Senior Field Operations Planner

Sagent • Coppell, TX

5d • Onsite

About The Position

The Senior Field Operations Planner is responsible for operational planning, route optimization, field service coordination, logistics management, real-time decision making, problem solving, data analysis, and multi-tasking in a demanding customer environment.

Requirements

• Experience with GIS or route optimization platforms is preferred along with familiarity with SLZ-driven service environments
• Experience with Salesforce CRM platform
• Experience in HVAC, telecom, utilities, industrial equipment, or other field-service industries
• Familiarity with Lean, Six Sigma, or continuous-improvement methodologies
• Knowledge of fleet management or DOT compliance (if applicable)
• Logistics Planning experience (1–3+ years preferred)
• Strong understanding of routing optimization, travel-time modeling, and geographic planning
• Experience with field-service or dispatching tools (e.g., Salesforce FSM, Oracle Field Service, ClickSoftware)
• Ability to interpret inventory, parts availability, and warehouse workflows
• Excellent communication skills for coordinating with technicians and internal teams
• Strong analytical skills with proficiency in Excel, mapping tools, or routing software
• Ability to work in a fast-paced environment and make real-time decisions

Responsibilities

• Build and optimize daily routes for 30+ field technicians using routing software, GIS tools, and operational data.
• Ensure all required parts are available at the correct location before dispatch; coordinate with warehouse teams, couriers, and vendors.
• Assign jobs based on SLA deadlines, technician skill level, customer availability, and geographic efficiency.
• Minimize technician drive time by factoring in home location, regional coverage zones, and shift start/end points.
• Re-route technicians during the day as emergencies arise, jobs run long, or parts availability changes.
• Serve as the central point of contact between dispatch, field technicians, customer service, and warehouse operations.
• Track KPIs such as on-time arrival, travel time, job completion rates, and route efficiency; recommend improvements.
• Maintain and update routing, scheduling, and field-service management platforms.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed