Service Resource and Project Coordinator

Description Position Purpose: To manage service resource scheduling in Salesforce, as well as assist in the daily business tasks of the office.

Key Responsibilities

• Manages technician schedules utilizing Salesforce software including ensuring service resources have full schedules each day.
• Maintain schedules as jobs are completed throughout the day.
• Review timesheets for accuracy and make adjustments as needed.
• Create service appointments for new work orders, approved bids, etc.
• Collaborate with Director and Office Manager on phase 2 software improvements.
• Triage new work orders to prepare for scheduling.
• Review completed work orders for quality and completeness.
• Assist Director with ordering materials when needed.
• Respond to customer/manager inquiries regarding job statuses.
• Answer phone calls.
• Assist with processing subcontractor invoices for payment.
• Update Salesforce when onboarding new properties, changing managers, etc.
• Send completed job reports to customers.
• Generate contracts for projects and insurance work obtain required signatures.
• Process signed contracts.
• Other duties as assigned.

Requirements

Minimum of a high school diploma or equivalent. Minimum of 2 years of administrative experience Construction and/or dispatchexperience preferred. Previous experience learning new software and the ability to suggest improvements. Must have the ability to direct others’ work schedule even though not their direct Supervisor.

Proficient in Microsoft Office Word and Excel, as well as Gmail. Strong communication and organization skills; detailed-oriented and conscientious Proficient typing skills Time management skills Able to adapt and be flexible as job requirements and priorities change throughout the day.