Planned Services Specialist

Position Summary The Planned Services Specialist will assist in the daily operations of all planned services offered to our Commercial and Residential customers including our in‑house asset management system, Tecta Tracker. Essential Duties & Responsibilities Create, review, edit and finalize Tecta Tracker projects and reports in a timely manner. Create records, summaries, and updates to ensure better communication and company‑wide understanding of the Tecta Tracker program. Monitor and coordinate the planning and implementation of the Tecta Tracker program and the projects, policies and practices that it involves. Support planning and coordination of the Tecta Tracker program and its activities. Maintain updated records and reports. Resolve administrative issues by analyzing information. Communicate with team members to ensure maximum efficiency, including keeping them up to date with relevant project information, deadlines, etc. and maintaining constant communication with multiple service managers. Update customer cards, equipment cards, scheduled maintenance cards, etc. Set up schedules to run all planned services throughout the year. Communicate with scheduling department on service ticket status. Communicate with customers on warranties about to expire, or a skipped planned service. Support growth and program development. Education / Experience Associate’s Degree or equivalent from two‑year college or technical school; or at least one year of related experience and/or training; or an equivalent combination of education and experience. Knowledge, Skills, and Abilities Demonstrates the ability to maintain high levels of confidentiality. Possesses strong phone contact handling skills coupled with active listening. Exhibits a customer‑oriented approach with the adaptability to respond to diverse individuals and situations. Shows initiative in learning and quickly implementing new skills or procedures. Skilled in multitasking, prioritizing, and managing time effectively. Possesses excellent written and oral communication abilities. Demonstrates strong diligence, accuracy, and attention to detail. Highly customer service oriented with a proactive attitude. Proficient in MS Outlook, Word, and Excel. Capable of building and maintaining effective relationships across all levels of an organization within a collaborative environment. Demonstrates strong planning, organizing, and problem‑solving skills. Adept at identifying and resolving issues, following through on tasks to ensure completion, and setting priorities with a sense of urgency to meet deadlines. 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 accommodation 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, talk or hear. The employee is also required to stand; walk; reach with hands and arms; climb or balance and stoop, kneel. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. Benefits Schwickert's offers a comprehensive benefits package including medical, dental, vision, 401(k) with company match, paid time off, paid holidays, etc. Starting pay ranges from $22-$25 per hour, based on experience and qualifications. EEO / AA EEO/AA Employer/Vets/Disability #J-18808-Ljbffr