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Syserco

Service Solutions Coordinator

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Job Description

Consider a Career at Syserco, Voted Best Place to Work Every Year since 2011. At Syserco, people come first. Awarded Best Place to Work in the Bay Area by the San Francisco Business Times and the Silicon Valley Business Journal year over year since 2011. Syserco attracts and retains the best talent in the business. We consistently invest in our employees, ensuring they have the best of everything they need, both on the job and at home, for their families, and for their future. We build collaborative work environments, are active in our community, embrace work life balance, and believe a fun-filled workplace yields the best results. Service Solutions Coordinator The opportunity As a Service Solutions Coordinator at Syserco , you will turn customer requests and technician recommendations into service solutions. You will manage time-and-materials (T&M), parts, and repair quotations from creation through approval, helping drive customer satisfaction and service revenue. Your work will also include customer follow-up, available funding and purchase order tracking, billing, and collections support. What you'll do Own service quotes from start to approval. Prepare accurate labor, material, T&M, parts, repair, and small-project quotations. Review completed service visits, interpret technician findings, and identify, scope, and propose additional service work, repairs, and upgrades. Build relationships and move work forward. Take ownership of service customer satisfaction. Explain service recommendations, follow up on open quotes, secure customer approvals, and resolve issues professionally and promptly. Keep funding, purchase orders, and billing on track. Manage customer funding and track open purchase orders and utilization so required services can move forward. Coordinate billing and collections support, working with customers and Accounting to meet accounting requirements. Connect the team and maintain accurate records. Collaborate with the customer service center, technicians, project teams, Sales, and Accounting. Use service tools throughout the opportunity lifecycle and maintain accurate quotes, customer information, and revenue records. What success looks like You will define, track, administer, and report on key performance indicators that support service growth. Success will be measured by achievement of targets across: Quotes and opportunities: Quote activity, conversion rates, open opportunities, quote turnaround time, and open quote aging.
Service revenue:
Booked service revenue and backlog.
Funding and collections:
Purchase order tracking and utilization, invoice aging, and collections support effectiveness. What you'll bring Education and experience. A high school diploma or equivalent and at least two years of experience in
BAS, HVAC
controls, mechanical service, technical sales support, estimating, service coordination, or a related industry. Technical understanding. Working knowledge of building automation systems (BAS), HVAC controls, mechanical systems, and service operations. Ability to discuss control devices, field components, system deficiencies, and service recommendations with customers and internal teams. Quoting and financial coordination. Experience preparing quotations, estimates, proposals, or service pricing for labor, materials, repairs, or retrofit work, plus experience with purchase orders, invoicing, billing, accounts receivable, or collections. Customer and team support. Experience supporting customers, service teams, sales teams, or project teams in a commercial or industrial environment. Strong relationship-building and communication skills with facility personnel, contractors, and internal partners. Organization and problem-solving. Strong time management, critical thinking, and attention to detail. Ability to prioritize competing deadlines and customer needs while managing multiple quotes, follow-ups, purchase orders, and requests. Software skills. Proficiency with Microsoft Office applications, including Excel, Outlook, Word, and SharePoint. Preferred qualifications An associate's or bachelor's degree in Business, Engineering, Construction Management, HVAC, or a related field. Experience with CRM, service management, or quoting software is preferred; Zendesk experience is also a plus. Turn your service expertise into your next career move. Bring your technical knowledge, customer focus, and follow-through to a team that puts people first.