Opportunity Coordinator - Labs and Testing

Maintain a tracking sheet of Lab and Testing Department contracts to ensure the correct customer profile (i.e., account ID) is used in Salesforce.

Manage opportunities in Salesforce from initiation to set-up in Team Center, ensuring each stage is approved in a timely manner: Identify the correct customer legal entity and applicable contracting requirements (Short Form Agreement, Tier II, Framework Agreement/Master Service Agreement) Set-up and complete the Opportunity Risk Assessment. Build a quote based on the proposal cost details (i.e., procalc), as depicted by the Project Manager (PM). Ensure the project team is added to Salesforce and the PM is moved to the lead role in Salesforce once the opportunity is moved to Team Center. Review customer PO to ensure all necessary proposal and contractual requirements are accurate. Lead the communication to the customer for any POs requiring changes or updates to achieve agreement between the PO and Opportunity information. Upload signed/authorized PO to Salesforce once review/update process is complete and change the opportunity to “closed/won” and push to Team Center.

Identify the correct customer legal entity and applicable contracting requirements (Short Form Agreement, Tier II, Framework Agreement/Master Service Agreement)

Set-up and complete the Opportunity Risk Assessment.

Build a quote based on the proposal cost details (i.e., procalc), as depicted by the Project Manager (PM).

Ensure the project team is added to Salesforce and the PM is moved to the lead role in Salesforce once the opportunity is moved to Team Center.

Review customer PO to ensure all necessary proposal and contractual requirements are accurate.

Lead the communication to the customer for any POs requiring changes or updates to achieve agreement between the PO and Opportunity information.

Upload signed/authorized PO to Salesforce once review/update process is complete and change the opportunity to “closed/won” and push to Team Center.

Coordinate with regional Proposal and Opportunity development teams to align best practices, processes, and templates.

Support Opportunity/Proposal Owner with proposal development activities.