The Operations Coordinator serves as the internal hub and interface – supporting both our internal Operations and the Sales, Installation & Repair Teams for success in delivering a best-in-class customer satisfaction experience while scheduling the projects and keeping track of inventory and project status with our new CRM system.
AREAS OF RESPONSIBILITY:
Project Coordination
- Scheduling of all Installations and Repairs with clients and for our Service Technicians.
- Phone interactions with clients, at times very busy, with the capability to handle multiple phone lines.
- Entering data constantly into the Field Pulse CRM system, Salesforce and Quickbooks Online.
- Interacting with Accounts Receivable and completing all required paperwork daily for submittal for fast invoicing.
- Creating Purchase Orders for project materials from our various suppliers as required and tracking and reporting on the deliveries.
- Maintain the lowest cost for materials through attention to pricing detail. Updating all-new items and pricing into our Quickbooks Online platform.
- Creating Pull Tickets for product/material preparation in our warehouse for the Service and Installation Technicians before installation.
- Having great attention to cleanliness, organization, and upkeep of records is mandatory.
- Work with the staff to create an inventory of products located in our warehouses, trucks, repair shop and showroom.
- Product troubleshooting and problem-solving via phone, Facetime, or Zoom with clients when necessary.
- Shipping and Receiving - ship products to customers via UPS or another platform, track purchase orders placed, check shipments when received, follow up with back-order and damaged products.
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required.
QUALIFICATIONS:
- Internet and technology savvy, with the ability to use computers accurately, including experience with Quickbooks Online, Outlook, Teams, Gmail, Excel, Field Pulse and Salesforce CRM programs, and other technology solutions.
- 5-10 years' experience in office environments.
- Excellent customer service and communications skills are a must.
- Ability to pass a background, driving record, and drug screen.
- Shipping and Receiving qualifications. Experience with dispatching helpful.
IDEAL CANDIDATE:
The ideal candidate will possess the following skills and attributes:
- Positive attitude with an uncompromising belief in teamwork that supports effective collaboration with others while supporting the goals of the business.
- Customer-centric approach that results in successful partnership with Key Customers/Relationships.
- Motivated to do continuous learning and improvement in medical product knowledge.
- Independent problem-solving skills that can identify inefficiencies and recommend and quickly implement solutions.
- Demonstrate flexibility during periods of change and transition.
- Strong attention to detail, recordkeeping, and documentation accomplishing tasks by considering all areas involved and showing concern for all aspects of the job.
- Superior time management, planning, and organizing skills that can meet or exceed all deadlines.
- Initiative to execute on self-guided, special initiative projects.
- Strong English-speaking verbal, written, and graphic communication skills that help with collaboration across cross-functional teams.
- Spanish Speaking candidates are encouraged.
- Desire to positively impact the lives of LTS customers through top industry products and services.
Equal Opportunity Employer
Paid holidays, paid vacation time, and medical insurance 50% contribution plan.
