Job Description

The Project Manager I (PM I) 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 PM I 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 Total Access

 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 work share labs, service centers, and non-Eurofins Environment Testing

 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

 Confirms non-Eurofins Environment Testing America subcontract labs are on the

approved list and set-up as vendors for new work

 Confirms non-Eurofins Environment Testing America subcontract labs are on the

approved list and set-up as vendors for existing work

 Initiates approval process for any subcontract labs not on the approved list

 Generates subcontract paperwork

 Generates accounting software requisition when sending subcontract samples

 Verifies that lab certification meets project requirements

 Verifies that lab compound lists and limits meet project requirements for new quotes

 For new quotes confirms that EDD format is available (delivery assignment and delivery

route). If a new format is needed, submits

 For new quotes confirms that EDD format is available (delivery assignment and delivery

route). If a new format is needed, submits a helpdesk ticket

 Engages work share labs, service centers, and non-Eurofins Environment Testing

America locations as needed for new quotes

 Provides supporting documentation to client as needed (contact list, bottle table with

preservation, etc.)

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

 Sets samples to “available” after review

 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 any data anomalies (filtered > dissolved, deviations from historicals, etc.) with

operations before submitting to client

 Reviews reports and EDDS before issuing to the client

 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

 Compiles case narratives

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

 Regular review of A/R status

Client set-up

 Work with CSM to communicate lab capabilities to the client

 Requests new client review

 Confirms sales assignments with BDMs and notifies assigned AE/BDM

 Takes new quote requests from clients

 Reviews client contract requirements / coordinates review with CSM, LD, etc.

 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

 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

 Forecasts upcoming work

 Asks for the next opportunity

 Area of responsibility (air, regulations, etc.)

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

 Forecasts quotes

 Provides QAPP/SOW information to the client as needed

 Updates status in LIMS

Account maintenance

 Submits client complaints and participates in correction action / follow up as needed

 Communicates client issues/complaints to sales

 Follows up on client requests

 Supports the follow up of quotes/bids for tracking purposes