Service Coordinator II

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Palmetto

WebsiteLinkedInAll Job Openings

201 - 500 employees

⚡ Energy

💸 Finance

Energy • Finance

Palmetto is a company that offers comprehensive solar energy solutions for residential properties. It provides various solar services including design, financing, installation, maintenance, and energy system management. Palmetto aims to make clean energy accessible with its solar feasibility modeling platform and offers flexible payment options like solar lease, purchase, and subscription plans. The company prides itself on exceptional customer service and social impact, helping homeowners to manage their energy consumption efficiently while reducing their environmental footprint.

📋 Description

• Own the lifecycle of service requests requiring site visits, from intake through scheduling and readiness for execution. • Triage incoming cases from Technical Support and determine next steps, including validation of scope and service needs. • Define and validate scopes of work for internal Field Service Technicians and external service partners, ensuring clarity and completeness prior to dispatch. • Select appropriate service resources based on scope, location, cost, and partner performance, optimizing for both efficiency and quality. • Manage service queues and case pipelines within Salesforce, maintaining data accuracy and ensuring all requests progress within defined timelines. • Maintain proactive communication with customers regarding scheduling, delays, and next steps, ensuring a high-quality service experience. • Review and approve partner quotes and invoices, ensuring alignment with scope of work and cost expectations. • Monitor job progress and follow up on open or delayed work orders, escalating risks to timelines, quality, or customer satisfaction as needed. • Collaborate with Field Service, Supply Chain, Engineering, and other internal teams to resolve blockers and ensure successful job execution. • Support partner performance management by providing feedback, identifying recurring issues, and contributing to partner reviews. • Conduct root cause analysis on service issues and recurring failures, documenting insights and contributing to process improvements. • Identify workflow inefficiencies and suggest improvements to processes, tools, and coordination practices.

🎯 Requirements

• BS/BA is preferred. • 2+ years of experience in a service coordination, operations, or customer support role in a high-volume environment. • Strong organizational and time management skills, with the ability to manage multiple service requests simultaneously. • Ability to make decisions under ambiguity, balancing speed, cost, and customer impact. • Customer-first mindset with strong communication skills, both written and verbal. • Experience working with CRM or service management platforms (Salesforce preferred). • Attention to detail, particularly in scope validation, scheduling accuracy, and cost control. • Ability to work cross-functionally and manage multiple stakeholders, including external service partners. • Proactive, resourceful, and comfortable operating in a fast-paced, evolving environment. • Experience in residential solar, construction, or field service operations is preferred. • Familiarity with service partner networks and contractor-based service models is preferred. • Spanish proficiency is a plus.

🏖️ Benefits

• unlimited PTO • medical coverage • dental coverage • vision coverage • paid parental leave • retirement plans