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
Led cross-functional teams to manage daily spare order processing, ensuring seamless coordination between service, stores, and finance teams. Maintained high order accuracy and reduced communication gaps across departments.Trained over 100+ service engineers on CRM workflows, POD updates, and return processes during HO commercial trainings. Improved field team compliance and reduced repeat errors by over 20%.Owned end-to-end order lifecycle, including documentation, dispatches, POD tracking, and MIS reporting with minimal supervision. Enabled faster turnaround and higher accuracy in daily operations.Acted as a central escalation point between field engineers, HO departments, and senior managers to resolve system and order-related issues. Reduced escalations by ensuring proactive resolution within SLA timelines.Managed return spare process and validations, driving a 25% reduction in turnaround time and improving system accuracy. Ensured proper coordination with service and stores for smooth transaction closures.Initiated Kaizen process improvements for workflow automation, documentation, and order validation. Reduced manual work by 30% and helped in faster issue identification.Collaborated with IT team to test and implement new CRM workflows and resolve service module-related bugs. Ensured seamless migration and better user experience for the service team.Created and presented MIS reports for weekly DRM meetings and management reviews. Supported data-driven decisions and provided insights on pending and completed orders.Monitored pending orders and stock validations daily across CFA locations. Achieved 15% reduction in follow-up delays by implementing checklist-based follow-ups.Handled distributor and spot-visit orders, ensuring compliance with internal policies and faster processing. Reduced lead time by 20% with improved documentation and follow-ups.Supervised stock accuracy across locations and led reconciliation activities with store teams. Brought down discrepancies by 15% through structured checking and documentation.Prepared CRM master data and validated engineer records for smooth CRM transition. Increased CRM accuracy by 25% before new system rollout.Managed price lists and quotations, communicating with teams to ensure correct rates and GST compliance. Prevented billing errors and improved customer satisfaction on pricing clarity.Maintained GEM and E-Invoice portal compliance, uploading documents accurately to meet government requirements. Ensured zero rejection in audits and smoother order execution for public sector clients.Followed up on loan spare recoveries, ensuring 95% payment recovery by accurate tracking and coordination with accounts. Reduced pending dues and ensured clean financial closure of orders. at Transasia Bio-Medicals LtdLed cross-functional teams to manage daily spare order processing, ensuring seamless coordination between service, stores, and finance teams. Maintained high order accuracy and reduced communication gaps across departments.Trained over 100+ service engineers on CRM workflows, POD updates, and return processes during HO commercial trainings. Improved field team compliance and reduced repeat errors by over 20%.Owned end-to-end order lifecycle, including documentation, dispatches, POD tracking, and MIS reporting with minimal supervision. Enabled faster turnaround and higher accuracy in daily operations.Acted as a central escalation point between field engineers, HO departments, and senior managers to resolve system and order-related issues. Reduced escalations by ensuring proactive resolution within SLA timelines.Managed return spare process and validations, driving a 25% reduction in turnaround time and improving system accuracy. Ensured proper coordination with service and stores for smooth transaction closures.Initiated Kaizen process improvements for workflow automation, documentation, and order validation. Reduced manual work by 30% and helped in faster issue identification.Collaborated with IT team to test and implement new CRM workflows and resolve service module-related bugs. Ensured seamless migration and better user experience for the service team.Created and presented MIS reports for weekly DRM meetings and management reviews. Supported data-driven decisions and provided insights on pending and completed orders.Monitored pending orders and stock validations daily across CFA locations. Achieved 15% reduction in follow-up delays by implementing checklist-based follow-ups.Handled distributor and spot-visit orders, ensuring compliance with internal policies and faster processing. Reduced lead time by 20% with improved documentation and follow-ups.Supervised stock accuracy across locations and led reconciliation activities with store teams. Brought down discrepancies by 15% through structured checking and documentation.Prepared CRM master data and validated engineer records for smooth CRM transition. Increased CRM accuracy by 25% before new system rollout.Managed price lists and quotations, communicating with teams to ensure correct rates and GST compliance. Prevented billing errors and improved customer satisfaction on pricing clarity.Maintained GEM and E-Invoice portal compliance, uploading documents accurately to meet government requirements. Ensured zero rejection in audits and smoother order execution for public sector clients.Followed up on loan spare recoveries, ensuring 95% payment recovery by accurate tracking and coordination with accounts. Reduced pending dues and ensured clean financial closure of orders. at Transasia Bio-Medicals Ltd
<ul>
<li>Evaluated information and implemented corrective actions to enhance efficiency across operations.</li>
<li>Ensured compliance with laws and regulations governing contact center activities.</li>
<li>Interpreted tax law to resolve issues affecting IRS operations.</li>
<li>Applied tax code to clarify taxpayer obligations and rights.</li>
<li>Secured sensitive personal information to guarantee data protection.</li>
<li>Resolved taxpayer disputes using sound judgment and effective strategies.</li>
<li>Maintained accurate documentation of all customer interactions in CRM database.</li>
<li>Answered high volumes of calls daily, utilizing call management systems effectively.</li>
<li>Collaborated with team members to improve customer service processes.</li>
<li>Participated in team meetings to discuss strategies for improving customer experience.</li>
<li>Processed orders for customers using an automated system.</li>
</ul> at Internal Revenue Service<ul>
<li>Evaluated information and implemented corrective actions to enhance efficiency across operations.</li>
<li>Ensured compliance with laws and regulations governing contact center activities.</li>
<li>Interpreted tax law to resolve issues affecting IRS operations.</li>
<li>Applied tax code to clarify taxpayer obligations and rights.</li>
<li>Secured sensitive personal information to guarantee data protection.</li>
<li>Resolved taxpayer disputes using sound judgment and effective strategies.</li>
<li>Maintained accurate documentation of all customer interactions in CRM database.</li>
<li>Answered high volumes of calls daily, utilizing call management systems effectively.</li>
<li>Collaborated with team members to improve customer service processes.</li>
<li>Participated in team meetings to discuss strategies for improving customer experience.</li>
<li>Processed orders for customers using an automated system.</li>
</ul> at Internal Revenue Service