doors orders prior to production and associated penalties—while ensuring alignment with the overall job timeline, incorporating future-state processes as applicable.
• Order Verification (OV) Execution: Lead the execution of Order Verification (OV) in the future state, including on-site assessments by the OV Technician or PM to validate order attributes such as size and measurements, exterior and interior trim details, jamb depth, and installation materials.
• Pre-Inspection Completion: Perform comprehensive pre-installation inspections to evaluate site readiness and order details, identifying potential issues to prevent delays and ensure compliance with project specifications.
• Installation Scheduling: Assist in the scheduling of installation work and helps oversee the process.
• Post-Inspection Completion: Conduct post-installation inspections to verify that all work meets established quality standards, documenting findings and addressing any discrepancies promptly.
• Builder Point of Contact: Act as the primary point of contact for builders until the homeowner occupies the residence, providing ongoing support, resolving concerns, and ensuring a smooth transition during this phase.
• Collaborate with internal teams, including schedulers, project coordinators, and installation managers, to integrate workflow steps with broader processes such as recovery services and warranty management.
• Document all activities in systems like Salesforce (SF) and Company Cam, tagging relevant stakeholders for pass/fail statuses and follow-up actions.
• Adhere to company policies, including accurate coding of mixed installation types and compliance with inspection protocols to support reporting and customer service objectives.