Install Planning Specialist I

conserviceinternal; Logan (UT); On-site; USD 22,000 - 31,000; Full time

Job summary

Conservice is seeking an Installation Planning Specialist in the Meters department to oversee submetering installations and replacements. You will review contracts, coordinate with clients and contractors, and forecast work orders from properties under construction.

You will also maintain NetSuite records and keep all stakeholders updated on progress. Your role involves proactive communication, equipment planning, and collaboration with internal teams to ensure smooth installation and billing

Qualifications

• Review proposals and contracts relating to the installation or retrofit of submetering systems.
• Coordinate with clients and contractors to schedule submeter installation.
• Forecast timing of work according to provided turn schedule estimates.
• Maintain clean and organized work in Netsuite in order to track the progress of the Install project effectively.
• Regularly update all parties involved, both electronically and by phone.
• Answer submetering questions from clients.
• Proactively communicate expectations and needs with the client to ensure alignment and smooth delivery of contracted work.
• Order, ship, and track submetering equipment.
• Determine if special equipment is required to install submeters.
• Update internal and third-party submetering software.
• Remotely troubleshoot submetering systems.
• Maintain organized records of work relating to our clients’ submetering systems.
• Collaborate with site teams, sales, account management, and other internal teams to ensure smooth installation and transition to billing.
• Work with property contacts to address any onsite concerns from Conservice or client and provide change orders when necessary.
• Duties, responsibilities, and activities may change or new ones may be assigned at any time.

Responsibilities

• Review proposals and contracts relating to the installation or retrofit of submetering systems
• Coordinate with clients and contractors to schedule submeter installation
• Forecast timing of work according to provided turn schedule estimates
• Maintain clean and organized work in Netsuite in order to track the progress of the Install project effectively
• Regularly update all parties involved, both electronically and by phone
• Answer submetering questions from clients
• Proactively communicate expectations and needs with the client to ensure alignment and smooth delivery of contracted work
• Order, ship, and track submetering equipment
• Determine if special equipment is required to install submeters
• Update internal and third-party submetering software
• Remotely troubleshoot submetering systems
• Maintain organized records of work relating to our clients’ submetering systems
• Collaborate with site teams, sales, account management, and other internal teams to ensure smooth installation and transition to billing
• Work with property contacts to address onsite concerns from Conservice or client and provide change orders when necessary
• Duties, responsibilities, and activities may change or new ones may be assigned at any time

Skills

Organizational skills

Communication

Multi-tasking

Client coordination

Problem solving

Tools

NetSuite

CRM

Work order platforms

Project tracking tools

Job description

Installation Planning Specialist

Department: Meters

Wage: $19.40

Overview

Install Specialists oversee the installation of new submetering systems at properties under construction and the replacement of existing submetering systems. Before installation, you are responsible to review the contracts and proposals for content and accuracy. You are the primary contact for clients and contractors as you schedule installation and update them on progress. You also coordinate other project-related matters like equipment needed, troubleshooting issues with the submetering system, forecasting work order visits, etc. Your consistent work has a strong effect on the Meters Department's overall workflow and our client satisfaction.

Responsibilities

• Review proposals and contracts relating to the installation or retrofit of submetering systems
• Coordinate with clients and contractors to schedule submeter installation
• Forecast timing of work according to provided turn schedule estimates
• Maintain clean and organized work in Netsuite in order to track the progress of the Install project effectively
• Regularly update all parties involved, both electronically and by phone
• Answer submetering questions from clients
• Proactively communicate expectations and needs with the client to ensure alignment and smooth delivery of contracted work
• Order, ship, and track submetering equipment
• Determine if special equipment is required to install submeters
• Update internal and third-party submetering software
• Remotely troubleshoot submetering systems
• Maintain organized records of work relating to our clients’ submetering systems
• Collaborate with site teams, sales, account management, and other internal teams to ensure smooth installation and transition to billing
• Work with property contacts to address any onsite concerns from Conservice or client and provide change orders when necessary
• Duties, responsibilities, and activities may change or new ones may be assigned at any time

• Strong organizational skills and attention to detail.
• Excellent written and verbal communication skills.
• Ability to manage multiple projects, deadlines, and client expectations at the same time.
• Comfortable communicating with clients, contractors, property contacts, and internal teams by phone and email.
• Ability to review contracts, proposals, scopes of work, and project details for accuracy.
• Experience using NetSuite, CRM systems, work order platforms, or project tracking tools preferred.
• Basic technical aptitude and willingness to learn submetering systems, equipment requirements, and troubleshooting processes.
• Strong problem-solving skills with the ability to identify issues, coordinate solutions, and elevate when appropriate.
• Customer-focused mindset with a high level of ownership and follow-through.
• Ability to adapt to changing project timelines, construction schedules, and business needs