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Key skills for this role
• Collect, review and analyze all incoming cores and supporting documentation and identify incomplete or inconsistent information. All discrepancies must be resolved directly with the branch to ensure informational accuracy and integrity, as well as a regular flow of jobs into OEM’s production system
• Proactively communicate with the branches on daily activities in support of their operational requirements as well as provide a timely response to all inquiries. The Service Advisor is the primary contact to the branch on individual jobs and therefore it is critical that the customer interface is managed with the utmost priority
• Provide support in the quotation process including working directly with Production and the Service Biller to ensure the quote will meet the customer’s requirements. It is the Service Advisor’s responsibility to identify possible issues with the quote and seek additional information in getting any issues corrected. Additional communication with the branch will be required in certain instances to alleviate branch concern. The Service Advisor must also support and answer any questions the branch may have with regard to the QIF Process through OEM Exchanger
• Review all work order accruals and follow up with the branch to ensure timely PO submission into OEM Exchanger. Any problematic or significantly aged accruals must be escalated to the Customer Service Supervisor
• Work with Planning and the Branch to schedule Customer Viewings, where requested. Act as main point of contact for the Customer(s) upon arrival at OEM, and facilitate seamless hand-off to Technical Services on the Production floor.
• Conduct on-site tours of OEM with Finning branch personnel and their customers, as required
• Align daily activities in accordance with established performance metrics to ensure all targets are achieved
• Assist the Customer Service Supervisor in development of programs and processes aimed at continually improving OEM’s ability to properly service the Finning branches as well as streamlining internal OEM activities
• Active participation in the weekly Customer Service meetings and monthly Safety meetings
Collect, review and analyze all incoming cores and supporting documentation and identify incomplete or inconsistent information. All discrepancies must be resolved directly with the branch to ensure informational accuracy and integrity, as well as a regular flow of jobs into OEM’s production system
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Proactively communicate with the branches on daily activities in support of their operational requirements as well as provide a timely response to all inquiries. The Service Advisor is the primary contact to the branch on individual jobs and therefore it is critical that the customer interface is managed with the utmost priority
Provide support in the quotation process including working directly with Production and the Service Biller to ensure the quote will meet the customer’s requirements. It is the Service Advisor’s responsibility to identify possible issues with the quote and seek additional information in getting any issues corrected. Additional communication with the branch will be required in certain instances to alleviate branch concern. The Service Advisor must also support and answer any questions the branch may have with regard to the QIF Process through OEM Exchanger
Review all work order accruals and follow up with the branch to ensure timely PO submission into OEM Exchanger. Any problematic or significantly aged accruals must be escalated to the Customer Service Supervisor
Work with Planning and the Branch to schedule Customer Viewings, where requested. Act as main point of contact for the Customer(s) upon arrival at OEM, and facilitate seamless hand-off to Technical Services on the Production floor.
Conduct on-site tours of OEM with Finning branch personnel and their customers, as required
Align daily activities in accordance with established performance metrics to ensure all targets are achieved
Assist the Customer Service Supervisor in development of programs and processes aimed at continually improving OEM’s ability to properly service the Finning branches as well as streamlining internal OEM activities
Active participation in the weekly Customer Service meetings and monthly Safety meetings
Qualifications:
3+ years’ work experience in an operations/manufacturing environment, or customer service role
History of providing superior customer service with a strong customer focus
Enthusiastic approach to resolution of customer issues
Excellent interpersonal skills
Demonstrated analytic, written, and oral communications skills
Strong organizational and time-management skills
Working knowledge of Microsoft Word, Excel, and Outlook
Note:
Permanent, full-time role
Competitive salary, pension, and benefits
Employee Share Purchase Plan and RRSP options
Paid vacation
Training opportunities to learn about Caterpillar equipment
At Finning, we prioritize creating a diverse and inclusive environment. We are proud to be an equal opportunity employer, and we actively encourage all individuals to express themselves and achieve their full potential. As a company, we continuously strive to enhance our outreach to individuals of all backgrounds and identities. We do not discriminate against applicants based on gender identity, race, national and ethnic origin, religion, age, sexual orientation, marital and family status, and/or mental or physical disabilities. Furthermore, Finning is committed to collaborating with and providing reasonable accommodations /adjustments to individuals with disabilities. If you require an adjustment/accommodation at any point during the recruitment process, please inform your recruiter.
Parent group profile
World's largest Caterpillar equipment dealer and services provider.
Visit parent group websiteFull-time
Mid · 3+ years experience
Onsite
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