Montreal, QC, H2G 1V4, CAN
1 day ago
Planner
**Description:** The Field Services Coordinator/Planner is responsible for scheduling the execution of Field Services operations at customer sites. This role ensures that all parts, tools, instructions and order details are made available to the Field Services execution workforce and that the closest, qualified FSR (Field Service Representative) is scheduled for the job to meet customer requirements and client workforce optimization. This role interacts with end customers so the Field Services Planner must have strong communication skills. Check/enrich Work Orders to be scheduled in bridge Field Services (bFS) or in other client systems Urgency / requested date, customer information, correct installed base, scope of work, T&C, time to execute Work Orders are created automatically or by Order Management or Technical Support (CCC) Prepare/prioritize the interventions in backlog, based on customer type VIP Gold / Strategic / non VIP, contracts with SLAs, customer availability, spare part and FSR or subcontractors’ availability Assign all possible work orders at least for next 3 months, determining best date/timing balancing customer requirements, delivery of material needed, and skilled/certified FSR availability, while maximizing FSR utilization rate by minimizing travel, idle and overtime, combining multiple interventions to the same or nearby locations when possible. optimized scheduling has direct impact on Field Services Profit & Loss ! Communicate proactively with customers, confirming the intervention details and reminding to FSR the constraints (safety requirement and equipment, permit to work, site access, timing, report, de-briefing with customers…) Monitor the smooth execution of the interventions, rescheduling/cancelling if required, supporting remotely FSR on visit/calendar management, maintaining Work Orders data quality (like Billable info, Install product, planner deviation) For non-connected external technicians only, complete the work orders on their behalf (time entries, deviation, site intervention report…) Animate/Participate to regular meetings with Field Services Execution team (Short Interval Meeting, Sales & Operations Planning), building improvement plan based on weekly/monthly dashboard (like optimizing scheduling, reducing deviations, anticipating internal/external capacity need). **Opportunity for progressive 3 tiers within the role:** **Scheduler:** Basically trained/experienced at Work Order Scheduling. Selects the appropriate FSR for routine work based on established procedures taking into consideration Customer/FSR/Materials availability. **Planner:** Deep knowledge of the requirements for scheduling both planned and unplanned work. The ability to prioritize and make appropriate decisions weighting FSR availability, customer impact and SLA Adherence. **Planner Coordinator:** Expert knowledge of the requirements to properly plan and deliver complex scenarios. Mentor and lead a group of Planners and Schedulers. Monitor KPI and direct team accordingly. Order Management, Customers, FSRs, Field Services Operations Director, Technical Support, Supply chain, Finance. Associate degree and/or equivalent experience (1-2 years experience) Knowledge of Client Field Service Business preferred Expertise in MS Office Applications Excellent analytic skills, Self-starter, Quick learner, Good public speaking and communication skills Knowledge of Client Field Services Business preferred Experience in Customer Care Center preferred. **About US Tech Solutions:** US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit www.ustechsolutions.com (http://www.ustechsolutionsinc.com) . **Disclaimer:** US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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