Field Service Advisor

Warren CAT•Oklahoma City, OK

7d•Onsite

About The Position

The Field Service Advisor is responsible for coordinating daily activities, scheduling, customer support, and invoicing for Machine and Engine Field Service.

Requirements

Minimum high school diploma or equivalent.
Depth of knowledge pertaining to business accounting, and leadership.
Ability to read, comprehend and interpret written instructions and procedures, business correspondence and routine reports.
Ability to write simple correspondence.
Empowered to make decisions directly affecting their ability to perform the above duties and responsibilities.
Ability to define problems, collect data and establish facts.
Ability to apply common sense understanding and deal with problems involving a few concrete variables in standardized situations.
Must be able to follow routine protocols as well as identify when the routines do not apply in a specific situation.
Ability to develop priorities and adjust work plans to meet deadlines.
Must be capable and willing to learn Cat DBS System, Lotus Notes System, Microsoft Office.

Responsibilities

Maintain accurate schedule for field service and PM technicians using all supplied resources.
Responsible for customer communication regarding scheduling, repair updates, and invoicing.
Establish and maintain exceptional business relationship with Warren CAT’s customer base.
Initiate work order process and coordinate parts orders and delivery.
Coordinate work order assignment with the appropriate service technicians.
Assist Service Department in WIP management practices and facilitation of customer invoices.
Coordinate with and assist the Warranty department in the claims process.
Work closely with Service Asset team to manage field service fleet.
Provide feedback and status reports to Service Operations team on performance, profitability, and completion percentages.
Work closely with CAT and allied Reps for additional customer support in relation to Product Support.
Display continuous respect, positive attitude and teamwork to achieve department and company goals.
Assist Service Management with KPI tracking and performance reporting for assigned team.