Purchasing Assistant

Overview

Assist with vendor quotes, PO creation, and training staff in call-to-cash process.

Key Responsibilities

• quote management
• po creation
• tps management
• data entry
• customer interaction
• process improvement

Tasks

-Manage follow up appointments. -Ensure PM pull through quotes are completed. -Create PO’s and place orders while organizing transportation and follow the shipment to delivery. -Review all open calls. -Data entry for accurately processing invoices and payment runs. -Create and track approval or rejection of quotes via third party website daily. -Communicate with dispatch on open calls. -Evaluate staff performance and provide feedback to managers. -Manage third party system (TPS) quotes rejections and approvals. -Interface with technician supervisors on any issues relating to quotes. -Receive calls from customers and obtain and review customer documentation for accuracy, completeness, and exactness. -Ensure continual customer interaction thru TPS, email, and verbal communication. -Create after the fact quotes and submit for approval. -Ensure continual improvement of quoting process. -Facilitate individual and group meetings to solve problems and implement improvements.

Requirements

• hvac/r
• high school
• 1+ year
• computer
• kpi
• self-motivated

What You Bring

-Ability to work independently, multi-task and prioritize tasks with strict deadlines. -High school diploma or general education degree. -Self-motivated and works well with others. -Knowledgeable of training materials, user guides, SOP’s, and using them to improve team members performance. -HVAC/R industry knowledge or experience preferred. -Familiar with the overall call to cash process. -Good Computer proficiency. -Knowledgeable of company KPI’s and dashboards to articulate the financial impact of their team’s performance. -One or more years of experience as a quoter or expeditor in the HVAC/R industry a plus. -Self-motivated and work well with others. -Able to assist with building training materials and feedback to adjust materials accordingly to improve the overall call to cash process. -15% travel required. -Demonstrates time management skills. -Capable of working with cross functional teams to meet internal and external KPI’s. -Strong organizational and communication skills. -Good customer service/phone skills and flexibility for handling a wide range of activities. -Proficient with all aspects of the complete to closed portion of the process.

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Benefits

-Extended work hours and on-call weekends during the summer.

About Refrigeration Unlimited Llc

-Began as a commercial refrigeration contractor and grew steadily across the western U.S. -Delivers full-service solutions from design through installation and maintenance. -Expanded into HVAC systems, energy management systems, high-voltage electrical work, industrial refrigeration, and general contracting. -Typical projects range from small grocery marts to large customized supermarkets, with clients including Safeway, Whole Foods, Albertsons, and regional chains. -Operates a 24/7 emergency service team to minimize downtime for mission-critical refrigeration systems. -Mastered adjacent trades like EMS controls and general contracting to meet evolving customer needs.

Sector Specialisms