Intake Specialist

• Follow safe work practices and company and client worksite safety policies and procedures
• Orchestrate the intake/onboarding sequence upon receiving Award Notices
• Track pending project leadership assignments and executive reviews before final setups
• Audit won estimates for completeness and validate project information, scope, and parameters against contractual agreements
• Compile and generate formal Project Setup Forms using validated estimate metrics and project data
• Push approved project estimates into Procore to establish baseline project budgets
• Validate and audit cost codes across platforms for synchronization between accounting structure and field tracking
• Submit validated Project Setup Forms to the corporate Job Setup Team for execution in NetSuite
• Lock budgets and cost codes across Procore and NetSuite to prevent billing discrepancies
• Cross-train on Tier-1 Procore Support Specialist functions, including user provisioning, basic troubleshooting, and tool access
• Provide temporary Procore platform administration coverage during teammate absences
• Collaborate with Account Executives, Project Teams, and the central Job Setup Team to expedite sales-to-operations transitions

Explore Project Intake Specialist at E2 Optics. Review requirements and application details.