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Columbus McKinnon

Coordinator, Field Services

Hartland, WIPosted 1 weeks ago

Job Description

Essential Duties and Responsibilities

  • Serve as a primary point of contact for field service requests.
  • Gather and document complete service request details.
  • Coordinate with internal teams to ensure efficient and accurate resolution of customer needs.
  • Maintain consistent follow-up and communication with customers throughout the service process.
  • Coordinate technician schedules across multiple regions, aligning service needs with technician availability, skillset, and geographic location. Proactively manage scheduling changes, and urgent requests to maintain service levels.
  • Triage incoming technical support requests and route them to appropriate internal resources.
  • Facilitate communication between customers and technical teams to support timely troubleshooting and issue resolution.
  • Prepare, update, and track service-related documentation, including quotes, purchase orders, outcomes, and service orders.
  • Monitor open quotes and follow up to ensure timely completion.
  • Track technician labor hours and service-related expenses.
  • Support invoicing by verifying required documentation and resolving discrepancies as needed.
  • Maintain accurate and up-to-date service records within Salesforce.
  • Update case statuses, track service activity, and ensure data consistency and visibility.
  • Partner with Sales, Applications, Engineering, and Service teams to support service execution and customer satisfaction.

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1001-5000 employees
Charlotte, North Carolina, US
Website