Planning Specialist, Customer Experience

Posted Oct 23

This is a fully remote position, open to applicants in Texas.

📋 Description

• Modify territory strategies utilizing route analysis software to establish efficient daily and weekly tactical route plans for designated branches.

• Evaluate plans, resource availability, and territories.

• Keep geographic codes, addresses, and customer data up to date.

• Provide daily metrics reports to the Service Planning Supervisor and Branch Managers/Technicians.

• Develop route plans based on work-order data and route-analysis software.

• Relay routes within assigned territories to service personnel.

• Summarize and review plans on a daily basis with the Service Planning Supervisor.

• Generate daily summary reports and submit them to the supervisor.

• Undertake additional duties as assigned.


⛳️ Requirements

• In-depth knowledge of routing and scheduling software systems.

• Comprehensive understanding of branch service operations, resources, territory structure, recurring-service planning, and schedule availability for unplanned demands.

• Proficient verbal and written communication skills, including public speaking abilities.

• Strong analytical skills and meticulous attention to detail.

• Advanced proficiency in Microsoft Word, Excel, Outlook, and PowerPoint.

• Capability to read, analyze, and interpret business documents, maintenance instructions, procedural manuals, and/or government regulations.

• Ability to manage multiple repetitive tasks effectively.

• Basic familiarity with texting software or other essential software for the position.

• Proficient in interacting with coworkers and the public.

• Fundamental knowledge of company operating systems.

• High school diploma, GED, or an equivalent combination of education and/or service-industry experience.

• 1–2 years of relevant experience as a dispatcher and/or customer service agent.

• Capacity to lift, carry, push, pull, or reposition up to 10 pounds occasionally.

• Ability to sit for extended periods while using computers, phones, and other office equipment.

• Capability to perform repetitive wrist, hand, and finger motions.

• Ability to communicate verbally and receive detailed oral information.

• Close visual acuity for detail-oriented tasks, data analysis, computer-screen viewing, and reading.


🏝️ Benefits

• Benefits commence on Day 1 for full-time colleagues.

• Opportunities for professional and personal growth.

• Multiple pathways to advance your career.

• Access to training and development programs.

• Tuition reimbursement available for full-time colleagues.

• Comprehensive medical, dental, vision, disability, and life insurance options.

• 401(k) retirement plan with company-matching contributions.

• Paid vacation days and sick leave.

• Company-paid holidays and floating holidays.

• Prioritization of health, safety, and flexibility.

• Performance incentives may be available for many roles.

• Opportunities for promotion from within the organization.

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