Service & Sales Coordinator

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

📋 Description

• Coordinate and schedule service work orders across various regions and field service engineers.

• Act as the primary contact for incoming service requests via phone and email.

• Appropriately dispatch service requests based on geographical location, urgency, and required skillset.

• Utilize Service Fusion for managing the creation and tracking of work orders.

• Handle technician scheduling and routing.

• Manage service history and documentation.

• Source, order, and track parts necessary for service tasks.

• Obtain and compare quotes from vendors for parts and repairs.

• Collaborate with vendors, OEMs, and third-party service providers.

• Monitor job status and provide timely updates to internal teams and customers.

• Assist in the preparation of service estimates, quotes, and agreements.

• Support the scheduling and tracking of preventative maintenance.

• Monitor service KPIs such as response time, completion time, and uptime.

• Assist with invoicing coordination and the completion of service documentation.

• Support the sales team by coordinating active opportunities and tracking the pipeline.

• Maintain and update the CRM with leads, contacts, and accounts.

• Coordinate the scheduling, logistics, and routing for roadshow coaches.

• Assist in the planning and execution of roadshow stops, demos, and customer visits.

• Help in preparing proposals, quotes, and sales materials.

• Facilitate internal communication between sales, operations, and fabrication teams.

• Assist with outbound marketing initiatives, including email campaigns.

• Track and follow up on leads generated from marketing campaigns and events.

• Help manage prospect lists and ensure data integrity within the CRM.

• Support reporting on pipeline activity, conversion rates, and sales metrics.

• Serve as a communication bridge between Service, Sales, Operations, and Leadership.

• Prioritize and manage multiple requests in a fast-paced environment.

• Identify opportunities for process improvement across service and sales workflows.

• Support customer experience initiatives to ensure high levels of satisfaction and retention.

• Assist in the development of SOPs and playbooks for service and sales coordination.

• Maintain organized documentation, records, and reporting systems.

• Provide general administrative and operational support as required.

⛳️ Requirements

• Over 5 years of experience in a coordination, operations, service, or sales support role.

• Familiarity with service management software (e.g., Service Fusion).

• Experience with CRM systems (e.g., Salesforce, HubSpot, or equivalent).

• Strong organizational and multitasking abilities.

• Excellent communication and customer service skills.

• Ability to work independently and proactively address issues.

• Detail-oriented with a strong ability to follow through on tasks.

• Proficient in Microsoft Office.

• Background in healthcare, medical equipment, or field service environments is preferred.

• Experience in supporting mobile operations, logistics, or scheduling is preferred.

• Familiarity with quoting, procurement, or vendor management is preferred.

• Exposure to marketing coordination or outbound sales support is preferred.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Comprehensive health, dental, and vision insurance.

• Retirement savings plan with company matching.

• Opportunities for professional development and career advancement.

• Flexible working hours and remote work options.