Preventative Maintenance Field Service Advisor (Finance)

PRIMARY FUNCTION:

This position is responsible for coordinating, scheduling and dispatching PM technicians to perform maintenance work in the field in an effort to maximize department production capabilities. This position is also responsible for providing technical support through effective communication to all internal and external customers in an effort to achieve the very best customer satisfaction possible. In addition, this position is responsible for performing clerical duties to ensure correct billing to customers, accurate service calls, and good customer relations by handling customer inquiries and concerns.

ESSENTIAL DUTIES :

Customer Relations - 80%

• Coordinates customer's request for field PM service along with proactive PM scheduling through internal CVA tracking systems.
• Uses Service Scheduler and other internal programs and reports to schedule maintenance timely and within metrics for a large customer base while having the ability to handle a large volume work.

Service Administration - 20%

• Opens and closes PM service calls.
• Reviews all paperwork for final invoicing.
• Helps manages the "no activity" work in process report to close 90% of all PM service calls within a 7-day window.
• Advises the service manager of any potential problems that might negatively impact field production efforts or jeopardize customer relations.

MINIMUM REQUIREMENTS:

Education: High School graduate with 4 years' experience in a similar administrative/advisor related position; or a two-year college with 2 years' experience in a similar administrative/advisor related position.

Work Experience (see above)

Physical/Other

• Must be able to work for long periods while seated.
• Must have the ability to clearly communicate with internal/external customers on the phone or in person.
• Must be a team player. This position works alongside others in similar roles and will be required to collaborate to efficiently dispatch technicians in a way that makes sense both for the customer and GPEC.
• Outstanding customer relations and pleasant personality is a must.
• Must be PC literate with advanced skills in Microsoft applications, as well as data base management.

This job description is not intended to be all-inclusive. Your supervisor may request and assign you similar duties. Any major modification of this job role requires Human Resources approval.Gregory Poole Equipment Company is an Equal Opportunity/Affirmative Action employer and will consider all qualified applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.