Xochitl Aldama
Lawrenceville,GA
Summary
Detail-oriented CRM & Service Operations Coordinator with hands-on experience managing customer lifecycle, scheduling field technicians, and supporting revenue workflows using Simpro. Skilled in CRM data management, dispatch coordination, and preventative maintenance contract administration. Proven ability to improve workflow efficiency and support customer retention.
Overview
1
1
year of professional experience
Work History
Service Operations /CRM Coordinator
Suwanee Mechanical
Buford Hwy NE, Norcross GA 30071
10.2025 - Current
- Manage full customer lifecycle in Simpro, from customer setup to job completion and follow-up
- Maintain and clean CRM database, improving data accuracy and organization of customer records
- Coordinate scheduling and dispatch for field technicians, ensuring efficient job execution
- Send customer quotes and manage pipeline from quote to job conversion
- Convert approved quotes into jobs and oversee scheduling through completion
- Support invoicing process and ensure timely job closure
- Create and manage preventative maintenance (PM) contracts, including seasonal renewals
- Schedule recurring maintenance services for new and existing customers
- Conduct customer follow-ups and assist in generating online reviews, supporting retention efforts
- Coordinate communication between customers and technicians to ensure smooth operations
Education
High School Diploma -
Lakeside Highschool
Skills
- CRM Management (Simpro)
- Customer Lifecycle Management
- Dispatch & Scheduling Coordination
- Workflow / Pipeline Management
- Preventative Maintenance (PM) Contracts
- Customer Retention & Follow-Up
- Data Entry & Data Accuracy (Data Hygiene)
- Operations Support
Languages
Spanish
Native or Bilingual
Timeline
Service Operations /CRM Coordinator
Suwanee Mechanical
10.2025 - Current
High School Diploma -
Lakeside Highschool