Field Service Deployment Specialist

About IMI

IMI plc, the specialist engineering company, designs, manufactures and services highly engineered products that control the precise movement of fluids. Its innovative technologies, built around valves and actuators, enable vital processes to operate safely, cleanly, efficiently and cost effectively. The Group works with industrial customers across a range of high growth sectors, including energy, transportation and infrastructure, all of which are benefiting from the impact of long-term global trends including climate change, urbanization, resource scarcity and an ageing population. IMI employs some 11,000 people, has manufacturing facilities in more than 20 countries and operates a global service network. IMI currently operates across three globally recognized Divisions: Critical Engineering, Precision Engineering and Hydronic Engineering.

About IMI Critical Engineering

IMI Critical has long been recognized as a world-leader in the provision of flow control solutions. Our products allow vital industries to operate safely, cleanly, reliably and efficiently, so that they can provide us with the energy, resources and materials that underpin modern lives. IMI Critical’s family of specialist companies design, manufacture and service bespoke valves and actuators that precisely control the flow of steam, gas and liquids under extremes of pressure and temperature, as well as intensely abrasive or corrosive operating conditions. Our valves can be found in a myriad of industrial plants and processes around the world, enabling the production of oil and gas, power, petrochemicals, metals, pharmaceuticals, cosmetics, food and beverages, water and sanitation, pulp and paper, ethanol and sugar. Our products are also widely deployed on ships and submarines. Our engineering expertise means that we can make hazardous processes safer, cleaner and greener. By helping clients reduce emissions, improve safety, and make processes more efficient, we have a direct and positive impact on the world. That is why we describe our purpose as ‘breakthrough engineering for a better world’.

IMI Critical Engineering Americas provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

Position Summary

This position is recognized as a multi-dimensional role coordinating with internal and external resources to ensure service is performed at the highest level. The resource filling this role must be able to work with internal and/or external clients developing an in-depth understanding their needs and requirements. The ability to effectively initiate, develop, and coordinate resources (people and material) is considered critical for success in this role.

Responsibilities

• Assists with planning and execution of Field Service activities
• Schedule & dispatch Field Service Technicians (FST), Tooling, and Spare Parts to Job sites in time to meet job requirements / customer needs
• Ensure proper / required tooling is available to perform scheduled work
• Advise Service Technicians of their schedule commitments
• Develop and provide complete Job Information Packets to FST for assigned work (Drawings, datasheets, customer information, job history, etc.)
• Facilitate parts orders to support Service Technicians on-site and assists with expediting parts shipments
• Manage customer purchase orders (PO), intercompany purchase orders, intercompany cost transfers, and 3rd party purchase orders for assigned work
• Assure purchase orders and any revisions are entered in salesforce / IFS by billing coordinator
• Monitor and manage costs on service orders. Notify customers when costs reach 75% of Purchase Order.
• Manage change order (CO) process with customer / sales to ensure invoicing is not delayed awaiting change order
• Provide data to billing coordinator to enable weekly forecasts and 30 day lookahead are accurate
• Gather and review field / repair documentation for completeness prior to sending to billing coordinator for invoicing
• Review, create or modify Salesforce information to ensure work can be monitored by stakeholders (sales, management, etc.)
• Assist in the development of processes, procedures and workflows to improve performance of the field service group.
• Manage revision of templates, bill sheets, rate sheets and other documents
• Coordinate & manage FST travel process
• Maintain after hours phone support and call schedule
• Provide post-job follow-up to ensure all actions are complete (drawing changes, spares re-stock quotes, repair parts returned to Houston, required customer reports, internal reports, etc.)
• Assist Proposal Manager / Estimator with providing quotes to customers for service jobs
• Assists with determination of new construction project commissioning schedules and ensure sites are properly supported (hydro kits, flushing kits, technical support, etc.).
• Works closely with Technical Engineers for defining problems, troubleshooting, and resolving product problems
• Maintain an updated database for Field Service Employees and Contractors:

  o Personal Data (DISA Background Checks, Safety Training Status/Expirations – with Plant Safety Coordinator)
  o Qualifications and skill set requirements needed by field job/customer
  o Personnel Availability

Qualifications and Required Skills:

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• HS Diploma required; AA degree desired; BS degree preferred
• 3 to 5 years of experience in a related field / similar role or a field service role; or combination of education and experience
• Knowledge of company products, practices and procedures in managing work relating to service, manufacturing, and delivery.
• Knowledge in the area of contracts, contracts management, and terms and conditions
• Creative thinking/problem solving skills necessary
• Effective communication skills (oral and written) required
• Self-driven personality
• Ability to work in a fast-paced environment
• Knowledge of principles of order administration including contract provisions and precedents
• Knowledge of concepts, practices, and products in the valve industry desirable
• Computer literate (MS Word, Excel, Outlook, Project) desirable
• Knowledge of manufacturing processes and techniques desirable

Physical Demands:

• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; and talk or hear. The employee is occasionally required to stand and walk.
• The vision requirements include depth perception, ability to adjust focus, close vision, and color vision. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• While performing the duties of this job the employee is occasionally exposed to moving mechanical parts, high precarious places, fumes, airborne particles, toxic or caustic chemicals. The employee is occasionally exposed to outdoor weather conditions, extreme heat, risk of electrical shock, and vibration. The noise level in the environment is reasonable. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions