Sales Scheduler (Onsite)

Key Relationships

• Scheduling Leader, Sales

• Director Routing and Scheduling 

• VP Logistics

• Sales Professionals (OSP and ISPs)

• North America Managers and Colleagues

• Key customers

• Strong relationships within customer organization and Field

Job Summary

In this position the scheduler will use routing and scheduling software solutions to create and provide an effective and efficient Outside Sales Professional (OSP) schedule each day. This person will be responsible for partnering and supporting the field operations teams, as well as, having the ability to accommodate and/or overcome customer scheduling objections all while creating a great customer experience. In this position you will also be responsible to achieve company goals and objectives, report metrics and work with others to achieve a common goal.

Key Performance Indicators 

• Scheduling Customer Follow-up Requests worked

• Sales Leads scheduled

Principal Duties and Responsibilities

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Responsibilities and essential job functions include but are not limited to the following:

• Support up to 50 OSP across a variety of branches confirming and setting ideal scheduling plans

• Communicates routes and appointments to field leaders

• Summarizes and reviews plans daily with the Service Planning Supervisor

• Creates summary reports daily and provides to supervisor

• Performs other duties as assigned

Required Experience

• High school diploma or (GED) or equivalent combination of education and/or experience in the service industry

• 1-2 years of related experience as dispatcher and/or customer service agent

• Ability to read, analyze, and interpret general business documents, maintenance instructions, procedural manuals and/or government regulations

• Ability to manage multiple, repetitive tasks

• Basic understanding of internet, e-mail processes, software applications (such as MS Word, Outlook), Texting software or other forms of software needed to accomplish this objective

• Ability to effectively interact with co-workers and the public

• Basic knowledge of the company’s branch service department as it relates to resources, territory structure, advanced planning of recurring services and schedule availability for unplanned demand

• Basic knowledge of the company’s operating systems

Required Leadership Traits and Characteristics

• Outstanding communication skills with demonstrated ability to influence at all levels with a range of internal and external stakeholders including customers, employees, and suppliers as required.

• Able to demonstrate strong levels of drive, work ethic and personal accountability with the ability to work under pressure while maintaining sound judgement and a rigorous focus on the details.  

• Acts with the highest standards of integrity at all times and builds enduring and trusting relationships across all key stakeholders.

Formal Education, Qualifications or Training

• High school diploma or (GED) or equivalent combination of education and/or experience in the service industry

• 1-2 years of related experience as dispatcher and/or customer service agent

The physical demands are representative of those that must be met by an employee to perform the essential function to this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Incumbent must be prepared to:

• Move up to 10 pounds occasionally, by lifting, carrying, pushing, pulling, or otherwise repositioning objects.
• Sitting for long periods of time while using office equipment such as computers, phones and etc.
• Fingering and Repetitive motions; such as movement of wrists, hands and fingers while picking, pinching and typing during your normal working environment.
• Express or exchange ideas with others through the use of spoken word, quickly, accurately, and at an easily audible volume, and receive detailed information through oral communication at usual speaking levels without correction, and/or make fine discriminations in the nature of sounds in the environment.

Incumbent is required to have:

• Close visual acuity to perform detail-oriented activities at distances close to the eyes, as well as visual acuity to perform activities at or within arm’s reach with skill, control, and accuracy, such as preparing and analyzing data, viewing computer screen and expansive reading.

Incumbent will be subject to:

• Inside working conditions: The change of building environment such as with or without air conditioning and heating