Project Intake Specialist

This is a fully remote position, open to applicants in Colorado.

📋 Description

• Adhere to safe work practices as well as the safety policies and procedures of both the company and client work sites.

• Coordinate the intake and onboarding process upon the receipt of Award Notices.

• Monitor outstanding project leadership assignments and executive reviews prior to final setups.

• Review successful estimates for completeness and verify project details, scope, and parameters against contractual agreements.

• Compile and create formal Project Setup Forms utilizing validated estimate metrics and project information.

• Input approved project estimates into Procore to establish baseline project budgets.

• Validate and audit cost codes across various platforms to ensure alignment between accounting structures and field tracking.

• Submit verified Project Setup Forms to the corporate Job Setup Team for processing in NetSuite.

• Lock budgets and cost codes in both Procore and NetSuite to avoid billing discrepancies.

• Cross-train on Tier-1 Procore Support Specialist responsibilities, including user provisioning, basic troubleshooting, and tool access.

• Provide temporary Procore platform administration support during colleague absences.

• Collaborate with Account Executives, Project Teams, and the central Job Setup Team to facilitate a smooth transition from sales to operations.

⛳️ Requirements

• High school diploma or GED is mandatory.

• A degree or coursework in Construction Management, Business Administration, or a related field (or equivalent experience) is preferred.

• Procore Certification(s) (e.g., Procore Certified: Associate, Core Tools) is preferred but can be obtained after hire.

• At least 1 year of experience using Procore in an operational role is preferred but not essential.

• Experience in construction estimating, costing, budgeting, or related project financial workflows is preferred.

• A background in business technology, software support, database management, or general platform administration is desirable.

• Basic data entry or database management experience is required.

• Exceptional accuracy in data transfer, cost code mapping, and validation of multi-line item budgets is necessary.

• Ability to strictly adhere to sequential workflows while ensuring data integrity.

• Professional diplomacy is required when addressing incomplete project information from Sales or Project leadership.

• Ability to identify discrepancies, confirm accuracy, and uphold high-quality standards across detailed project documentation and system records.

• Willingness and ability to travel as needed by E2 Optics.

• Capability to sit, use hands and arms, communicate verbally, stand and walk, lift/move up to 40 pounds, carry and climb ladders up to 20 feet, operate scissor lifts, telehandlers, boom lifts, and UTVs if necessary, and work in tight and confined spaces.

🏝️ Benefits

• Competitive salary.

• Opportunities for professional development and career advancement.

• Access to BICSI training facilities.

• A supportive and inclusive work atmosphere.

• Health, dental, and vision insurance coverage.

• Paid time off and holidays.