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Service Operations Specialist

2 months ago


Lake Forest, California, United States Aston Carter Full time

Role Overview:

The Service Operations Specialist is responsible for managing and coordinating service-related tasks to ensure seamless execution of service work orders.

Key Responsibilities:

  • Efficiently process and schedule new service work orders utilizing the company's order management system.
  • Prepare and manage service quotes, orders, and tickets.
  • Handle sales orders and maintain accurate logs of technician check-ins and check-outs.
  • Coordinate shipping of products to align with service schedules.
  • Collaborate with field service engineers, third-party technicians, general contractors, electricians, and tile vendors to fulfill service work orders.
  • Review technician service documentation to ensure completion and accuracy.
  • Communicate with account managers to amend purchase orders and not-to-exceed (NTE) limits as necessary.
  • Update the company's ERP system for each device replaced.
  • Extract data from client monitoring systems.
  • Follow up on service work orders to ensure they remain on schedule.
  • Process return labels and RMAs for unused products.
  • Verify vendor invoices for correctness.
  • Post new service orders in the order management system upon job completion.
  • Attach necessary documents and process service orders for invoicing.
  • Create and monitor reports as required.

Required Skills:

  • Proficient in ERP systems, service administration, RMA processes, and order management.
  • Experience in construction, technical, or manufacturing environments.
  • Strong knowledge of Microsoft Dynamics and Microsoft Office.
  • Excellent customer service skills, with the ability to interact positively with field technicians.
  • Intermediate level of experience in service coordination or dispatch.

About Aston Carter:

Aston Carter is dedicated to providing exceptional corporate talent solutions across various sectors, including accounting, finance, human resources, and procurement. We pride ourselves on our extensive recruiting expertise and commitment to diversity, equity, and inclusion.

Diversity, Equity & Inclusion:

At Aston Carter, we believe that diversity and inclusion are vital to the success of our organization. We are committed to hiring diverse talent and fostering an inclusive environment.