Service Planner

What You'll Do

Customer & Project Management

• Serve as the primary contact for customers requiring equipment repairs, rebuilds, and maintenance services.
• Gather customer information and establish detailed scopes of work to support accurate estimates and quotations.
• Prepare estimates and quotes for repairs, rebuilds, warranty work, and maintenance projects.
• Provide customers with repair recommendations, completion timelines, and alternative solutions.
• Manage changes to project scope, schedules, and budgets throughout the repair process.
• Deliver regular updates on repair progress and follow up after completion to ensure customer satisfaction.

Planning & Coordination

• Research machine history, warranties, service records, and technical requirements to develop comprehensive repair plans.
• Create detailed work breakdown structures, timelines, milestone plans, and resource requirements.
• Coordinate with service supervisors, technicians, and support teams to ensure successful execution of repairs.
• Participate in pre-job, mid-job, and post-job meetings to monitor progress and address issues.
• Track, manage, and communicate repair backlog and project status to internal and external stakeholders.
• Support continuous improvement activities and identify lessons learned to enhance future service delivery.

Business & Financial Accountability

• Maintain accuracy of estimates and quotes while managing job profitability and cost controls.
• Support warranty and goodwill recommendations through technical justification and documentation.
• Understand customer business needs and risk tolerance to provide appropriate service recommendations.
• Ensure compliance with company processes, policies, and service excellence standards.

What We're Looking For

Required Qualifications

• 5-8 years of experience in technical service, parts, warranty administration, repair planning, or a related field.
• Strong mechanical aptitude and understanding of heavy equipment maintenance and repair.
• Experience managing customer relationships and coordinating service projects.
• Strong organizational, communication, and stakeholder management skills.
• Excellent problem-solving, analytical, and decision-making abilities.
• Financial and business acumen with experience managing estimates, costs, and budgets.
• Proficiency with Microsoft Office applications and business management software systems.

Preferred Qualifications

• Experience working with Caterpillar equipment, engines, and related product lines.
• Knowledge of service operations, billing practices, and warranty processes.
• Project management training or certification (PMP) considered an asset.
• Blue Seal certification considered an asset.

Success in This Role

The successful candidate is customer-focused, highly organized, and able to manage multiple projects in a fast-paced environment. You can confidently work with customers, service teams, and business partners to develop solutions, communicate progress, and deliver successful repair outcomes while maintaining a strong commitment to safety, quality, and customer satisfaction.

Why Join Finning?

• Competitive compensation and benefits package
• 7x7 rotational schedule supporting work-life balance
• Opportunities for career growth and professional development
• Work with industry-leading Caterpillar equipment and technology
• Join a collaborative team that values safety, innovation, and customer success

If you're passionate about customer service, heavy equipment, and delivering exceptional repair and rebuild solutions, we'd love to hear from you. Apply today and build your future with Finning.