District Service Coordinator

Crane 1•Charlotte, NC

25d

About The Position

The District Service Coordinator supports customers, service technicians, and internal personnel. The role emphasizes attention to detail, organization, technology management, and customer communication. The coordinator keeps customers informed about scheduled appointments, responds to inquiries, and assists with resolving issues and problems. They plan and route qualified technicians in accordance with established guidelines and company procedures. Work follows established processes and procedures in a fast-paced, constantly changing environment.

Requirements

At least 2 years of proven experience or a customer-service-related background, or a combination of education and experience demonstrating a proven track record in the field; listed as preferred.
Proficiency in Microsoft Office Suite and ERP systems.
Ability to work in a dynamic environment where fast response is normal.
Excellent verbal and written communication skills.
Strong attention to detail and dedication to accuracy.
Excellent interpersonal skills for working with customers, service technicians, and internal team members.
Passion for providing top-notch customer service.
Positive and collaborative approach to teamwork and competition.

Nice To Haves

Experience with Sage 300 and CRM systems is a plus.
At least 2 years of proven experience or a customer-service-related background, or a combination of education and experience demonstrating a proven track record in the field.

Responsibilities

Attend daily huddles with the branch team to align on daily objectives and meet weekly and monthly goals.
Create and update schedules for new jobs, breakdown calls, and cancelled or moved jobs.
Open new branch jobs in SAGE CRM on the day the order is received.
Submit material requisitions to the purchasing department on the day an order is received.
Assist with breakdown and service-repair calls.
Receive incoming deliveries and update SAGE 300 on the day materials are received.
Download and review service and inspection reports, then send them to customers.
Revise job cost estimates and mark jobs completed in SAGE 300 daily.
Keep customers informed about scheduled appointments, respond to inquiries, and help resolve issues and problems.
Plan and route qualified technicians according to established guidelines and company procedures.