Field Service Scheduler & Client Support

Ultipro; Oklahoma City (OK); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health, dental, vision, life, and more

Job summary

Ultipro in Oklahoma City is seeking a Field Service Advisor responsible for coordinating daily activities, scheduling, customer support, and invoicing for Machine and Engine Field Service.

You will maintain field service schedules, communicate with customers about updates, manage work orders and parts delivery, and support invoice processing while fostering strong customer relationships with Warren CAT's client base.

Qualifications

• This position requires a minimum high school diploma or equivalent, plus knowledge of 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 duties and responsibilities.
• Ability to define problems, collect data and establish facts in standardized situations.

Responsibilities

• 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 relationships 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.

Skills

Business accounting

Leadership

Reading comprehension

Written communication

Problem solving

Time management

Adaptability

MS Office

Education

High school diploma or equivalent

Tools

Cat DBS System

Lotus Notes

Microsoft Office

Job description

Ultipro in Oklahoma City is seeking a Field Service Advisor responsible for coordinating daily activities, scheduling, customer support, and invoicing for Machine and Engine Field Service.

You will maintain field service schedules, communicate with customers about updates, manage work orders and parts delivery, and support invoice processing while fostering strong customer relationships with Warren CAT's client base.