General Position Summary
The Installation Coordinator is responsible for overseeing and managing the installation process, providing essential support to Sales, Inside Sales, and the Customer Experience Leads during and after install. The coordinator ensures all installation schedules are met, documentation is accurate, and customer satisfaction is achieved.
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Essential Functions / Major Responsibilities include but are not limited to:
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- Assign installers to orders that require install using Salesforce and Oracle. This involves needing to use the approved installer table to locate the closest contracted installer, dispatching the install case to them, and following the case to close.
- Coordinate and schedule installation activities for products and services, ensuring they align with customer requirements.
- Communicate installation timelines, delays, and any changes to customers.
- Monitor progress to ensure installations are completed on time and within budget.
- Create all Pending Installation and Work Order documentation in Oracle and send to the installers via Salesforce.
- Work closely with Insides Sales, Service Operations and Customer Service to troubleshoot and resolve any challenges associated with prior to, during and after an install.
- Contact Installers for scheduled install dates and maintain this information in Salesforce.
- Communicate any delays or changes to the customers, installers, Sales and Customer Service.
- Assist with installer questions or general troubleshooting requests.
- Work with our distribution centers to collect pictures and documentation of the installer shipments in case the installer claims to not have received certain products.
- Audit and approve installer invoices.
- Work cross functionally with other departments to ensure that install cases stay up to date at all times.
- Maintain contact and shipping information for installers in Salesforce as changes come up. Â
- Perform various data entry functions throughout the day.
- Provide support to other team members when needed.
- Process RMA Installation Work Orders as needed for Customer Service which includes order creation in Oracle, coordination with the distribution centers for product availability and configuration, coordination with Logistics to process shipments from and to the installer/customer and following up with sales, the Customer Experience Leads and Customer Service throughout the process.
- Additional duties may be assigned.
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Specific Job Requirements include but are not limited to:
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- Must be fluent in clear, professional English (verbal and written).
- Must have strong communication skills via text, email, and phone.
- Must have excellent attention to detail with the ability to multitask in a fast-paced, deadline-driven environment.
- Must have a strong work ethic
- Must have outstanding organizational and time management skills while maintaining a professional demeanor.
- Must have a high level of energy and enthusiasm, with the ability to thrive in a team-oriented atmosphere.
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Education and Experience Requirements:
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- Excellent computer skills, including a high level of proficiency with MS Office, specifically MS Excel
- High school diploma or equivalent
- Data entry and customer service experience preferred
- Salesforce and Oracle experience preferred
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           Job Specific Competencies
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- Customer Focus - Builds customer confidence, is committed to increasing customer satisfaction, sets achievable customer expectations, assumes responsibility for solving customer problems, ensures commitments to customers are met, solicits opinions and ideas from customers, responds to internal customers.
- Dependability - Meets commitments, works independently, accepts accountability, handles change, sets personal standards, stays focused under pressure, meets attendance/punctuality requirements.
- Productivity - Manages a fair workload, volunteers for additional work, prioritizes tasks, develops good work procedures, manages time well, handles information flow.
- Teamwork - Meets all team deadlines and responsibilities, listens to others and values opinions, helps team leader to meet goals, welcomes newcomers and promotes a team atmosphere.
- Communication - Communicates well both verbally and in writing, creates accurate and punctual reports, delivers presentations, shares information and ideas with others, has good listening skills.
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           Working Conditions
The physical and environmental 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. Work may require:
- Bending, stooping, reaching, twisting, lifting, pushing, pulling and moving items - The employee is occasionally required to stand, walk, sit, and reach with hands and arms; and stoop, kneel, crouch, or crawl. Requires the ability to move around and maneuver products when necessary. Occasionally lifts and carries items weighing up to 15 pounds
- Walking and Standing - Requires moving around
- Requires corrected vision and hearing to normal range
- Requires working under stressful conditions or working irregular hours
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           Work Environment
Work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions: work performed in an office environment. Involves frequent interaction with internal and external customers.Â
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Position Status
Level:Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Staff
FLSA: Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Non-Exempt
Supervises: Â Â Â Â Â Â Â Â Â N/A
This job description reflects management’s assignment of essential functions. It is only a summary of the typical functions of the job, not an exhaustive or comprehensive list of all possible job responsibilities, tasks, and duties. The responsibilities, tasks, and duties of the employee might differ from those outlined in the above job description and, other duties as assigned, might be part of the role. It does not restrict the tasks that may be assigned nor is it considered a contract of employment overriding at-will employment.
In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.
Core Health& Fitness is an equal opportunity employer that does not discriminate on the basis of race, color, national origin, sex, disability, age, religion, sexual orientation, gender identity, gender expression, creed, disabled veteran status, marital status, or Vietnam-era veteran status. If you are a person with a disability and you need assistance in applying for a position with Core Health & Fitness, please contact our Human Resources department at hr@corehandf.com and direct assistance will be provided.
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