WilsonHCG

Responsibilities:

• iW Workbook/Quote Preparation: Prepare and manage iW Workbooks and quotes for customer projects, ensuring accurate and timely delivery. 
• iW Project Contact Updates: Regularly update and maintain contact information for iW projects to ensure smooth communication and collaboration among all stakeholders. 
•  iW Change Order Management: Handle and track all  project change orders, ensuring proper documentation, approvals, and processing. 
•  Operations Support – Contract Renewals and Validation: Manage contract renewals for iW/PPG/ItemPath, and other related software/support contracts. Ensure the timely initiation and completion of contract renewals. 
• Validate contracts to ensure compliance with company policies, guidelines, and any legal requirements before processing. 
•  Working closely with the Professional Services team, develop accurate and competitive quotes for professional services based on client needs, project scope, and service offerings.
•  Sales Support ,CRM Management: Oversee and maintain the Customer Relationship Management (CRM) system for the Automation Sales team, ensuring that all customer information is up to date and relevant to the sales process. 
• Sales Reporting: Generate and manage regular sales reports, analyzing performance and identifying trends to inform business strategy.

Qualifications:

•  Proven experience in sales administration, project management, or similar roles. 
•  Strong proficiency in CRM systems (e.g., Dynamics 365, Salesforce) and Microsoft Office Suite (Excel, Word, PowerPoint). 
•  Experience with contract management and preparation. 
•  Excellent attention to detail and organizational skills.  Ability to manage multiple tasks and deadlines in a fast-paced environment.
•  Strong communication skills, both written and verbal. Knowledge of iW/PPG/ItemPath or similar tools is a plus. 
• Ability to work independently and collaboratively within a team environment.

Education & Experience: 

• High school/College diploma. 

• 2-3 years of experience in a related role, preferably within a project management, sales, or administrative function.

All interested applicants who meet the qualifications listed above are invited to submit a resume by clicking "Apply Now".