Project Planner

Source Support Services - Lawrenceville, GA
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Source Support Services

Project Planner

Organization/Department: Strategy & Engagement 
Reports To: Support Manager

Note: This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the organization.

Position Overview

Source’s relentless goal is to provide world-class support to customers & partners by creating client value. Success requires responsiveness, courtesy, disciplined self-direction, ability to effectively multi-task, follow-through, clear communication and skill to manage customer situations often under tight deadlines. Expect regular interaction with customers, team members and others. Focus is to resolve issues swiftly, professionally and with a keen sense of quality and the customer experience.

Source supports a broad, diverse set of customers. Project Planners are responsible for planning and scheduling Source Field Engineers (FE) for various partners and project worldwide and gathering/ analyzing information reporting. Ensures the assignment of FE scheduling for onsite work by following a defined case process. May also evaluates current procedures and recommend changes to improve the efficiency of planning and scheduling of FE’s. Tracks costs using work orders and invoices. Documents work orders for FE’s via various external platforms and updates Salesforce CRM system. Monitors schedule compliance levels and identifies reasons for completion shortfalls. Works on projects/matters of limited complexity in a support role. Typically requires 0-2 years of related experience and expected to strive for continuous improvement individually and as a team.

Key Responsibilities 

  • Quickly & efficiently responding to customer/partner requests for technical support for scheduling Source Field Engineers
  • Monitoring all inbound communications to ensure that all channels (phone, email & console) are handled promptly & that none are missed
  • Prepare and present regular internal and external project reports for management.
  • Projecting a professional, can-do attitude in all written & verbal communications
  • Adhering to established procedures & protocols to ensure superior customer satisfaction
  • Delivering responsiveness & integrity in all customer communications
  • Accurately documenting, tracking & monitoring cases to ensure timely resolution
  • Seeking aid & help from SOC staff as needed
  • Escalating to SOC management and partners per established procedures
  • Working with the SOC to accomplish assigned goals & objectives
  • Actively participating in the shift rotation including weekends, after hours & holidays as needed
  • Performing other duties and projects as assigned
  • Working in Partners CRM tool to provide case updates

Education & Experience 

  • Associate degree in Computer Science or equivalent industry experience
  • 2+ years working in a customer-facing service or support role
  • Knowledge of Project Management Processes (i.e. Waterfall, Agile, etc.)

Required Technical Skills

  • Working knowledge of Office 365 (Outlook & Excel, in particular)
  • Can-do attitude paired with ability & desire to quickly learn new processes and technologies
  • Case management experience in Salesforce Service Cloud preferred

Required Soft Skills

  • Dedication and focus on customer satisfaction and follow-through
  • Strong phone presence coupled with outstanding customer service skills
  • Ability to multi-task & thrive in fast-paced environment
  • Patience in dealing with stress and challenging situations
  • Experience, judgment and drive to plan, make decisions and accomplish individual & team goals
  • Excellent teamwork aptitude and skills
  • Strict attention to detail especially in following case process documentation
  • Good writing skills to create relevant, succinct case notes
  • Strong computer skills including typing accurately while on the phone to capture required case information
  • Organized with demonstrated ability to work independently, take initiative and solve problems
  • Manage all internal & external interactions in a professional and courteous manner

Physical Requirements & Work Environment 

  • Expected to work at Source’s office unless other arrangements have been agreed to
  • Reasonable accommodations may be made to enable performance of essential job functions
  • Ability to efficiently operate a computer is expected
  • Regularly required to sit, use hands/fingers, speak and listen
  • Specific vision abilities include close vision, color vision and ability to adjust focus
  • Low to moderate noise volume


3505 Newpoint Place
Suite 450
Lawrenceville, GA 30043

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