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Solutions Coordinator

icon building Company : Bailey
icon briefcase Job Type : Full Time

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Job Description - Solutions Coordinator



Full-time


Description

The Solutions Coordinator supports the Industrial and Warehouse Solutions departments by opening and managing service and sales work orders, developing accurate repair and project quotes, and ensuring clean billing and warranty recovery. This role partners closely with Dock Solution and Warehouse Solution teams, parts, and operations to translate service and sales needs into well-documented, billable work while maintaining high standards of accuracy, responsiveness, and customer support.

Reporting Structure

Reports to the Director of Industrial Solutions and works closely with Dock Solutions and Warehouse Solutions teams.

Key Responsibilities

  • Open, maintain, and update service work orders and sales orders in the ERP system based on technician findings and the direction of Dock Solutions Managers (DSMs) and Warehouse Solutions Consultants (WSCs).
  • Develop accurate, detailed quotes for equipment, repairs, parts, labor, travel, and related service costs.
  • Provide completed quotes to DSM and WSC teams to support customer communication and sales execution.
  • Cost service jobs and projects accurately to ensure proper billing, margin integrity, and financial reporting.
  • Convert approved quotes into billable work orders and ensure readiness for invoicing.
  • Manage work-in-process (WIP) to support timely job closure and billing cycles.
  • Submit, track, and support warranty claims, ensuring proper documentation and ERP entry.
  • Partner with Parts and Service teams to validate parts availability, pricing, and alignment with quoted scope.
  • Support portal billing and documentation requirements as needed for customer accounts.
  • Maintain organized records and documentation for audits, warranty reviews, and internal reporting.
  • Collaborate cross-functionally to improve quoting accuracy, turnaround time, and operational efficiency.
  • Assist with additional administrative needs, special projects, and process improvement initiatives as assigned.

Key Performance Indicators

  • Quote accuracy and turnaround time.
  • Quote approval and conversion to billable work orders.
  • WIP aging and timeliness of job closure.
  • Billing accuracy and rework reduction.
  • Warranty claim acceptance and recovery rate.

Requirements

  • Bachelor’s degree (preferred)
  • Experience with dock and door, forklift or heavy equipment service operations, quoting, or job costing preferred.
  • Strong working knowledge of ERP systems (e-Emphasis preferred).
  • Understanding of service labor, parts pricing, and repair workflows.
  • Strong analytical, organizational, and attention-to-detail skills.
  • Clear written and verbal communication skills.
  • Proficiency in Microsoft Word, Excel, Outlook, and related office tools.
  • Ability to manage multiple priorities in a deadline-driven environment.

What We Offer

  • Competitive compensation with bonus or incentive opportunities.
  • Multiple health plan options, including 100% employer-paid premium options.
  • 401(k) with company match.
  • Employer-paid life, short-term, and long-term disability insurance.
  • Three weeks of paid time off to start, plus five sick days and paid holidays.
  • Ongoing professional development through OEM certifications and internal training programs.
  • A family-owned, people-first culture with long-term career growth opportunities.

Our Values

  • We focus on our customers’ success.
  • We operate as a team.
  • We do the right thing.
  • We look to the future.
  • We believe in the importance, and the power, of diversity.
  • We are stewards of the environment.

Original job Solutions Coordinator posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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