District Service Coordinator

Crane 1 Services; Charlotte (NC); On-site; USD 50,000 - 65,000; Full time

Job summary

Crane 1 Services in Charlotte, NC is seeking a District Service Coordinator to support customers, service technicians, and internal staff. You will plan routes, manage schedules in SAGE CRM, handle material requisitions, and ensure accurate job costing in SAGE 300 daily.

Ideal candidates have 2+ years in customer service, are proficient with Microsoft Office and ERP/CRM systems, and excel in fast-paced environments with strong communication and teamwork.

Qualifications

• 2+ years of proven experience in customer service or related field.
• Experience with ERP systems and CRM preferred.
• Strong communication and organizational skills.
• Ability to work in a fast-paced environment.

Responsibilities

• Attends daily huddle with branch team to align on daily objectives to meet weekly/monthly goals.
• Creates and updates job schedules for new jobs, breakdown calls, cancelled or moved jobs.
• Opens all new jobs for the branch in SAGE CRM the day order is received.
• Submit all material requisitions to our purchasing department the day an order is received.
• Assists with service calls for breakdowns and service repairs.
• Receives incoming deliveries and updates SAGE 300 the day material is received.
• Downloads and reviews service/inspection reports and sends to customer.
• Revise job cost estimates and mark jobs completed in SAGE 300 daily

Skills

Microsoft Office Suite

ERP systems (Sage300)

CRM usage

Excellent communication

Attention to detail

Interpersonal skills

Tools

Sage 300

CRM

Job description

Reports To: District Manager

The District Service Coordinator is the heart of the business, ensuring the support of our customers, service technicians, and internal personnel. Attention to detail, organization, and technology management is crucial in this role. Communication with the customer is our top priority. Ensuring the customer is informed of scheduled appointments, responding to inquiries, and assisting with resolving issues and problems. The District Service Coordinator will efficiently plan and route the most-qualified technicians in accordance with established guidelines and company procedures. Work is performed with established processes and procedures in a fast-paced, constantly changing environment.

District Service Coordinator Role & Responsibilities

Attends daily huddle with branch team to align on daily objectives to meet weekly/monthly goals.

Creates and updates job schedules for new jobs, breakdown calls, cancelled or moved jobs.

Opens all new jobs for the branch in SAGE CRM the day order is received.

Submit all material requisitions to our purchasing department the day an order is received.

Assists with service calls for breakdowns and service repairs.

Receives incoming deliveries and updates SAGE 300 the day material is received.

Downloads and reviews service/inspection reports and sends to customer.

Revise job cost estimates and mark jobs completed in SAGE 300 daily

District Service Coordinator Requirements

KNOWLEDGE: A minimum of (2) + years of proven experience or customer service-related background, or a combination of education and experience that illustrates a proven track record in this field is preferred.

SKILLS:

Proficient in Microsoft Office Suite and ERP systems (Sage300 & CRM is a plus)

Must be able to work in a dynamic environment in which fast response is normal

Excellent communication skills - verbal and written

Strong attention to detail with a dedication to accuracy

Excellent interpersonal skills to be able to work with customers, service technicians, and internal team members.

ABILITY:

A passion for providing top-notch service to our customers. Positive and collaborative approach to teamwork and competition.

Equal Employment Opportunity (EEO) Statement

Crane 1 Services is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace where all qualified applicants are considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status in accordance with applicable federal, state, and local laws. We believe in fostering a supportive environment where every employee is valued and given the opportunity to succeed.