C & I Sales Coordinator

Benefits:

• 401(k)
• 401(k) matching
• Bonus based on performance
• Competitive salary
• Dental insurance
• Health insurance
• Paid time off
• Training & development
• Vision insurance

We Offer

• Medical insurance
• Dental Insurance
• Vision insurance
• 401K retirement with company match
• Vacation, paid time off
• Bonuses offered
• Company-provided workwear, cell phone, tablet
• Company-paid sales training
• Additional Culligan Corporate Subject Matter Expert training offered
• Employee discounts for Culligan in-home products
• Additional perks are also available

Specific Job Function:

• Customer Setup & Coordination
• Set up new commercial customers in the system, ensuring all required information is accurately captured.
• Work closely with sales, operations, and finance teams to facilitate a smooth onboarding process for commercial accounts.
• Installation Coordination:
• Schedule and coordinate installations and Service for new commercial projects, ensuring alignment with internal teams and external vendors.
• Communicate installation timelines and requirements with customers and field service teams.
• Monitor installation progress and address any issues or delays as they arise.
• Equipment Ordering & Logistics:
• Relay Job Package and equipment details to be ordered by branch for commercial projects based on project specifications and requirements.
• Track equipment shipments, confirm deliveries, and coordinate with service teams to ensure availability for installations.
• Billing & Progress Payments:
• Set up Progressive Payments individual projects. Generate and process invoices for commercial projects, ensuring accuracy and compliance with contractual agreements.
• Manage progress billing for large-scale commercial installations, tracking payment milestones and issuing invoices accordingly.
• Coordinate with customers and internal teams to resolve billing discrepancies and ensure timely payments.
• Maintain accurate records of all billing transactions and customer accounts.

Qualifications

• Education & Experience:
• High school diploma required. Associate’s or Bachelor’s degree in Business, Finance, Accounting, or a related field preferred.
• 2+ years of experience in commercial billing, customer account management, or a related role.
• Experience in project coordination or commercial installations is a plus.
• Technical & Functional Skills:
• Proficiency in billing systems, ERP software (e.g., IFS, SAP, or similar), and Microsoft Office Suite.
• Strong organizational and problem-solving skills with the ability to manage multiple projects simultaneously.
• Knowledge of progress billing and commercial project invoicing processes.
• Familiarity with commercial service agreements, equipment procurement, and job costing is preferred.
• Soft Skills:
• Excellent communication and interpersonal skills for coordinating with internal teams and external customers.
• Strong attention to detail and accuracy in billing and data management.

About Culligan As the world’s leading water experts, we are dedicated to delivering high-quality water solutions to residential, commercial, and industrial customers. Headquartered in Rosemont, Illinois, Culligan International offers technologically advanced, state-of-the-art water filtration products, including water softeners, water filtration systems, industrial water treatment solutions, drinking water systems, and whole-house filtration systems.