Field Service Planner

Location: On-site in Appleton, Wisconsin

Pay Rate: $70,000 - $85,000 / year depending on experience

Employment Type: Full-Time, Direct Hire

Introduction

Our client is seeking a Field Service Specialist to support quoting, planning, scheduling, and managing field service orders. This role will have a strong focus on spare parts coordination, material readiness, service planning accuracy, customer communication, and internal coordination.

The Field Service Specialist will work closely with Field Service Experts, Service Managers, Customer Service Specialists, supply chain teams, and customers to ensure each service event is properly scoped, supplied, resourced, scheduled, and executed. This position will also use SAP to prepare quotes, track service orders, monitor financials, and support the lifecycle of service jobs.

Responsibilities

• Coordinate field service jobs, schedules, service orders, and required resources.

• Prepare customer quotes in SAP according to company guidelines.

• Estimate service costs and determine quote pricing.

• Prepare service contracts in coordination with service group managers and customers.

• Provide customer-specific mill safety requirements to Field Service Technicians prior to service jobs.

• Support Technical Service Experts with equipment documentation and drawings.

• Work with Field Service Coordinators and service group leaders to manage schedules and service jobs.

• Manage required spare parts for service jobs and review order and shipment status with Customer Service Specialists.

• Serve as the primary point of coordination for spare parts and wear parts requirements for assigned service jobs.

• Monitor order status, shipment tracking, backorders, substitutions, and potential delays.

• Review BOMs, historical job data, and mill standards to ensure parts are ready before technician arrival.

• Support planning meetings to identify long-lead items, special tooling, and other requirements for upcoming outages and rebuilds.

• Work with supply chain, Customer Service Specialists, and external vendors as needed to ensure on-time parts availability.

• Monitor service orders to ensure they stay within budget and invoice correctly.

• Review field service reports and distribute information to customers and internal teams.

• Prepare and review time sheets and expenses for invoicing and coordinate information with accounting.

• Conduct risk analysis for large-scale service proposals.

• Support implementation of a Salesforce ticketing system.

• Provide customer support and maintain strong communication with internal teams and customers.

• Manage the customer service hotline on a rotating basis, approximately one week every two months.

Required Qualifications

• Associate degree or bachelor’s degree in Business Administration, mechanical technology, engineering, or a related field.

• Experience with quoting, scheduling, planning, service coordination, spare parts coordination, or similar field service support responsibilities.

• Experience supporting field service, maintenance, manufacturing, industrial equipment, or technical service environments.

• SAP experience

• Proficiency with Microsoft Word, Excel, PowerPoint, Outlook, and other Windows-based programs.

• Strong verbal and written communication skills.

• Strong organizational skills and attention to detail.

• Strong customer service and customer relations skills.

• Ability to coordinate with customers, technicians, service managers, supply chain teams, and internal support groups.

• Ability to monitor budgets, order status, parts readiness, and service job requirements.

Preferred Qualifications

• Paper industry experience.

• Experience reviewing BOMs, drawings, equipment documentation, service reports, or historical job data.

• Salesforce or ticketing system experience.

• Experience coordinating spare parts, wear parts, shipments, backorders, or long-lead items.

Company Benefits & Culture

This is a full-time, direct hire opportunity with benefits. The role offers the opportunity to support field service operations in a technical, customer-facing environment while working closely with service, engineering, supply chain, customer service, and operations teams.

Employees in this position may regularly walk, stand, reach, and use hands to handle materials or equipment. The role may occasionally require sitting, stooping, kneeling, crouching, crawling, talking, hearing, and lifting up to 25 pounds. Safety glasses, hearing protection, and other PPE are required in designated areas.

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