Field Service Installation Coordinator

Harmar Mobility LLC•Sarasota, FL

About The Position

The Field Service Installation Coordinator assists the Director of LiftSquad with the efficient creation and maintenance of installer account data in Salesforce, supporting compliance and seamless operations. The role supports installer applications and existing accounts, tracks certificate of insurance expirations, helps assess the need for new installers and obtain approvals, and assists with audits and installer communications. It also supports Salesforce Field Service, including user setup, mobile app assistance, work orders, and basic reporting. Harmar Mobility manufactures mobility device lifts for vehicles and accessibility products. The company describes its purpose as helping people with mobility difficulties maintain their independence and make meaningful memories at home and on the road. Harmar Mobility is a Drug-Free Workplace and an Equal Employment Opportunity employer.

Requirements

  • Associate’s degree in education, communications, or a technical field; or four years of related experience and/or training; or an equivalent combination of education and experience.
  • One to two years of experience in a customer-facing field.
  • Strong oral and written communication skills.
  • Ability to present to small- to medium-sized groups.
  • High level of organizational skills.
  • Ability to communicate, motivate, and cooperate with all levels of staff.
  • Knowledge of reporting tools and data analytics, including trend forecasting and demand planning.
  • Knowledge of computer applications, including the Internet, Google platform, and Microsoft Office applications.
  • Ability to manage and prioritize multiple projects.
  • Detail-oriented and thorough in completing work tasks.
  • Must possess a valid driver’s license.
  • Understand the importance of record-keeping and adhering to quality control procedures.

Nice To Haves

  • Data analytics experience.
  • Experience with Salesforce or similar field service applications.

Responsibilities

  • Assist with ongoing management of installer account data.
  • Support account data management for new installer applications and maintenance of existing accounts.
  • Manage procedures for tracking certificate of insurance (COI) expirations and ensuring compliance.
  • Assist with evaluating the need for new installers and obtaining necessary approvals.
  • Support regular audits and related communication with installers.
  • Support Salesforce Field Service, including user setup, mobile app help, work orders, and basic reporting.
  • Support continuous compliance and process improvement.
  • Understand documentation required for account creation, including COI and certifications.
  • Support record-keeping and adherence to quality control procedures.
  • Support effective use of Salesforce Field Service (FSL) and related processes.
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