Service & Sales Coordinator
Rezolut, Tucson, AZ, United States
Service & Sales Coordinator (Dual Role)
Location: Tucson, AZ Department: Service / Sales Reports To: Senior Director of Operations
Position Overview
The Service & Sales Coordinator plays a critical cross-functional role supporting both the Service and Sales teams. This position ensures seamless coordination of service operations, customer support, and sales pipeline activities. The ideal candidate is highly organized, proactive, detail-oriented, and comfortable managing multiple priorities across operations and revenue-generating functions.
Key Responsibilities
Service Coordination (Primary Focus)
Coordinate and schedule service work orders across regions and field service engineers
Serve as the central point of contact for incoming service requests (phone/email)
Dispatch service requests appropriately based on geography, urgency, and skillset
Utilize Service Fusion to manage:
Work order creation and tracking
Technician scheduling and routing
Service history and documentation
Source, order, and track parts required for service jobs
Obtain and compare vendor quotes for parts and repairs (OEM and third-party)
Coordinate with vendors, OEMs, and third-party service providers
Track job status and ensure timely updates to internal teams and customers
Assist in preparing service estimates, quotes, and service agreements
Support preventative maintenance scheduling and tracking
Monitor service KPIs (response time, completion time, uptime)
Assist with invoicing coordination and service documentation completion
Sales Coordination (Secondary Focus)
Support the sales team with coordination of active opportunities and pipeline tracking
Maintain and update CRM (Salesforce or equivalent) with:
Leads, contacts, and accounts
Opportunity stages and notes
Activity tracking (calls, emails, meetings)
Coordinate roadshow coach scheduling, logistics, and routing
Assist in planning and execution of roadshow stops, demos, and customer visits
Help prepare proposals, quotes, and sales materials
Coordinate internal communication between sales, operations, and fabrication teams
Assist with outbound marketing efforts, including:
Email campaigns
Prospect outreach coordination
Event and conference support
Track and follow up on leads generated from marketing campaigns and events
Help manage prospect lists and data integrity within CRM
Support reporting on pipeline activity, conversion rates, and sales metrics
Cross-Functional Responsibilities
Act as a communication bridge between Service, Sales, Operations, and Leadership
Prioritize and manage multiple requests in a fast-paced environment
Identify process improvement opportunities across service and sales workflows
Support customer experience initiatives to ensure high satisfaction and retention
Assist in developing SOPs and playbooks for service and sales coordination
Maintain organized documentation, records, and reporting systems
Provide general administrative and operational support as needed
Qualifications
5+ years of experience in a coordination, operations, service, or sales support role
Experience with service management software (e.g., Service Fusion)
Experience with CRM systems (e.g., Salesforce, HubSpot, or similar)
Strong organizational and multitasking skills
Excellent communication and customer service skills
Ability to work independently and proactively solve problems
Detail-oriented with strong follow-through
Proficiency in Microsoft Office
Preferred Experience
Background in healthcare, medical equipment, or field service environments
Experience supporting mobile operations, logistics, or scheduling
Familiarity with quoting, procurement, or vendor management
Exposure to marketing coordination or outbound sales support
Key Traits for Success
Highly organized and process-driven
Strong sense of urgency and accountability
Calm under pressure with a solutions-focused mindset
Team-oriented with strong communication skills
Adaptable and comfortable wearing multiple hats
Location: Tucson, AZ Department: Service / Sales Reports To: Senior Director of Operations
Position Overview
The Service & Sales Coordinator plays a critical cross-functional role supporting both the Service and Sales teams. This position ensures seamless coordination of service operations, customer support, and sales pipeline activities. The ideal candidate is highly organized, proactive, detail-oriented, and comfortable managing multiple priorities across operations and revenue-generating functions.
Key Responsibilities
Service Coordination (Primary Focus)
Coordinate and schedule service work orders across regions and field service engineers
Serve as the central point of contact for incoming service requests (phone/email)
Dispatch service requests appropriately based on geography, urgency, and skillset
Utilize Service Fusion to manage:
Work order creation and tracking
Technician scheduling and routing
Service history and documentation
Source, order, and track parts required for service jobs
Obtain and compare vendor quotes for parts and repairs (OEM and third-party)
Coordinate with vendors, OEMs, and third-party service providers
Track job status and ensure timely updates to internal teams and customers
Assist in preparing service estimates, quotes, and service agreements
Support preventative maintenance scheduling and tracking
Monitor service KPIs (response time, completion time, uptime)
Assist with invoicing coordination and service documentation completion
Sales Coordination (Secondary Focus)
Support the sales team with coordination of active opportunities and pipeline tracking
Maintain and update CRM (Salesforce or equivalent) with:
Leads, contacts, and accounts
Opportunity stages and notes
Activity tracking (calls, emails, meetings)
Coordinate roadshow coach scheduling, logistics, and routing
Assist in planning and execution of roadshow stops, demos, and customer visits
Help prepare proposals, quotes, and sales materials
Coordinate internal communication between sales, operations, and fabrication teams
Assist with outbound marketing efforts, including:
Email campaigns
Prospect outreach coordination
Event and conference support
Track and follow up on leads generated from marketing campaigns and events
Help manage prospect lists and data integrity within CRM
Support reporting on pipeline activity, conversion rates, and sales metrics
Cross-Functional Responsibilities
Act as a communication bridge between Service, Sales, Operations, and Leadership
Prioritize and manage multiple requests in a fast-paced environment
Identify process improvement opportunities across service and sales workflows
Support customer experience initiatives to ensure high satisfaction and retention
Assist in developing SOPs and playbooks for service and sales coordination
Maintain organized documentation, records, and reporting systems
Provide general administrative and operational support as needed
Qualifications
5+ years of experience in a coordination, operations, service, or sales support role
Experience with service management software (e.g., Service Fusion)
Experience with CRM systems (e.g., Salesforce, HubSpot, or similar)
Strong organizational and multitasking skills
Excellent communication and customer service skills
Ability to work independently and proactively solve problems
Detail-oriented with strong follow-through
Proficiency in Microsoft Office
Preferred Experience
Background in healthcare, medical equipment, or field service environments
Experience supporting mobile operations, logistics, or scheduling
Familiarity with quoting, procurement, or vendor management
Exposure to marketing coordination or outbound sales support
Key Traits for Success
Highly organized and process-driven
Strong sense of urgency and accountability
Calm under pressure with a solutions-focused mindset
Team-oriented with strong communication skills
Adaptable and comfortable wearing multiple hats