Service and CRM Coordinator

Job Description

Job Description

Description:

Service Operations & CRM Coordinator

Wolcott, CT
Pay: $25.00–$30.00 per hour + Benefits

Must have Service Titan Experience

We are seeking an experienced Service Operations & CRM Coordinator to support our commercial and residential HVAC service operations in Wolcott, CT .

This position plays a key role in keeping daily operations running smoothly through ServiceTitan management, dispatching and scheduling, proposals and estimates, permitting, warranties, and customer coordination . The ideal candidate is highly organized, thrives in a fast-paced service environment, and has hands-on ServiceTitan experience.

Essential Duties & Responsibilities

• Schedule and dispatch commercial and residential HVAC service calls, maintenance visits, and project work. 
• Manage technician schedules and routing, adjusting throughout the day as priorities change. 
• Maintain accurate customer, job, equipment, technician, and service information in ServiceTitan . 
• Create and track service tickets, maintenance agreements, proposals, estimates, and follow-up tasks. 
• Generate and send customer proposals and estimates and follow up on outstanding proposals. 
• Coordinate permits and inspections , including applications, documentation, scheduling, and follow-up. 
• Manage equipment registrations and manufacturer warranty claims , including documentation and claim tracking. 
• Communicate with customers regarding appointments, proposals, warranties, service agreements, and job status. 
• Coordinate with technicians, service managers, project managers, and internal teams to keep jobs moving efficiently. 
• Monitor open jobs and workflows to ensure documentation is complete and jobs are properly closed out. 
• Assist with ServiceTitan reporting, data accuracy, workflow improvements, and user support.

Why Join Us?

We believe great people are the key to our continued growth. You’ll be joining a collaborative, growing company where your contributions matter and there are opportunities to continue developing your career.

Our benefits include:

• Medical insurance 
• Dental insurance 
• Vision insurance 
• 401(k) 
• HSA & FSA options 
• Paid time off 
• Tuition reimbursement 
• Training and professional development 
• Opportunities for career growth and advancement 
• Supportive, team-oriented work environment

Requirements:

• Experience in HVAC, plumbing, electrical, or a related service industry.  
• 1+ year of hands-on ServiceTitan experience required.  
• Previous dispatching and technician scheduling experience required. 
• Experience with proposals, estimates, service agreements, or service coordination. 
• Experience with permitting and/or warranty processing strongly preferred.  
• Strong organizational and multitasking skills. 
• Excellent communication skills with customers and field technicians. 
• Detail-oriented with strong follow-through and accuracy. 
• Comfortable supporting both commercial and residential service operations. 

Key Competencies

• Customer-focused 
• Tech-savvy and process-driven 
• Highly organized 
• Strong problem-solving skills 
• Excellent communicator 
• Able to prioritize and adapt quickly in a fast-paced environment 

Physical Demands

• Ability to sit and work at a computer for prolonged periods. 
• Frequent typing and mouse use. 
• Ability to lift up to 25 pounds.