Benefits:
401(k) matching
Dental insurance
Health insurance
Opportunity for advancement
Paid time off
Training & development
Vision insurance
Service Operations & CRM Coordinator
Wolcott, CT Pay: $25.00–$30.00 per hour + Benefits
We are seeking an experienced Service Operations & CRM Coordinator to support our commercial and residential HVAC service operations in Wolcott, CT.
This position plays a key role in keeping daily operations running smoothly through ServiceTitan management, dispatching and scheduling, proposals and estimates, permitting, warranties, and customer coordination. The ideal candidate is highly organized, thrives in a fast-paced service environment, and has hands-on ServiceTitan experience.
Essential Duties & Responsibilities
Schedule and dispatch commercial and residential HVAC service calls, maintenance visits, and project work.
Manage technician schedules and routing, adjusting throughout the day as priorities change.
Maintain accurate customer, job, equipment, technician, and service information in ServiceTitan.
Create and track service tickets, maintenance agreements, proposals, estimates, and follow-up tasks.
Generate and send customer proposals and estimates and follow up on outstanding proposals.
Coordinate permits and inspections, including applications, documentation, scheduling, and follow-up.
Manage equipment registrations and manufacturer warranty claims, including documentation and claim tracking.
Communicate with customers regarding appointments, proposals, warranties, service agreements, and job status.
Coordinate with technicians, service managers, project managers, and internal teams to keep jobs moving efficiently.
Monitor open jobs and workflows to ensure documentation is complete and jobs are properly closed out.
Assist with ServiceTitan reporting, data accuracy, workflow improvements, and user support.
Why Join Us?
We believe great people are the key to our continued growth. You’ll be joining a collaborative, growing company where your contributions matter and there are opportunities to continue developing your career.
Our benefits include:
Medical insurance
Dental insurance
Vision insurance
401(k)
HSA & FSA options
Paid time off
Tuition reimbursement
Training and professional development
Opportunities for career growth and advancement
Supportive, team-oriented work environment
Requirements
Experience in HVAC, plumbing, electrical, or a related service industry.
1+ year of hands-on ServiceTitan experience required.
Previous dispatching and technician scheduling experience required.
Experience with proposals, estimates, service agreements, or service coordination.
Experience with permitting and/or warranty processing strongly preferred.
Strong organizational and multitasking skills.
Excellent communication skills with customers and field technicians.
Detail-oriented with strong follow-through and accuracy.
Comfortable supporting both commercial and residential service operations.
Key Competencies
Customer-focused
Tech-savvy and process-driven
Highly organized
Strong problem-solving skills
Excellent communicator
Able to prioritize and adapt quickly in a fast-paced environment
Physical Demands
Ability to sit and work at a computer for prolonged periods.
Frequent typing and mouse use.
Ability to lift up to 25 pounds.