Location: United States (Remote)
Department: Operations
Reports to: US Operations Manager
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, cameras 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.
- 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, warehousing 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 with a background in Salesforce.
- Fleet Industry knowledge with telematics experience is a big plus!
- Strong organizational skills and attention to detail, with the ability to manage multiple priorities and meet 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, health and dental benefits