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The key responsibilities of the Field Service Order Management coordinator are to ensure Service Orders & Contracts are well created and booked according to Customer's Purchase Orders. Ensuring all relevant detailed information are correctly recorded to allow the field service execution team to properly implement the service delivery.
For Flow business (transactional, simple orders not requiring a project engineer), the FS Order Management coordinator will also execute the order (End to End cycle from order booking until order completion, including Gross Margin control).
Activities and areas of responsibility:
Review Customer's Purchase Orders and validate the following information:
Installed Products are eligible for services and correct
Bill to Accounts and Installed at accounts are correct and active with payment condition (monthly, quarterly)
PO validation process is followed (Pricing on Customer's Purchase Order match Customer's Price list or Service Quote, QLK approved with right approvers, PO booking checklist is completed, credit and risk review)
Book and set billing plan:
Enter and book Service Orders and Service Contracts in ERP system (SAP, Oracle or alternative country ERP)
Ensure all contract information are transferred to BFS
Ensure that the right Gross Margin is captured in ERP as per QLK
Set appropriate billing plan in the ERP to ensure proper invoice generation
In case of request for cancellation: inform Services Execution team and terminate Service Orders and Contracts
Issue a credit request if needed
Post Booking Executions:
Apply Service Entitlements and PM Plans to the proper Service Contracts
Create Service Work Orders associated to Service Orders with good understanding of Scope of Work
Ensure that Estimates are entered in ERP, and labor estimate time in the Work Orders
Provide booking confirmation to the customer (flow business) or SE project managers (project type business)
For flow business:
Manage orders and coordinate with planner, spare parts and logistics teams, forwarders, sales and customers in order to ensure service is performed on time and no products are damaged
Notify appropriate parties (customers / SE stakeholders) of product shipping, site intervention dates and any risks (safety or other)
Assist project execution team on contract administration and obligations regarding delay notices, pricing and claims management, as well subcontracting
Use digital tool (e-MRO) to check availability and lead time of spare parts and issue purchased order external vendors/suppliers.
Cancel New/Unscheduled Work orders in BFS if Service Orders or Contracts are cancelled
Manage continuously backlog and provide funnel transparency to Service organization
Manage invoicing and payment in close collaboration with Project Managers, Logistics and Corporate Functions (credit management, tax department...)
Monitor Gross Margin slippage for flow business and react if required.
What qualifications will make you successful for this role?
Experience in a related field.
Strong organizational and time management skills.
Excellent verbal and written communication abilities - Portuguese and English required, Spanish preferable.
Proficiency in SAP (sales module) and preferably BFS
Proficiency in Microsoft Office suite, particularly Excel and Outlook.
Ability to work collaboratively in a fast-paced, dynamic environment.
Let us learn about you! Apply today.
You must submit an online application to be considered for any position with us. This position will be posted until filled.
Schneider Electric aspires to be the most inclusive and caring company in the world, by providing equitable opportunities to everyone, everywhere, and ensuring all employees feel uniquely valued and safe to contribute their best. We mirror the diversity of the communities in which we operate, and 'inclusion' is one of our core values. We believe our differences make us stronger as a company and as individuals and we are committed to championing inclusivity in everything we do. This extends to our Candidates and is embedded in our Hiring Practices.
At Schneider Electric, we uphold the highest standards of ethics and compliance, and we believe that trust is a foundational value. Our Trust Charter is our Code of Conduct and demonstrates our commitment to ethics, safety, sustainability, quality and cybersecurity, underpinning every aspect of our business and our willingness to behave and respond respectfully and in good faith to all our stakeholders. Schneider Electric is an Equal Opportunity Employer.
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