Commercial Project Coordinator
Location: Â Rosemont, IL. (Culligan Corporate) - Hybrid
Reports to: Â Customer Experience & Inside Sales Manager
Position Overview:  Zip Water North America is seeking a Commercial Project Specialist  to support our growing commercial strategy as we scale in the North American market. This role is a key operational and project support partner for our commercial sales team focused on lead management, CRM optimization, quoting support, and driving pipeline execution.
Key Responsibilities
Commercial Lead Management & Commercial Launch Support
- Own inbound commercial leads across platforms (AEC Daily, Construct Connect)
- Qualify leads, enrich project data, and assign opportunities to BDMs through Salesforce.
- Support field sales by maintaining clean, complete, and actionable records in CRM.
- Coordinate first-stage touchpoints (e.g., product documentation, CEU follow-ups, technical Q&A).
Project Management & Commercial Execution
- Act as the internal project manager across all commercial opportunities
- Develop timely and accurate quotes in alignment with Zip pricing structure and project specs.
- Create professional proposal packages including branded collateral, spec sheets, and compliance documentation.
- Manage and update a centralized library of templates, submittals, and branded materials.
- Coordinate across sales, operations, and product teams to ensure project needs are supported.
Quoting and Proposal Development
- Develop accurate, timely quotes aligned with pricing structure and project scope.
- Create professional proposal packages (submittals, spec sheets, compliance documents)
- Maintain and manage standardized templates and documentation.
CRM Administration (Salesforce)
- Maintain up-to-date and accurate tracking of all commercial opportunities within Salesforce.
- Manage CRM workflows and alerts to support active project progress.
- Generate reporting and opportunity summaries for leadership and sales teams.
Sales Enablement
- Act as an operational extension of the Business Development Managers.
- Support quoting, follow-ups, documentation, and technical requests.
- Track engagement across active opportunities and ensure timely follow through at each stage.
- Provide guidance and tools to support specification, procurement, and installation processes.
Post-Quote Execution
- Transition projects from sales to execution following quote approval
- Coordinate logistics, delivery timelines, and installation readiness
- Partner with service teams to ensure successful implementation
Customer Service Team Support
- Support customer service team with inbound sales calls as needed
Growth Path & Future Scope
As Zip Water NAâs commercial business expands, this role will evolve into a core function within a Customer Development team focused on.
- Scaling the commercial customer journey from prospecting through fulfillment
- Driving process consistency, CRM Workflows, and quote pipeline visibility
- Increasing sales efficiency and conversion rates through operational excellence
Required Skills & Experience
- 3â5 years in project management, sales operations, or commercial support roles.
- Experience using lead platforms like Construct Connect,  Dodge , or similar.
- CRM expertise, preferably Salesforce , including workflows and reporting.
- Strong quoting, proposal development, and documentation skills.
- High proficiency with Microsoft Office (Excel, Word, PowerPoint).
- Excellent organizational and communication abilities.
Preferred Qualifications
- Experience in building products, commercial construction, or water technology industries.
- Familiarity with construction bidding, compliance documentation, and project lifecycle.
Core Competencies
- Ownership mindset and process discipline
- Strong attention to detail
- Proactive, solution-oriented mindset.
- Ability to operate in a fast-paced, high-growth environment.
- Collaborative and communicative across all business functions and levels.
About Zip Water North America  - Zip Water is a global leader in advanced drinking water systems, delivering instant boiling, chilled, and sparkling water through our award-winning Multi-Function Tap (MFT)  technology. As part of the Culligan family of brands, weâre rapidly expanding across North America with a mission to redefine hydration in commercial and residential spaces.
Learn more at us.zipwater.com
âââââââ We offer competitive compensation including base plus bonus & benefits including:Â Medical, Dental, Vision, Life Insurance, Disability, 401(k), Parental Leave, PTO, Additional voluntary benefits.
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