District Service Coordinator: Scheduling, CRM & Customer Care

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

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.