Patterson Pope Inc

Role Description The Project Planner is responsible for the end-to-end execution of project planning deliverables, including design, application support, quality control, and order preparation across all represented product lines. This role performs the hands-on technical and production work required to move opportunities from pre-quote through order readiness. - Project Design & Technical Execution - Produce drawings, layouts, renderings, and plans using CET Designer, AutoCAD, Revit, SketchUp, and other required tools - Design solutions for office, warehouse, healthcare, military, and workplace environments - Evaluate space constraints, user experience, product capability, and constructability - Read and interpret architectural drawings, blueprints, and specifications - Revise drawings and designs based on customer, sales, vendor, or internal feedback - Support complex system upgrades, relocations, and reconfigurations - Product & Application Support - Serve as subject-matter expert on product applications, configurations, and limitations - Assist Sales during pre-planning and pre-quote stages to reduce revisions and delays - Provide guidance on product selection, logistics, installation considerations, and sequencing - Act as liaison with external vendors to obtain technical data and application clarification - Support specialty product lines including mobile shelving, modular millwork, lockers, interior systems, and storage solutions - Sales & Internal Collaboration - Confer with Sales to gather requirements, clarify scope, and support project strategy - Attend project meetings to gain deeper understanding of customer needs - Communicate proactively regarding missing information, risks, or constraints - Coordinate with pricing, operations, and installation teams as required Qualifications - Bachelor’s degree or equivalent experience in design, engineering, or space planning - Strong experience with CET Designer, AutoCAD, Revit, and related software - High attention to detail and ability to manage multiple projects simultaneously - Strong math skills (geometry, measurements, pricing calculations) - Experience in a sales-driven, project-based environment - Proficiency in Excel and CRM systems - Ability to work independently and meet deadlines - Microsoft Excel and Adobe Product Suite experience a plus - Must have strong attention to detail - Must have the ability to manage a large workload on a consistent basis - Must have the ability to work well with others - Experience with SalesForce software a plus Requirements - Education/Experience: Bachelor’s degree or equivalent from two-year college or technical school; or six months to one-year related experience and/or training; or equivalent combination of education and experience - Language Ability: Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization - Math Ability: Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations - Reasoning Ability: Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables - Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate - Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 50 pounds. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle or feel; reach with hands and arms and talk or hear. The employee is occasionally required to climb or balance, stand, walk and stoop, kneel or crouch. The employee needs to be able to identify and distinguish colors Benefits - Medical Insurance - Dental Insurance - Vision Insurance - Company-paid Life and Accidental Death & Dismemberment Insurance - Option to buy Additional Life Insurance coverage for yourself and your dependents - Short Term Disability Insurance - Long Term Disability Insurance - Flexible Spending Accounts (FSA) - Employee Assistance Program (EAP) - 401k - Paid Time Off - Paid holidays - ESOP

Role Description The Pricing & Sales Support Specialist plays a critical role in coordinating the company’s sales and project execution functions through the entirety of the sales cycle. This position facilitates the operational bridge between account executives, planners, vendors, customers, and internal teams to ensure proposed solutions are accurate and complete and projects are aligned with customer expectations, vendor capabilities, and internal standards. - Generate and manage purchase orders for installation, freight, rigging, and vendor services at the time of order. - Provide special pricing quotes during the quoting process to support Sales and Inside Sales. - Verify costs for labor, freight, delivery, and vendor services using company tools and spreadsheets. - Collaborate with Sales and Inside Sales teams to ensure quotes align with project requirements. - Ensure cost analyses meet departmental standards prior to release. - Maintain organized records of vendor quotes and special pricing agreements. - Handle non-standard quote requests by sourcing and providing actual operational cost quotes when required. - Provide feedback on recurring cost or pricing issues and suggest process improvements. - Manage multiple requests simultaneously while maintaining accuracy and timeliness. - Perform additional responsibilities related to General Contractor (GC) work as required. - Handle softgoods quote requests and manage the processes involved for softgoods orders. - Coordinate with vendors and internal teams to ensure accurate operational cost coverage on all projects. - Other duties may be assigned. Qualifications - Associate’s Degree or equivalent work experience required. - Minimum of 2–3 years of experience in cost analysis, estimating, pricing, or a related field. - Strong knowledge of installation, freight, and rigging cost drivers preferred. - Excellent mathematical skills, including markup, profit margin, and cost allocation. - Proficiency with MS Office Suite (particularly Excel). - Experience with HubSpot or similar CRM software preferred. - Strong attention to detail and organizational skills. - Ability to work independently and communicate effectively across Sales and Inside Sales teams. - Ability to read and interpret documents such as contracts, safety rules, operating and maintenance instructions, and procedure manuals. - Ability to write routine reports and correspondence. - Ability to speak effectively before groups of employees or customers. - Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. - Ability to apply concepts of basic algebra and geometry. - Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. - Ability to interpret a variety of instructions furnished in written oral, diagram, or schedule form. Requirements - The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. - While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. - The employee is occasionally required to climb or balance. - The employee is occasionally required to stand, stoop, kneel or crouch. - The employee is frequently required to walk. Benefits - Medical Insurance - Dental Insurance - Vision Insurance - Company-paid Life and Accidental Death & Dismemberment Insurance - Option to buy Additional Life Insurance coverage for yourself and your dependents - Short Term Disability Insurance - Long Term Disability Insurance - Flexible Spending Accounts (FSA) - Employee Assistance Program (EAP) - 401k - Paid Time Off - Paid holidays - ESOP