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
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