Service & Sales Coordinator

3 weeks ago

San Jose, United States Automated Solutions Group Full time

Overview 

The Service & Sales Coordinator will work with the Service Manager and a Vice President of the company to help sustain our current service & sales operation. The primary focus of this role will be customer satisfaction by performing various duties related to the service/sales departments, with a focus on creating, tracking and sending service or sales proposals, scheduling field technicians and tracking the performance of service work. 

 

The Company  

ASG strives to be the trusted partner to our customers, to adopt proven technologies and to enhance the lives of our team members. 

  

Our team members are passionate about smart building technologies, with the goal of promoting healthy & environmentally friendly buildings through the provision of complete and reliable building management systems. 

  

We install such control systems on new construction and retrofit projects, including large commercial research and development office campuses, data centers, bioscience, semiconductor clean rooms, and government laboratory campuses.   

  

ASG has a reputation for exceeding customer expectations and consistent execution. Our team members continue this tradition through their passion, integrity and desire to improve. 

 

ASG Service & Sales Departments 

The service department is a fast-paced, customer-centric team that provides support for Building Management Systems built with Automated Logic controls. Work performed by the service department falls into 4 areas: small construction projects, warranty calls, service calls, and routine maintenance. ASG’s service team aims to optimize operating efficiencies, increased occupant comfort, lower overall operating costs, and increased systems reliability. 

 

ASG sales are performed by our Project Managers who are all overseen by a Vice President of the company. This team insures that our customers’ expectations of fast and accurate quotes are met. 

 

Job Responsibilities 

Service Department Responsibilities (~80% of time spent on these duties) 

  • Coordinates scheduling of field technicians to customer site. Maintains Service calendar. 
  • Tracks and follows up on service work performed. Ensures customers are satisfied with work performed 
  • Help assign Service project numbers and track customer billing and payments. 
  • Assist sales and estimating 
  • Addition & retention of Building Automation Maintenance Contracts 
  • Help Service PM with sales/estimating of smaller BMS projects for new & existing customers 
  • Maintain a working knowledge of ASG’s service offerings. 
  • Whatever is necessary to meet the goals stated above 

Sales Department Responsibilities (~20% of time spent on these duties) 

  • Track and assign project bid requests to ensure that all bids are sent on time 
  • Use Salesforce to perform analytics on sales data as required
  • Monitor team's progress, identify shortcomings, and propose improvements

 

Education & Experience Requirements 

  • 2+ years of work experience with service coordination or construction related role. 

 

Technical Requirements  

  • Good computer skills, including MS Office Suite & PDF management software. 
  • Ability to explain technical information to technical and non-technical audiences. 
  • Previous Sage and/or Salesforce CRM experience a plus 

 

General Requirements 

  • Effective communication and interpersonal skills to represent the company to customers and other outside contacts in an ethical and professional manner. 
  • Good organizational, multitasking and time management skills. 
  • Self-motivated and well-organized with an aptitude in problem-solving
  • Attention to detail and willingness to coordinate and confirm project/task details and assumptions.  
  • Be able to work on multiple projects in parallel with varying schedule constraints. 

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