The Service Coordinator is one of the key liaisons between the customer's needs and the Service Department. This position works closely with the Service Manager and all CHP Service Technicians. This position is involved in various administrative tasks and assists with logistics, purchase orders, invoicing, and providing quotes using Microsoft Navision and CRM. The Service Coordinator is responsible for generating and maintaining key operational reports that support the performance and financial tracking of the service team.
1. Responsible for assisting all internal and external customers, while maintaining a positive customer-oriented attitude at all times.
2. Assess and direct customer support requests to the appropriate operators and field service technicians. ·
3. Assist Service Manager and Senior Service Coordinator with Daily Technician Scheduling.
4. Directs critical cases that are difficult to solve to appropriate specialized personnel when necessary, as well as respond to questions (both verbally and written).
5. Regularly improve and update product knowledge by participating in educational and product training opportunities.
6. Prepares purchase orders and submits to vendors as required.
7. Assures all orders/costs are reviewed for accuracy and allocated to correct posting groups.
8. Review work/sales orders with the Senior Service Coordinator and Service Manager for accuracy prior to invoicing the customer.
9. On a weekly basis, review, prepare and finalize service and part orders prior to converting to invoices.
11. Assist customers who have inquiries regarding invoicing in a friendly, courteous and efficient manner and ensure a resolution is communicated.
12. Process internally and externally (for distributors and customers) of warranty in the USA.
13. Responsible for creating, submitting, and maintaining active service contracts into NAV.
14. Creates quotes and proposals to customers for service-related issues.
15. Assists with processing customer spare parts orders.
16. Maintains Navision service orders for input for invoicing and data management for the department.
17. Manages and organizes technician Field service reports, expenses, shipping costs etc., and documents all pertinent information, on a Service order basis.
18. Perform other duties and tasks as assigned.
This description contains information necessary to describe and evaluate the job. It should not be construed as a detailed description of all work performed but indicates the kinds of duties and skills expected.
- Assists the Company in any necessary duties to achieve Company goals.
- Performs other related duties as assigned.
Authority Selections:Limited supervision. Work is performed to a large extent on own responsibility after assignment, with some choice of method. Occasionally develops own method.
Mistakes and errors in judgment are moderate in nature and expensive to correct.
This position involves regular work with confidential information of major importance, which if disclosed may be detrimental to the company's interests.
- Outstanding interpersonal skills.
- Excellent telephone skills and computer knowledge including Microsoft Office.
- High energy level, comfortable performing multifaceted projects in conjunction with day- to-day activities.
- Resourceful, well-organized, highly dependable, efficient and detail oriented.
- Must present a positive, professional and team player attitude.
- Must be flexible and able to adapt to change quickly.
- Engine and electrical background with the ability to understand internal combustion engines, generator sets, and natural gas engines, not required but a plus.
- German and/or Spanish language skills would be a great advantage but are not absolutely required.
- High school diploma or GED required
- Experience with invoicing and purchase orders preferred
- Practical training/education (e.g. apprentice programs, etc.), a plus
- Technical degree or certification (e.g. trade school or EGSA), a plus
- 1 to 2 years' experience in an admin/customer service role required
- Microsoft Office software proficiency
- Experience with Navision or accounting software preferred
The employee must communicate with various customers, partners, colleagues, factory personnel, and must be able to constantly adapt his/her communication style to suit the different cultures.
A review of this description has separated the marginal functions of the position that are incidental to the performance of fundamental job duties. All main duties and requirements are essential job functions.
All job requirements are subject to possible modification by the Company as deemed necessary. This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by their supervisor.
- 401(k)
- Dental insurance
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Referral program
- Tuition reimbursement
- Vision insurance