Client Services | Project Manager

As part of our Client Services department, the project management position works as a team leader between our Client Advisor, Design, Support, and Field Services departments to ensure the successful completion of all projects. Meet with Client Advisor and client to identify and define project requirements. Prepare budget estimates and visual packages.Receive and review final product specifications and drawings from design.Create quotes for orders,.Request client completion of new customer link for orders.Obtain and communicate signed proposal, customer purchase order, or email from client as well as signed drawings approving order for purchase.Set clear expectations for tasks and action-items for each team member responsible.Create scope of work and obtain installation quote.Create service or labor proposals when requested by client.Check all order codes, finishes, and verify the installation quote.Send order and project notes via task in Core to Client Services Support to process.Research and resolve acknowledgement discrepancies.Collaborate closely with Client Service Support to update Client on shipment dates and project progress.Approve add on lines for additional costs.Perform on-site visits to inspect job sites for accuracy, verify critical dimensions, and perform job site analysis. Contact client to coordinate installation/delivery date for orders.Create status sheet reports according to client requests.Obtain critical project details from design including power plans, hold-to dimensions, and permit drawings to be submitted to the appropriate trade.Confirm product received in time for installation.Schedule and conduct pre-installation meeting, a minimum of two weeks prior to installation.Check installation progress on-site in conjunction with Field Services.Troubleshoot on-site installation issues as they arise and determine solution.Perform punch walkthrough with Field Services, create punch report, and determine responsibility.Create orders or add on lines to address punch items.File warranty claims with manufacturers, as needed. Experience with office furniture dealers or manufacturers is preferred.