Field Service Deployment Specialist

About the position

This Field Service Deployment Specialist position is recognized as a multi-dimensional role coordinating with internal and external resources to ensure service is performed at the highest level. The resource filling this role must be able to work with internal and/or external clients developing an in-depth understanding their needs and requirements. The ability to effectively initiate, develop, and coordinate resources (people and material) is considered critical for success in this role.

Responsibilities

• Assists with planning and execution of Field Service activities
• Schedule & dispatch Field Service Technicians (FST), Tooling, and Spare Parts to Job sites in time to meet job requirements / customer needs
• Ensure proper / required tooling is available to perform scheduled work
• Advise Service Technicians of their schedule commitments
• Develop and provide complete Job Information Packets to FST for assigned work (Drawings, datasheets, customer information, job history, etc.)
• Facilitate parts orders to support Service Technicians on-site and assists with expediting parts shipments
• Manage customer purchase orders (PO), intercompany purchase orders, intercompany cost transfers, and 3rd party purchase orders for assigned work
• Assure purchase orders and any revisions are entered in salesforce / IFS by billing coordinator
• Monitor and manage costs on service orders. Notify customers when costs reach 75% of Purchase Order.
• Manage change order (CO) process with customer / sales to ensure invoicing is not delayed awaiting change order
• Provide data to billing coordinator to enable weekly forecasts and 30 day lookahead are accurate
• Gather and review field / repair documentation for completeness prior to sending to billing coordinator for invoicing
• Review, create or modify Salesforce information to ensure work can be monitored by stakeholders (sales, management, etc.)
• Assist in the development of processes, procedures and workflows to improve performance of the field service group.
• Manage revision of templates, bill sheets, rate sheets and other documents
• Coordinate & manage FST travel process
• Maintain after hours phone support and call schedule
• Provide post-job follow-up to ensure all actions are complete (drawing changes, spares re-stock quotes, repair parts returned to Houston, required customer reports, internal reports, etc.)
• Assist Proposal Manager / Estimator with providing quotes to customers for service jobs
• Assists with determination of new construction project commissioning schedules and ensure sites are properly supported (hydro kits, flushing kits, technical support, etc.)
• Works closely with Technical Engineers for defining problems, troubleshooting, and resolving product problems

Requirements

• HS Diploma required; AA degree desired; BS degree preferred
• 3 to 5 years of experience in a related field / similar role or a field service role; or combination of education and experience
• Knowledge of company products, practices and procedures in managing work relating to service, manufacturing, and delivery.
• Knowledge in the area of contracts, contracts management, and terms and conditions
• Creative thinking/problem solving skills necessary
• Effective communication skills (oral and written) required
• Self-driven personality
• Ability to work in a fast-paced environment
• Knowledge of principles of order administration including contract provisions and precedents
• Knowledge of concepts, practices, and products in the valve industry desirable
• Computer literate (MS Word, Excel, Outlook, Project) desirable
• Knowledge of manufacturing processes and techniques desirable
• Bilingual Spanish desirable, but not required

Benefits

• Multiple health plans to choose from: HMO, PPO, and High Deductible Health Plans with a low-cost share
• Best-in-class 401K plan with zero vesting and up to 6% contribution matching
• 14-week maternity leave at full pay (Adoption benefits are equivalent)
• 4-week paternity leave at full pay (Adoption benefits are equivalent)
• Employee Resource Groups that offer community and support, like our Pride Network and Network of Women groups
• PTO, encompassing inclusive holidays
• Career Development opportunities (IMI’s ‘Catalyst’ Program)
• Employer contribution for Health Savings Account, and in many cases free virtual telemedicine, and teletherapy.
• Mental Health and wellness programs to support you and your family
• Full suite of voluntary benefits to tap into, including but not limited to: Critical illness insurance, hospital indemnity, legal insurance, identity theft protection, and pet insurance or home & auto insurance through our discount advantage platform
• Short & long-term disability as well as basic life insurance at 2x your basic salary at no cost to the employee
• Free financial advisors, webinars, and classes through Charles Schwab
• Annual Employee Stock Purchase Plan with option to purchase IMI shares at a reduced employee only price - no opportunity to lose, only to profit or refund your investment 100%