Service Planner

Finning•Fort McKay, AB

9d•Onsite

About The Position

Join Finning’s Service Operations team and play a critical role in managing complex repair and rebuild projects from intake to completion. This role offers opportunities to apply project management and technical expertise in a dynamic environment, a collaborative team culture with strong leadership support, and career progression and professional development opportunities. As a Service Planner, you’ll develop repair scopes, create accurate quotes, and coordinate with service teams to ensure timely, high-quality delivery. This role combines strategic planning, customer engagement, and operational excellence to deliver exceptional service outcomes. Finning is the world's largest Caterpillar dealer delivering unrivalled service for over 80 years, selling, renting and providing parts and service for equipment and engines to customers in various industries, including mining, construction, petroleum, forestry and a wide range of power systems applications. Finning employs approximately 14,500 people world-wide and operates in three geographies, with the head office in Vancouver, BC, Canada.

Requirements

Strong customer relationship management skills and ability to manage complex interactions.
Financial acumen for estimating accuracy and job profitability.
Proficiency in Microsoft Office, Salesforce, and relevant software platforms.
Flexibility to support other facilities in-person within the region.

Nice To Haves

Previous experience in technical service, parts, warranty, or repair is preferred.
Project management experience.
PMP or Blue Seal certification.

Responsibilities

Manage intake, scope development, quoting, and communication throughout the repair lifecycle.
Develop accurate estimates and quotes based on machine history, warranty status, and customer requirements.
Create detailed work breakdown structures, define tasks and resource needs, and manage timelines and deliverables.
Collaborate with service supervisors and technicians to ensure scope alignment and track progress.
Assess technical justification for warranty and goodwill claims, and align with account teams on commercial considerations.
Identify lessons learned and improvement opportunities, applying project management best practices.
Work closely with Product Support, Equipment Sales, and Administrative teams to ensure seamless service delivery.
Track and communicate the financial health of ongoing service jobs, ensuring transparency and solution-oriented updates.
Prepare and manage repair scopes and quotes.
Participate in pre/mid/post job meetings with service teams.
Monitor timelines, deliverables, and financial performance of service jobs.
Collaborate across Finning’s regional network for component movement and scope validation.
Complete documentation for service requests and work order transitions.