Position Summary:
The Senior Project Manager is accountable for coordinating and managing clients’ projects through all phases of laboratory operations, including project set-up and maintenance, login review, communication of analytical issues, client account maintenance, reporting, invoicing, bottle orders, client pickups, and identification of work share facilities. The Senior Project Manager role fosters and develops client relationships in support of the laboratory mission.
Essential Duties and Responsibilities:
Project set-up
- Project review in LIMS
- Sets up project
- Adds any project notes (special reporting and invoicing instructions, etc.)
- Reviews project documentation (permits, SOW, QAPP, and purchase/task orders)
- Adds any project documentation to central repository (permits, SOW, QAPP, and purchase/task orders)
- Sets up client for MyEDL
- Manages purchase orders, task orders, contracts, and change order requests
- Verifies that lab compound lists and limits meet project requirements for new projects not quoted
- Adds any project specific limits/lists to LIMS
- Deliverable assignment and delivery route
- For new projects not quoted, confirms that EDD format is available (deliverable assignment and delivery route). Submits a helpdesk ticket for any new formats needed.
- Communicates project details to operations
- Initiates project kick off call with client and pertinent staff, if needed
- Engages workshare labs, service centers, and non-Eurofins Environment Testing America locations as needed for new projects not quoted
- Works with operations to ensure adequate capacity for incoming work (forecasting)
- Provides updates to operations on upcoming work
- Familiarity with state and national program requirements as it pertains to work mix
- Create bottle orders
- Schedules courier or field sampler, if needed
- Verifies that lab certification meets project requirements
- Verifies that lab compound lists and limits meet project requirements
- For new quotes confirms that EDD format is available (delivery assignment and delivery route). If a new format is needed, submits a helpdesk ticket
Sample Receipt
- Communicates any issues to clients for duration of project
- Manages incoming work for Rush and short holds
- Reviews log-in
- Resolves log-in issues with client Informs client of any log-in discrepancies
- Sends client sample receipt confirmation
- Reviews draft invoice
- Confirms that any client needed information (purchase order, project number, etc.) is recorded in LIMS for invoicing
Reporting
- Client specific report requirements
- Reviews job list daily and manages due dates
- Communicates any expected delays to clients before the job due date
- Confirms correct report format and EDD format is used
- Creates and issues final report by client due date
- Issues final data packages
- State reporting forms and submission
- DMR forms
- EDD checkers
- Data upload
Invoicing
- Sets up delivery route
- Reviews final invoice before issuing to client
- Generates credit/debit memos as needed
- Submits credit/debit memos for approval
- Submits approved credit/debit memos to client, if needed
- Submits revised invoices
- Initiates follow up calls to confirm correct invoicing
- Works with collections on A/R follow up
Client set-up
- Takes new quote requests from clients
- Reviews client contract requirements
- Reviews purchase orders
- Submits purchase orders for approval and returns approved orders to client
- Follows up on client terms and credit limit
Account Maintenance
- Follow up calls and visits with clients
- Submits client complaints and participates in corrective action/follow-up as needed
- Communicates client issues/complaints to sales
- Follows up on client requests
- Provides technical support as needed
- Uses company resources to follow up on client requests
- Familiarity with company capabilities and key contacts
- Forward opportunities and leads to sales
Quotes & Proposals
- Initiates project QAPP review with operations, QA, and subcontract labs as needed
- Initiates technical support from operations as needed (special requests, method development, technical review, etc.)
- Quote generation and approvals
- Reviews client quote requests for capabilities, certifications, scope
- Confirms client contracts (if applicable) and pricing
- Determines lab placement for the work Confirms that lab certification meets project requirements
- Confirms that lab compound lists and limits meet project requirements
- Creates quotes
- Submits quotes for approval
- Sends quotes to client
- Provides QAPP / SOW information to the client as needed
- Updates status in LIMS
- Account maintenance
- Supports the follow up of quotes/bids for tracking purposes
Additional duties as assigned
Role is full time first shift, M-F 8am-5pm, with additional hours as needed.