Field Services Coordinator: Salesforce & SAP Ops Lead

Universal Instruments, A Delta Group Company; Town of Conklin (NY); On-site; USD 34,000 - 40,000; Full time

Benefits offered by this job

401k Matching

Health Savings Options

Relocation Assistance

Paid Holidays

Job summary

Universal Instruments, a Delta Group Company, seeks a client-focused service coordinator to manage work orders, invoicing, contracts, and field logistics. You will coordinate with Field Services, Supply Chain, WPSD, and Finance to ensure timely service delivery and accurate records.

The role requires 3+ years of related experience, CRM proficiency, ERP familiarity (SAP), and strong communication skills. This on-site position offers robust benefits and growth opportunities.

Qualifications

• High School Diploma with 3+ years of relevant experience.
• Working knowledge of MS Office and Excel.
• Salesforce or similar CRM experience is preferred.
• ERP experience such as SAP.
• Experience with Lotus Notes is preferred.
• Ability to write reports and timely business correspondence.
• Proven skills in customer relations with prior service experience.

Responsibilities

• Creates and closes appropriate service work order entry in Salesforce.
• Invoices and tracks customer account history; resolves invoicing disputes with regional manager and finance.
• Assists with quotes, and maintenance of service contracts including block labor and extended warranties.
• Plans, dispatches, and monitors field engineering and shipments for installation and calibration of service kits.
• Follow up with customers to confirm FE arrival time, scope of job, and updates on delays.
• Collaborates with Customer Order Center to determine ship dates of equipment for installation scheduling.
• Performs machine and contract uploads to SAP ERP.
• Maintains and distributes global open install reports.

Skills

Salesforce CRM

ERP SAP

MS Office Excel

Customer relations

Reporting

Education

High School Diploma

Job description

Universal Instruments, a Delta Group Company, seeks a client-focused service coordinator to manage work orders, invoicing, contracts, and field logistics. You will coordinate with Field Services, Supply Chain, WPSD, and Finance to ensure timely service delivery and accurate records.

The role requires 3+ years of related experience, CRM proficiency, ERP familiarity (SAP), and strong communication skills. This on-site position offers robust benefits and growth opportunities.