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Installation Coordinator

Company: Stiles Machinery
Location: Upland
Posted on: January 10, 2022

Job Description:


  • Communicate with customer to confirm delivery, installation and training dates, review preparation details with the customer and insure they are informed of their responsibilities through a signed pre-install checklist to facilitate a successful installation.
  • Communicate details of the installation with Field Service Representative prior to installation, maintain contact during installation, document progress and issues, and provide support
  • Coordinate delivery and ancillary equipment needs for machines sold without installation, ensuring customer satisfaction.
  • Communicate with the salesman upon receipt of order to determine any undocumented issues, understand customer expectations and commitments made to the customer.
  • Communicate with accounting/finance regarding credit status, and traffic regarding delivery specifics.
  • Verify install and warranty terms and allocations.
  • Understand the correct technical specifications and options of the machine. Coordinate delivery of all components and parts orders to coincide with machine installation.
  • Handle coordination of dust and other ancillary equipment that may be necessary for the installation.
  • Perform pre-install meetings and/or follow-up meetings with Service Scheduling Coordinators, Product Groups, Sales and/or customers, if necessary.
  • Coordinate run-off needs with Product Group, understanding the reasons for the run-off and the outcome of the run-off. May include arranging for materials, if necessary.
  • Maintain good relationships with customers by creating plans to get issues resolved by proper tracking, documentation, problem resolution and follow-up with customer.
  • Receive and file documentation relating to installation, machine backups, and install photos. Follow up with FSR if not received in a timely manner.
  • Prepare and distribute installation reports as required.
  • Assist with the installation and de-installation of machines in showrooms when required.
  • Coordinate machinery trade-ins, including de-installation, packing and coordination with other internal groups
  • Hand off to Regional Service and notify sales channel after install is complete.
    The successful candidate will have knowledge and experience in:
    • MS Office applications
    • Ability to multitask
    • Adaptability to changing priorities
    • Strong verbal and written communication skills
    • Strong administrative skills
    • Self-starter and self reliant
    • Excellent problem-solving skills

Keywords: Stiles Machinery, Upland , Installation Coordinator, Other , Upland, California

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