Service Resource and Project Coordinator

Service Resource Scheduler

Position

Purpose:

To manage service resource scheduling in Salesforce, as well as assist in the daily business tasks of the office.

Key Responsibilities and Accountabilities:

• Manages technician schedules utilizing Salesforce software including ensuring service resources have full schedules each day.
• Maintain schedules as jobs are completed throughout the day.
• Review timesheets for accuracy and make adjustments as needed.
• Create service appointments for new work orders, approved bids, etc.
• Collaborate with Director and Office Manager on phase 2 software improvements.
• Triage new work orders to prepare for scheduling.
• Review completed work orders for quality and completeness.
• Assist Director with ordering materials when needed.
• Respond to customer/manager inquiries regarding job statuses.
• Answer phone calls.
• Assist with processing subcontractor invoices for payment.
• Update Salesforce when onboarding new properties, changing managers, etc.
• Send completed job reports to customers.
• Generate contracts for projects and insurance work obtain required signatures.
• Process signed contracts.
• Other duties as assigned.

Requirements:

Position Requirements:

• Minimum of a high school diploma or equivalent.
• Minimum of 2 years of administrative experience
• Construction and/or dispatch experience preferred.
• Previous experience learning new software and the ability to suggest improvements.
• Must have the ability to direct others' work schedule even though not their direct Supervisor.
• Proficient in Microsoft Office Word and Excel, as well as Gmail.
• Strong communication and organization skills; detailed-oriented and conscientious
• Proficient typing skills
• Time management skills
• Able to adapt and be flexible as job requirements and priorities change throughout the day.