Engine Field Service Advisor

Warren CAT; Midland, Northern (TX, KY); Hybrid; USD 45,000 - 70,000; Full time

Job summary

Warren CAT is seeking a Field Service Advisor to coordinate daily activities for our field service team in Midland, TX. You will manage scheduling, customer communication, invoicing, and parts coordination to ensure timely service delivery.

This role emphasizes strong leadership, problem solving, and utilization of Cat DBS and Lotus Notes within our service operations. A high school diploma and knowledge of accounting are required.

Qualifications

• High school diploma or equivalent.
• Knowledge of business accounting.
• Ability to read, comprehend, and interpret written instructions and procedures.
• Ability to write simple correspondence.
• Empowered to make decisions affecting duties.
• Ability to define problems, collect data, and establish facts.
• Ability to develop priorities and adjust work plans to meet deadlines.
• Willingness to learn Cat DBS System, Lotus Notes System, Microsoft Office.

Responsibilities

• Maintain accurate field service schedule for technicians using supplied resources.
• Communicate with customers regarding scheduling, repair updates, and invoicing.
• Establish and maintain strong relationships with Warren CAT customers.
• Initiate work orders and coordinate parts orders and delivery.
• Coordinate work order assignment with service technicians.
• Assist Service Department with WIP management and customer invoicing.
• Coordinate with Warranty department on claims process.
• Work with Service Asset team to manage field service fleet.
• Provide status reports on performance, profitability, and completion percentages.
• Collaborate with CAT reps for additional customer support.
• Display professionalism and teamwork to meet department goals.
• Assist Service Management with KPI tracking and reporting.

Job description

The Field Service Advisor is responsible coordinating daily activities, scheduling, customer support, and invoicing for Machine and Engine Field Service.

DO YOU HAVE WHAT IT TAKES?

WHAT YOU'LL DO:

• Maintain accurate schedule for field service and PM technicians using all supplied resources.
• Responsible for customer communication regarding scheduling, repair updates, and invoicing.
• Establish and maintain exceptional business relationship with Warren CAT’s customer base.
• Initiate work order process and coordinate parts orders and delivery.
• Coordinate work order assignment with the appropriate service technicians.
• Assist Service Department in WIP management practices and facilitation of customer invoices.
• Coordinate with and assist the Warranty department in the claims process.
• Work closely with Service Asset team to manage field service fleet.
• Provide feedback and status reports to Service Operations team on performance, profitability, and completion percentages.
• Work closely with CAT and allied Reps for additional customer support in relation to Product Support.
• Display continuous respect, positive attitude and teamwork to achieve department and company goals.
• Assist Service Management with KPI tracking and performance reporting for assigned team.

WHAT YOU'LL NEED:

• This position requires a minimum high school diploma or equivalent, as well as a depth of knowledge pertaining to business accounting, and leadership.
• Ability to read, comprehend and interpret written instructions and procedures, business correspondence and routine reports.
• Ability to write simple correspondence.
• Empowered to make decisions directly affecting their ability to perform the above duties and responsibilities.
• This position requires the ability to define problems, collect data and establish facts. Ability to apply common sense understanding and deal with problems involving a few concrete variables in standardized situations.
• Must be able to follow routine protocols as well as identify when the routines do not apply in a specific situation.
• Ability to develop priorities and adjust work plans to meet deadlines.
• Must be capable and willing to learn Cat DBS System, Lotus Notes System, Microsoft Office.

WHY WORK WITH US?

• We like to take care of business and have fun doing it!
• We offer health, dental, vision, life, and more as a comprehensive benefits package.
• Don’t you want to work with awesome people?

IMPORTANT INFORMATION:

While performing the duties of this job, the employee is frequently required to sit; use hands to finger, handle, or feel; and talk or hear. The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, kneel, crouch, or crawl. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually quiet.

Required travel up to 10%.

This position is considered a safety sensitive position.

The Job description is subject to change by the employer as the needs of the employer and requirements of the job change.

EEO/AA

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.