Project Manager (Field Service)

MeritonIrving, TX
89d

About The Position

The Project Manager for Field Service Software is a pivotal role responsible for the successful management, maintenance, implementation, and enhancement of our field service support software. This position combines technical expertise with strong project management and communication skills. The Project Manager will be the primary liaison between our field operations and the development teams, ensuring the software meets business needs and users are fully trained and supported. This role requires someone with a training background and a strong grasp of systems and workflows, enabling them to clearly and concisely communicate with the service department.

Requirements

  • Associate’s degree and/or 3+ years of experience in software support systems.
  • HVAC industry knowledge is a plus.
  • Proven experience in training and public speaking.
  • Ability to understand the software system from a technical standpoint and translate that knowledge for a front-facing training role.
  • Experience with Microsoft Dynamics 365 with a focus on field service is a plus.
  • Familiarity with Finance & Operations (F&O).
  • A process-driven mindset with a high degree of attention to detail.
  • Must be proficient in the Microsoft Office Suite, including Outlook, Excel, PowerPoint and Word.

Responsibilities

  • Collaborate directly with developers to create and test new software features.
  • Communicates the front-end user workflows to the development team, ensuring a seamless translation of business needs into functional enhancements.
  • Provide dedicated support and training during go-live periods for new software rollouts, including implementations for acquired companies.
  • Serve as the first point of contact for all field service support needs, addressing inquiries and troubleshoots from users.
  • Manage helpdesk tickets by proactively providing go-live support and assisting in self-service errors.
  • Supports and collaborates with all members of the service group, including leaders, technicians, and administrators.
  • Update process documentation and roll out new features and fixes via email and live training sessions.
  • Actively solicit and incorporate user feedback from training sessions to continuously improve the training materials and content.
  • Monitor user feedback for future improvements while tracking trends for in-depth analysis.
  • Document and maintain comprehensive process flows and standard operating procedures (SOPs) for all software functions.
  • Trains on new curriculum and ongoing refresher courses.
  • Ability to execute and walk through billing-related processes within the software.
  • Lead and support various special projects as assigned.
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