Field Services Coordinator

Primary Services; Houston (TX); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision coverage

401(k) with company match

Paid time off

Annual performance-based bonus

Job summary

Primary Services in Houston is seeking a Field Services Coordinator to support fast-paced field operations and coordinate schedules, orders, and connections between customers, sales, operations, technicians, and vendors.

This hands-on B2B role emphasizes accurate order entry, responsive communication, and strong coordination to help ensure field projects are executed on time and customers receive timely service. The role offers strong growth in a nationwide organization.

Qualifications

• Attention to detail and ability to manage multiple orders and projects.
• Proficient with MS Outlook, Excel, and Word for daily coordination.
• Experience with CRM, ERP, or field service systems is preferred.
• Ability to type 40 words per minute with accuracy.
• Experience in B2B customer support and order entry is desired.

Responsibilities

• Monitor project and field service schedules and maintain accurate updates within internal systems.
• Process customer purchase orders and convert approved requests into work orders.
• Perform sales order entry and support domestic and international parts orders.
• Manage shared email communications and respond to B2B customer requests.
• Prepare parts quotes and coordinate accurate pricing and order processing.
• Price, order, and coordinate delivery and pickup of rental equipment.
• Prepare documentation and reports for customers, operations, sales, technicians, and vendors.
• Coordinate with field technicians and internal teams to support successful service execution.
• Maintain operational tracking systems and dashboards for workload and project visibility.
• Support monthly revenue forecasting using scheduling and order information.
• Review purchase orders, work orders, and documentation for discrepancies that could impact billing.
• Support invoicing and billing activities as responsibilities expand.

Skills

Attention to detail

Multi-tasking

Strong communication

Typing 40 wpm

Time management

Tools

Microsoft Outlook

Excel

Word

CRM/ERP systems

Salesforce

Salesforce Field Service

SAP

Sage

Job description

Join the nation's largest lubricant distributor and a market leader in fuel and industrial reliability services, serving more than 10,000 customers across the automotive, commercial, and industrial markets. With more than 190 locations nationwide, innovative technology, and a customer-first culture, the organization delivers dependable solutions while fostering a workplace focused on safety, career growth, and operational excellence. Upon conversion to direct hire, employees gain access to comprehensive benefits including medical, dental, and vision coverage, a 401(k) with company match, paid time off, and annual performance-based bonus opportunities.

The Field Services Coordinator will support fast-paced industrial field service operations by coordinating schedules, processing customer orders and purchase orders, and connecting customers with sales, operations, technicians, and vendors. This is a hands‑on B2B support role—not a call center position—where accurate order entry, responsive communication, and strong coordination help ensure field projects are executed successfully and customers receive timely service.

Responsibilities

• Monitor project and field service schedules and maintain accurate updates within internal systems.
• Process customer purchase orders and convert approved requests into work orders.
• Perform sales order entry and support domestic and international parts orders.
• Manage shared email communications and respond to B2B customer requests.
• Prepare parts quotes and coordinate accurate pricing and order processing.
• Price, order, and coordinate delivery and pickup of rental equipment.
• Prepare documentation and reports for customers, operations, sales, technicians, and vendors.
• Coordinate with field technicians and internal teams to support successful service execution.
• Maintain operational tracking systems and dashboards for workload and project visibility.
• Support monthly revenue forecasting using scheduling and order information.
• Review purchase orders, work orders, and documentation for discrepancies that could impact billing.
• Support invoicing and billing activities as responsibilities expand.

Qualifications

• At least 2 years of field service, industrial service, project coordination, order management, or related experience preferred.
• Petrochemical, oil & gas, industrial services, or similar industry experience strongly preferred.
• Experience with B2B customer support, order entry, purchase orders, and service coordination.
• Ability to type at least 40 words per minute while maintaining accuracy.
• Experience managing multiple orders, projects, and documentation requirements in a fast-paced environment.
• Proficiency with Microsoft Outlook, Excel, and Word.
• Experience with CRM, ERP, or field service management systems.
• Sage, Salesforce, Salesforce Field Service, SAP, or similar system experience is a plus.
• Experience supporting parts quoting, invoicing, billing, or revenue-related processes is preferred.