Field Service Coordinator (Finance)

Summary:

This position coordinates Field Service activity including scheduling, invoicing and data entry.

Essential Duties and Responsibilities:

• Service Coordination
  • Verifies Sales Orders have allotted service money.
  • Confirms and coordinates all field service logistics with interested parties.
  • Verifies service fulfillment.
  • Reports status for service activity in Operations Meetings
  • Issue and track Purchase Orders for Service Partners.
  • Responsible for receiving the following documents thoroughly completed.
    • Pre Start-Up Request Checklist.
    • Start-Up Checklist
    • Service Tickets/Field Reports
    • Invoice with Purchase Order Number (if applicable).
  • Works with Sales Reps via telephone & emails to ensure prompt and accurate support.
  • Proactively interface with techs regarding job status and location
  • Provide technician scheduling details
  • Coordinate Technician Parts and Technical Info Requests

• Data Entry
  • Reviews Service Tickets/Reports, Checklists for accuracy and discrepancies.
  • Enters data into SAP
  • Tracks incomplete documentation with customer
  • Initiates warranty and issues certificate to end user
  • Maintain quote log

• Process
  • Works with Business Process Administrator to identify process efficiencies and compliance
  • Document work process for area of responsibility

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Committed to Service Excellence and demonstrates a Customer First attitude at all times, has excellent verbal and written communication skills; must be detail oriented; must be flexible and a team player, must be punctual; must be self-motivated; must have ability to work without direct supervision and must display professionalism, patience/empathy in time sensitive situations.

Education/Experience:

• High School Diploma plus 3 years in Customer Service or equivalent customer experience.
• Must have expanded computer skills, competent in usage of Microsoft Office software, ability to learn and become highly effective in SAP.
• Previous HVAC service/dispatching experience desirable.

Hourly Rate: $22 - $24