Demo

Operations Coordinator

Lift & Transfer Specialists, Inc.
Brentwood, CA Full Time
POSTED ON 4/12/2025
AVAILABLE BEFORE 5/9/2025

Serving California, Nevada, and Hawaii since 1997, Lift & Transfer Specialists (LTS) has been a leading Durable Medical Equipment supply company specializing in Patient Lift Systems to many Veterans, Schools, Hippotherapy Centers, Private Pay customers, and other clients. Our goal is to add new team members that bring their exceptional skills and leadership to our team. We want someone that can contribute their skills and share our passion for delivering life-changing solutions to the disabled.

POSITION SUMMARY :

The Operations Coordinator serves as the internal hub and interface – supporting both our internal Operations and the Sales, Installation & Repair Teams for success in delivering a best-in-class customer satisfaction experience while scheduling the projects and keeping track of inventory and project status with our new CRM system.

AREAS OF RESPONSIBILITY :

  • Scheduling of all Installations and helping with Repair scheduling with clients and for our Service Technicians.
  • Phone interactions with clients, at times very busy, with the capability to handle multiple phone lines.
  • Entering data constantly into the Method CRM system, Salesforce and Quickbooks Online.
  • Interacting with Accounts Receivable and completing all required paperwork daily for submittal for fast invoicing.
  • Creating Purchase Orders for project materials from our various suppliers as required and tracking and reporting on the deliveries.
  • Maintain the lowest cost for materials through attention to pricing detail. Updating all-new items and pricing into our  Quickbooks Online platform.
  • Creating Pull Tickets for product / material preparation in our warehouse for the Service and Installation Technicians before installation.
  • Having great attention to cleanliness, organization, and upkeep of records is mandatory.
  • Work with the staff to create an inventory of products located in our warehouses, trucks, repair shop and showroom.
  • Product troubleshooting and problem-solving via phone, Facetime, or Zoom with clients when necessary.
  • Shipping and Receiving - ship products to customers via UPS or another platform, track purchase orders placed, check shipments when received, follow up with back-order and damaged products.

QUALIFICATIONS :

  • Internet and technology savvy, with the ability to use computers accurately, including experience with Quickbooks Online, Outlook, Teams, Gmail, Excel, Field Pulse and Salesforce CRM programs, and other technology solutions.
  • Must have great previous experience dealing with construction workers, with customers who can be demanding, with scheduling projects, with the skills to handle pressure situations, easy going attitude and able to handle changing of schedules every day due to construction schedule changes.
  • 5-10 years' experience in very busy office environments.
  • Excellent customer service and communications skills are a must.
  • Ability to pass a background, driving record, and drug screen.
  • Shipping and Receiving qualifications. Experience with dispatching helpful.
  • IDEAL CANDIDATE :

  • A positive attitude with an uncompromising belief in teamwork that supports effective collaboration with others while supporting the goals of the business.
  • Customer-centric approach that results in successful partnership with Key Customers / Relationships.
  • Motivated to do continuous learning and improvement in medical product knowledge.
  • Independent problem-solving skills that can identify inefficiencies and recommend and quickly implement solutions.
  • Demonstrate flexibility during periods of change and transition.
  • Strong attention to detail, recordkeeping, and documentation accomplishing tasks by considering all areas involved and showing concern for all aspects of the job.
  • Superior time management, planning, and organizing skills that can meet or exceed all deadlines.
  • Initiative to execute on self-guided, special initiative projects.
  • Strong English-speaking verbal, written, and graphic communication skills that help with collaboration across cross-functional teams.
  • Spanish Speaking candidates are encouraged.
  • Desire to positively impact the lives of LTS customers through top industry products and services.
  • COMPENSATION :

  • 45,760 - $60,000 per year, depending on experience.
  • Job Type : Full-time.
  • Medical coverage.
  • Paid time off.
  • COMPANY CULTURE :

  • The above statements are intended to describe the general nature and level of work being performed. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required. You must be flexible and ready to learn other staff positions to do some of their work during their vacation time / sick days, and other time off. You must agree that you are willing and able to handle the clients and do what needs to be done no matter what to help them get the best results. We are looking for the best candidate who is fits in with our team, not the most talented person.
  • Lift & Transfer Specialists Inc. provided the following inclusive hiring information :

    We are an equal opportunity employer and consider all qualified applicants equally without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status.

    Salary : $45,760 - $60,000

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