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Resource Planner I

Key Facts

Remote From: 
Full time
English

Other Skills

  • •
    Communication
  • •
    Adaptability
  • •
    Time Management
  • •
    Teamwork
  • •
    Customer Service
  • •
    Detail Oriented
  • •
    Problem Solving

Roles & Responsibilities

  • Experience in scheduling/dispatching or resource planning in a field service environment
  • Proficiency with Salesforce and ServiceMax (entering client data and managing work orders)
  • Strong communication and coordination skills with healthcare clients and cross-functional teams
  • Ability to monitor dashboards, manage parts orders, and ensure timely service delivery in line with SLAs

Requirements:

  • Schedule and coordinate field service engineers' calendars, vendor services, and parts delivery to meet SLA requirements
  • Contact healthcare customers to confirm inventory and schedule onsite services; update client data in Salesforce/ServiceMax
  • Dispatch work orders in EMSAR and Salesforce/ServiceMax; track parts and monitor dashboards to take corrective action
  • Perform daily check-ins with technicians to confirm work orders, contacts, travel arrangements, and ensure timely closure of work orders

Job description

 We are looking for a Resource Planner that is responsible for scheduling services for customers through the coordination of the field service engineer’s schedule and parts delivery/availability.  To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to assist individuals with disabilities to perform these essential functions.

What you’ll be up to:

  • Contact customers in the healthcare sector to confirm inventory and schedule onsite services
  • Coordinate work planning and scheduling across multi-functional work team and client contacts in accordance with established processes and procedures 
  • Deliver effective and efficient planning in line with business objectives and obligations.
  • Review field service engineer’s existing schedule
  • Enter client data into SalesForce/ServiceMax
  • Ordering and tracking parts for onsite services
  • Dispatch work orders as requested to field service engineers in EMSAR and client’s SalesForce/ServiceMax systems
  • Coordinate scheduling of services provided by vendors and on-site team(s) 
  • Monitor electronic dashboards and take action as needed.
  • Work with operations teams to ensure work is being completed within client required timeframe (SLA/contractual obligations)
  • Work closely with field management and field service engineers to ensure calendars are full and accurate.
  • Daily check-ins with assigned Technicians to ensure they have necessary work orders, contacts, travel arrangements, and parts
  • Timely review and closure of work orders 
  • Performs additional duties as needed and/or assigned by supervisor/manager 

     

 

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