Demo

Professional Services Coordinator

Prismatik
Irvine, CA Full Time
POSTED ON 1/23/2025 CLOSED ON 2/20/2025

What are the responsibilities and job description for the Professional Services Coordinator position at Prismatik?

Essential Functions:
  • Manages full glidewell.io customer lifecycle from close of sale through the first one hundred (100) days of premier Support.
    • Schedules all installation and training events for glidewell.io customers. Ensures accuracy in a very fast paced environment.
    • Manages the glidewell.io calendar balancing customer, staff, and revenue demands to support a profitable and well balanced delivery schedule.
    • Establishes, maintains, and updates files, databases, records, and/or other documents.
    • Coordinates all back office onboarding efforts including, but not limited to, creating the customer’s profile in SharePoint, ensuring they receive all welcome and training materials, distributing & collecting readiness documentation, and arranging pre- and post-installation training.
    • Coordinates shipping and fulfillment of glidewell.io systems in tandem with the installation schedule; closely monitors mill pick-ups.
  • Coordinates all glidewell.io field service activities including maintenance visits and retrofit operations.
    • Independently monitors support communications to identify when an onsite service visit is required.
    • Reviews account history and service issue to determine what maintenance activities and parts are required.
    • Uses Field Service Module to schedule appropriate maintenance technician and order necessary parts.
    • Ensures necessary parts are handed off or shipped in a timely and cost effective manner.
    • Manages Professional Services’ stock of consumable materials and ensures each Implementation Specialist and Field Service Technician’s installation and training materials are replenished as necessary.
  • Serves as primary customer service contact for glidewell.io program; services as first tier Support for customer issues and escalates to the Professional Services Manager when appropriate.
  • Maintains a relationship between sales, client success managers, customer technical support, and implementation specialists for all scheduling needs.
  • Serves as the Project Coordinator for Professional Services project based work including the roll out of new programs and systems.
  • Works directly with the Professional Services Team to deliver high quality service.
  • Performs other related duties and projects as directed by management.
Education and Experience:
  • High school diploma or equivalent; Bachelor’s degree preferred.
  • Minimum five (5) years related experience in a project or office coordination role, preferable in a professional services organization.
  • Power user experience with an ERP, CRP, PSA, or Field Service module required.
  • Previous experience in a customer facing role required.
  • Scheduling experience in a professional setting required.

Pay Range: $23.00-$24.00 p/hr.

Salary : $23 - $24

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