Project & Procurement Manager
10 days ago
Modesto
Job Description The overall responsibility of the Project/Procurement Manager is to over-see company wide sales and project management. Individual should be reliable, dependable and accountable on day to day activity and communications, ensuring coverage and follow-up in case of sickness, PTO/Vacation and out of office. Ensuring everything from project management, field technician scheduling and dispatch, all inbound and outbound customer sales communications, vendor relations and follow-ups as well as project and procurement readiness and availability. Work cohesively with field technical staff, customers, vendors and act as a liaison between them to make sure that everything is well communicated. Project/Procurement manager must be extremely detail oriented, be able to multi-task multiple calls, emails and communications simultaneously, take notes, have well written and oral communications skills and be aware of everything going on. Field Technician Responsibilities · Coordinate/Schedule - Field Technicians [Work with Support & Sales to consistently fill & populate field schedules based on internal sales & partner service/install (Vendor Support/Install) Requests. · Accountability - Hold Field Technicians accountable for arriving on time, leaving on time and re-scheduling follow up and additional work – Identify when field technicians are not getting work done properly, misusing company resources or time and escalate to management. Make sure that field technicians are entering time, closing tickets so that work can be completed and billed on time – Review Time and Tickets for Field Technicians. · Follow-Up - with Field Technicians to make sure they have product, orders, tools, and van supplies available to get the job done on time, effectively and efficiently. · Coordinating – Facilitate Hotels. Car Rentals, and Travel Accommodations. Work with vendors (to set prices, appointments, and make sure that pickups/drop-offs and deliveries are made in a timely manner) Partner Install/Repair (Vendor Support & Sales) Responsibilities · Coordinate & Project Manage – work with [VENDOR] Implementers (Project Managers) to schedule site surveys and Installations; making sure to clearly coordinate Pre-Requisite work (Backing, Electrical, Removal of Existing Units, Low Voltage) and who the responsible parties are. · [VENDOR]/Customer Accountability – make sure that the SITE IS READY for the day of installation. Getting all parties involved and being PROACTIVE in making sure that everyone is on the same page and there are no surprises when field technicians are on site. · Vendor Repairs – Manage all “In-Warranty” and “Out of Warranty” Requests for Vendor Systems, working to accommodate all In-Warranty Requests with their support team, and working with the customers directly to schedule out of warranty requests, go over pricing and expectations, cancellation fees and etc. · Follow-Up – Follow up with Implementers and Customers after installation has been completed, review any issues, action items, problems that occurred and involve the proper parties and escalate if needed. · Sales – work with [VENDOR] sales reps to “win over” install and sales, provide all accommodations, and follow-ups with them and make sure they are happy with our installs, repairs and customer interactions; Provide periodic calls/emails to check in and see if anything is needed or if we can help accommodate any of their needs. · Dispatch Portal - Manage the [VENDOR] Dispatch portal making sure the correct technician is scheduled, assigned the job and they fully complete – submit the SCR for billing. Holding them accountable for pictures, notes, FDA forms and over-all completeness of SCR. Scheduling Responsibilities · Scheduling – Working to fill and backfill schedule to achieve utmost production, minimal Field Technician downtime, making sure to schedule the correct location, and coordinating the date and time with customers, vendors, and partners and making follow-ups/reminder calls as needed/seen fit. · Work Description - Tickets need to have clear and concise ticket headings (include SCR if applicable) as well as have a line item/bullet point detailed list of what technicians is required to do in the ticket. IE where to install pc, what to install, applications, special instructions. · Rescheduling – First line of contact to reschedule with customers/vendors/in case of emergencies, employee sickness, and other unforeseen circumstances. Identify and communicate any delays in service to customers, management, and project team. · Follow-Up/Confirmation – Call Customers/Vendors/Partners to follow up and make sure we are still according to plan, re-iterate and confirm address, time, location. · Fleet Maintenance – Schedule/Accommodate and oversee Fleet/Van Maintenance Schedules accounting for Oil Changes, Tires, Brakes, Windows Cracks, and other Van Maintenance needs. Work to efficiently schedule these to allow maximum production and minimum field technician downtime. · Timing – Know, and establish a sense of timing for projects, installs, and visits. Which technicians may be stronger suited, how many are