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Role Overview:

  • Own the lifecycle of service requests requiring site visits, from intake through scheduling and readiness for execution.
  • Triage incoming cases from Technical Support and validate scope and service needs.
  • Manage service queues and case pipelines within Salesforce, maintaining data accuracy and ensuring timely progression.

Key Responsibilities:

  • Define and validate scopes of work for Field Service Technicians and external partners.
  • Select appropriate service resources based on scope, location, cost, and partner performance.
  • Review and approve partner quotes and invoices, ensuring alignment with scope and cost expectations.

Qualifications:

  • BS/BA preferred with 2+ years in service coordination or operations in a high-volume environment.
  • Strong organizational skills with ability to manage multiple requests simultaneously.
  • Experience with CRM platforms like Salesforce and a customer-first communication approach.

Success Metrics:

  • Consistently progress service requests within SLAs, minimizing backlog and rework.
  • Demonstrate high accuracy in scope definition and resource selection for optimized cost per service event.
  • Maintain proactive customer communication to drive satisfaction and reduce escalations.

Palmetto

Palmetto is a leading clean tech company accelerating the transition to a clean energy future through innovative software, financial products, and services for whole home electrification. We foster a promote-from-within culture with unlimited PTO, medical, dental, vision, paid parental leave, and retirement plans, prioritizing people, planet, and profit.

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