Key Facts

Remote From:

Full time

Mid-level (2-5 years)

English

Hard Skills

Salesforce Fleet Management Telematics Invoicing Digital File Management Patient Education And Counseling Calendar Management Vendor Management Project Management Advanced Installer Order Management Resource Allocation Continuous Improvement Process Cross-Functional Collaboration Customer Centricity

Other Skills

•
Microsoft Office
•
Time Management
•
Organizational Skills
•
Detail Oriented
•
Verbal Communication Skills
•
Self-Motivation
•
Problem Solving

Roles & Responsibilities

Minimum 2+ years working as a service scheduler.
Background in Salesforce is a MUST.
Strong organizational skills and attention to detail, with the ability to manage multiple priorities and deadlines effectively.
Excellent communication skills, both verbal and written, with the ability to interact professionally with customers and internal stakeholders.

Requirements:

Coordinate the scheduling and dispatch of field installation technicians across the United States and manage resource allocation for efficient project execution.
Maintain strong relationships with installation partners and coordinate with customers to confirm appointment times and address scheduling conflicts.
Administer completion documentation, invoicing, and purchase order creation in accordance with company procedures; maintain accurate service records.
Collaborate with internal teams (customer support, sales, and technical departments) to ensure seamless coordination of field service activities and identify opportunities for process improvements.

Job description

About the Role

Our Field Service Planner will coordinate and optimize field service activities to support Sales, Engineering and Operational efforts across the United States. This is a great fit for a highly organized person with practical knowledge of fleet operations, telematics and installation activities. The role will require a high-level planning ability and a customer-focused approach, with great attention to timelines and detail.

What You’ll Do

Coordinate the scheduling and dispatch of field installation technicians for jobs across the United States.
Manage resource allocation to ensure optimal utilization and efficient project execution.
Cultivate and maintain strong relationships with installation partners to ensure timely delivery of services.
Coordinate with customers to confirm appointment times, provide updates on technician availability, and address any scheduling conflicts or issues that may arise.
Administer completion documentation and manage related processes efficiently.
Handle invoicing and purchase order creation in accordance with company procedures.
Communicate effectively with internal stakeholders to provide updates on project status and address any issues or concerns.
Interact with customers to understand their requirements, address questions, and ensure a high level of customer satisfaction.
Communicate effectively with field service technicians to provide clear instructions, relay customer requirements, and confirm the completion of service tasks.
Maintain accurate records of service activities, including scheduling details, installer availability and customer communication(s).
Collaborate with internal teams, including customer support, sales, and technical departments, to ensure seamless coordination of field service activities.
Identify opportunities to improve scheduling processes, streamline operations, and enhance customer satisfaction.

Qualifications/Experience

Minimum 2+ years working as a service scheduler. Background in Salesforce is a MUST.
Strong organizational skills and attention to detail, with the ability to manage multiple priorities and deadlines effectively.
Excellent communication skills, both verbal and written, with the ability to interact professionally with customers and internal stakeholders.
Proficiency in scheduling software or tools, as well as Microsoft Office applications.
Ability to work independently with minimal supervision and thrive in a fast-paced, dynamic environment.

***Competitive compensation, 401K, medical, vision and dental benefits

Ready to apply?

APPLY

Share ·