required onsite, and how long they need to be onsite, also accounting for delays and prolonged work. Having a backup plan in case thing don’t go as planned. Sales Responsibilities · Fielding Sales Calls – Field all incoming sales phone calls. Emails, and customer website inquiries. Creating Companies, gathering customer information, creating Tickets, Fielding Sales Questions and routing tickets to the appropriate person(s). · NFC IT Site Surveys – Explaining the site survey process, expectations, timelines, scheduling a field technician effectively (IE Bundling with other visits/projects) to avoid idle/lost time. · POC – Becoming a Point of Contact for Sales needs – Getting quotes from Sales team, Generating Entrusted Quotes (Renewals/Back-Up/Software Licensing) to customers and following up to make sure they have received them, reviewed them, and ultimately apply friendly pressure to have them executed and signed – this may require several calls/attempts. · Sales – Know and understand the products and services we sell/provide, informing the customers of why they need to purchase them, how it would help, and If need involving a support technician on a call to help provide answers to their questions to better make informed decision. (IE why our server is more expensive than a competitor, or firewall is more expensive) Procurement Responsibilities · Product – Know our products, what we sell, and have access to item sku numbers, data sheets and pricing sheets. Be knowledgeable and agile working to find proper substitutes if possible and making sure that we can meet timeline/deadlines. · Vendor Relations – Establish relations with product vendors, IE Dell Rep, D&H, Ingram Micro, TD SYNNEX and their Respective Reps assigned as well as specific vendor teams, IE Symantec, Sonicwall, Citrix, Microsoft, Etc. Work with vendors to get quotes on time, discounted pricing, and have time and delays on all orders. · Shipping – Be in the know, tracking where product/shipments are, delays, deliveries and follow up with customers to make sure that the product has arrived onsite prior to our team’s arrival. Express delays or issues to management and seek further instruction on how to handle. Be sure to let customers know of delays, backorders, shortages so that they are in the know and don’t have to call us to follow up. · Order Procurement – Push out approved orders, make sure they have reached the targeted vendor and work in tandem with A/R & Billing to make sure they are aware of the new order. · Follow-Through – Make sure that software/licensing that is procured gets to our proper team members, attaching to configs or tickets and making sure that they know they are available; making sure that software/licensing is available prior to commencement of a project/install. · Office/Van – Make sure that we have office and van stocked materials stocked for field technicians, making sure we have low voltage cable, plugs, bolts, patch cables, backing and frequently used materials to help save/maximize field technician time on site. Provide inventory and tracking for these supplies; re-order and restock as necessary and report purchases/inventory to billing. Additional Responsibilities · Checklists – Work with management to build and implement checklists for installs, projects, and vendor installs/repairs. Help hold person(s) accountable and make sure that scope of work is clear. This can tie in with work description and how to better the communication process in the work tickets. · Innovation – Find ways to better our processes, whether in ConnectWise, whether in how we do things, develop survey forms and processes, develop way to make team more efficient, fluid and accountable. Company DescriptionFounded in 2006, NetFusion Consulting Inc. began with a mission to help dental practices get a real return on their technology investments. Since then, we have remained dedicated to providing state-of-the-art IT support, and have shifted our specialization to the Dental Field. NetFusion Consulting Inc. has steadily grown to one of the largest Dental IT Companies in California. We specialize in full-service support providing Consulting, Design, Integration, Implementation, Installation, Support and Maintenance of our clients. This approach gives our clients "one" firm to work with for all of their needs. Our specialties include Practice Management Systems, Digital Imaging/X-Ray Software/Hardware Installation & Integration.Founded in 2006, NetFusion Consulting Inc. began with a mission to help dental practices get a real return on their technology investments. Since then, we have remained dedicated to providing state-of-the-art IT support, and have shifted our specialization to the Dental Field. NetFusion Consulting Inc. has steadily grown to one of the largest Dental IT Companies in California. We specialize in full-service support providing Consulting, Design, Integration, Implementation, Installation, Support and Maintenance of our clients. This approach gives our clients "one" firm to work with for all of their needs. Our specialties include Practice Management Systems, Digital Imaging/X-Ray Software/Hardware Installation & Integration.