Service Advisor

1 month ago


Indianapolis, United States Evolve Transporters Full time

Service Advisor


Evolve Solutions, LLC is a high-end custom fabrication company based in Painesville, OH with a second service center in Indianapolis, IN. Our clients are some of the biggest motorsport teams and brands in the world, for which we assist in designing and fabricating race transporters. We have a sharp focus on client satisfaction and a desire for continued innovation.


WHAT YOU CAN EXPECT IN THIS ROLE:

The Service Advisor will serve as the primary point of contact for clients on-site, ensuring a smooth intake process, accurate record-keeping, and seamless communication with the foreman and sales team. This role requires a detail-oriented individual with excellent organizational skills and the ability to manage multiple tasks.


KEY RESPONSIBILITIES:


Client Intake & Communication:

  • Act as the first point of contact for clients on-site, greeting them professionally and addressing any questions or concerns.
  • Collect detailed information regarding the transporter's condition, service needs, and client-specific requests.

Pre-Work Inspection & Documentation:

  • Conduct thorough pre-work inspections of transporters, completing inspection assessment forms to document the condition of the vehicle before service begins.
  • Gather necessary transporter details such as make, model, and VIN, along with client-specific information (e.g., team name, point of contact, Bill-to).

Work Order Maintenance:

  • Update and reconcile work performed with work orders as directed by the foreman, ensuring all information is accurate and reflects input from the sales team regarding change orders, scheduling updates, and project management planning.

Scheduling & Service Coordination:

  • Assist the foreman and sales team in the scheduling and planning of service work, ensuring all tasks are assigned and managed efficiently.
  • Serve as the foreman’s go-to person for project management support, helping to track deadlines, resources, and any adjustments to the work plan.

Record Keeping & CRM Management:

  • Maintain detailed and accurate records of client interactions, vehicle service history, and transporter details using internal systems.
  • Experience with HubSpot or DMS (Dealer Management Systems) is highly preferred.

Administrative & Computer Skills:

  • Regularly use Microsoft Excel and other computer tools for documentation, record-keeping, and reporting. Proficiency in basic computer skills is required.


TOP SKILLS:

  • Positive attitude and dedication to promoting a positive work environment.
  • Strong customer service and communication skills.
  • Excellent attention to detail and organizational skills.
  • Ability to work collaboratively with formen, sales teams, and clients to ensure smooth project execution.
  • Ability to define problems, collect data, establish facts and draw valid conclusions.
  • Able to apply commonsense understanding to carry out instructions furnished in written, oral or diagram form.


PHYSICAL REQUIREMENTS:

Ability to stand, walk, bend, reach and stoop in both office and shop settings.


PREFERRED EXPERIENCE:

  • Proficiency in Microsoft Excel and general computer skills
  • Experience with CRM software (HubSpot) or DMS is a plus
  • Previous experience working in equivalent position.



This list of duties and responsibilities is not comprehensive and may change at any time.



  • indianapolis, United States Lead Advisor Full time

    Lead Advisor is a consulting and search firm specializing in wealth management. This role is for one of our clients in Indianapolis. To view other open roles, visit jobs.lead-advisor.comRole profileOur client is a leading comprehensive private wealth management firm committed to providing tailored financial solutions and extraordinary client experience to...


  • indianapolis, United States Lead Advisor Full time

    Lead Advisor is a consulting and search firm specializing in wealth management. This role is for one of our clients in Indianapolis. To view other open roles, visit jobs.lead-advisor.comRole profileOur client is a leading comprehensive private wealth management firm committed to providing tailored financial solutions and extraordinary client experience to...


  • Indianapolis, United States Lead Advisor Full time

    Lead Advisor is a consulting and search firm specializing in wealth management. This role is for one of our clients in Indianapolis. To view other open roles, visit jobs.lead-advisor.comRole profileOur client is a leading comprehensive private wealth management firm committed to providing tailored financial solutions and extraordinary client experience to...


  • Indianapolis, United States Lead Advisor Full time

    Lead Advisor is a wealth management consulting and search firm. This role is to work for a client in Indianapolis. To view other roles, visit jobs.lead-advisor.com Client Service Associate The Client Service Associate is dedicated to upholding a high level of client engagement, confidentiality, and responsibility through providing operational support to a...


  • Indianapolis, United States Lead Advisor Full time

    Lead Advisor is a wealth management consulting and search firm. This role is to work for a client in Indianapolis. To view other roles, visit jobs.lead-advisor.comClient Service AssociateThe Client Service Associate is dedicated to upholding a high level of client engagement, confidentiality, and responsibility through providing operational support to a...


