· Create and manage customer information in the company’s ERP business system
· Support customer visits onsite and offsite occasionally
· Provide project status updates and serve as liaison between operations and customer for updates regarding deliveries, customer service issues, etc.
The ISR is solely responsible for the generation of proposals.
During the proposal process ISR serves as liaison between customer and operations for any commercial and/or technical clarification.
Utilize CRM system to communicate details of opportunities with the ASM and integrate with quotes from the ERP system.
As part of this position, you play a crucial role in the financial management of projects and will be responsible for monitoring and reviewing the project financials to ensure accuracy and approve final invoicing.
· Responsible for executing the proposal generation process within the ERP business system
· Revise or create proposals based upon inspection results or other in-process workscope changes
· Ensure all proposals are reviewed per Sulzer’s internal delegation of authority and create
Margin Summary Review sheet
· Manage the storage / archiving of the proposals and related information
Project/Commercial Management
The ISR is responsible for facilitating the completion of projects from the point of purchase order receipt to final invoice approval.
· Manage the receipt, review and processing of all purchase orders associated with their assigned ASM’s and business units.
· Manage the release of all project scopes and project hand-offs to the operations group(s).
· Coordinate and manage as needed the resolution of project issues, questions, and concerns.
· Facilitate communications between the customer, ASM and operations group.
· Perform invoice review and proforma approval.
Quality / Continuous Improvement
The ISR is responsible for supporting the companies Quality / Lean initiatives to improve and add value to our customer’s experience.
· Develop and maintain skills and procedures required for the generation of the highest quality proposals.
· Support operations quality improvements.
QESH (Quality, Environmental, Safety and Health)
The company is committed to having a zero accident workplace and that requires the involvement of all employees.
ISRs are committed to following and complying with Sulzer’s QESH regulations.
· Takes personal responsibility for their own, and co-worker’s safety.
· Identify problems and areas of improvement and notify management accordingly.
· Ensure customer visitors have received the required safety induction, are properly signed in and have the required PPE while on shop visits.