Utilizes route analysis software to adjust territory plans to create effective and efficient daily and weekly tactical route plans for assigned branch locations
Perform data analysis of plans, resource availability and territory
Maintains geographic codes, addresses and customer information
Reports metrics on a daily basis to Service Planning Supervisor and Branch Managers/Technicians
Creates route plans using work order data and route analysis software
Communicates routes within assigned territory to service personnel
Summarizes and reviews plans daily with the Service Planning Supervisor
Creates summary reports daily and provides to supervisor
Performs other duties as assigned

Advanced knowledge of Routing and Scheduling software systems
Advanced knowledge of the company’s branch service department as it relates to resources, territory structure, advanced planning of recurring services and schedule availability for unplanned demand
Verbal and written communication skills, including public speaking
Analytical skills and attention to detail
Advanced skills with MS Office Applications (Word, Excel, Outlook, PowerPoint)
Ability to read, analyze, and interpret general business documents, maintenance instructions, procedural manuals and/or government regulations
Ability to manage multiple, repetitive tasks
Basic understanding of texting software or other forms of software needed to accomplish this objective
Ability to effectively interact with co-workers and the public
Basic knowledge of the company’s operating systems

Start Day 1 for Full-Time Colleagues
No Waiting Period!
Professional and Personal Growth
Multiple avenues to grow your career
Training and development programs available
Tuition Reimbursement benefits (for FT Colleagues)
Health benefits including Medical, Dental, Vision, Disability, and Life Insurance plus much more
Full-time colleagues are eligible to begin enrollment immediately upon hire with benefits starting on day 1
401(k) retirement plan with company-matching contributions
Vacation days & sick days
Company-paid holidays & floating holidays
A company mindset that prioritizes health, safety, and flexibility

Planning Specialist, Customer Experience

Key skills