  • Indianapolis, United States Valvoline Full time

    As a Customer Service Advisor, you are often the first and last face our customers see. You will create lasting impressions and build loyal customers by using product knowledge and services to present oil change options and additional services. No ma Service Advisor, Customer Service, Advisor, County, Retail

  • Service Advisor

    2 weeks ago


    Indianapolis, Indiana, United States Love's Travel Stops & Country Stores Full time

    Job OverviewLoves Travel Stops & Country Stores is seeking a highly skilled Service Advisor to join our team. As a key member of our Truck Care facilities, you will drive sales success through exceptional customer service, leadership, and technical expertise.


  • Indianapolis, United States Truck Country Full time

    Summary: Under the direction of the Service Manager, the Service Advisor is responsible for serving as a liaison between the customer and technicians - which involves providing a high level of communication with customers and co-workers, providing superior customer service, scheduling repairs, assigning work to technicians, preparing repair orders, billing...


  • Indianapolis, United States US Health Services Full time

    Insurance Benefits Advisor Make a difference: Our clients are looking for viable alternatives to their current benefit programs and as a result of current economic conditions, the demand for our products and services has never been greater! Our Insurance Benefit Advisors can make a real difference in people's lives. You'll work directly with Americas...


  • Indianapolis, United States US Health Services Full time

    Insurance Benefits Advisor Make a difference: Our clients are looking for viable alternatives to their current benefit programs and as a result of current economic conditions, the demand for our products and services has never been greater! Our Insurance Benefit Advisors can make a real difference in people's lives. You'll work directly with Americas...


  • Indianapolis, United States US Health Services Full time

    Insurance Benefits AdvisorMake a *****Our clients are looking for viable alternatives to their current benefit programs and as a result of current economic conditions, the demand for our products and services has never been greater! Our Insurance Benefit Advisors can make a real difference in peoples lives. Youll work directly with Americas self-employed,...

  • Financial Advisor

    2 months ago


    indianapolis, United States Thrivent Full time

    Meaningful work. Rewarding career.Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you’ll be paid through commissions and incentives based on your...


  • Indianapolis, United States Farther LLC Full time

    Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production...


  • Indianapolis, United States Ulta Beauty Full time

    Ulta Beauty - 8487 Union Chapel Rd Unit 720 [Sales Associate / Team Member] As a Beauty Advisor at Ulta Beauty, you'll: Make eye contact, smile, and promptly acknowledge and greet each guest entering the store; Determine each guest need and answer questions concerning products and services; Partner with management to ensure the guest needs are met; Recommend...


  • Indianapolis, United States Aaron's Full time

    Customer Accounts Advisor Hiring Range $13.25 to $14.00: This position is also eligible for incentive pay based on performance. Aarons Customer Account Advisors serve as coaches to our customer, driving payment collections and lease agreement renewals by understanding lease agreement benefits and ensuring customers are 100% satisfied with the product. As a...


  • indianapolis, United States USHEALTH Full time

    p>Insurance Benefits AdvisorMake a difference:Our clients are looking for viable alternatives to their current benefit programs and as a result of current economic conditions, the demand for our products and services has never been greater! Our Insurance Benefit Advisors can make a real difference in people's lives. You'll work directly with Americas...


  • Indianapolis, United States US Health Services Full time

    Insurance Benefits Advisor Make a difference: Our clients are looking for viable alternatives to their current benefit programs and as a result of current economic conditions, the demand for our products and services has never been greater Our Insurance Benefit Advisors can make a real difference in peoples lives. Youll work directly with Americas...


  • Indianapolis, United States US Health Services Full time

    Insurance Benefits Advisor Make a difference: Our clients are looking for viable alternatives to their current benefit programs and as a result of current economic conditions, the demand for our products and services has never been greater! Our Insurance Benefit Advisors can make a real difference in people's lives. You'll work directly with Americas...

  • Financial Advisor

    1 month ago


    indianapolis, United States Invst Full time

    Company DescriptionInvst is a forward-thinking independent Registered Investment Advisory firm based in Indianapolis, IN. We are dedicated to empowering entrepreneurs by providing them with the education, guidance, and counsel needed to realize their full financial potential. As a fiduciary, we prioritize our clients' best interests, ensuring that our advice...

  • Financial Advisor

    1 month ago


    Indianapolis, United States Invst Full time

    Company DescriptionInvst is a forward-thinking independent Registered Investment Advisory firm based in Indianapolis, IN. We are dedicated to empowering entrepreneurs by providing them with the education, guidance, and counsel needed to realize their full financial potential. As a fiduciary, we prioritize our clients' best interests, ensuring that our advice...