Service planner job description
Updated March 14, 2024
10 min read
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Example service planner requirements on a job description
Service planner requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in service planner job postings.
Sample service planner requirements
- Bachelor’s Degree in a relevant field
- At least 3 years of experience in service planning
- Proficiency in MS Office and scheduling software
- Knowledge of relevant industry regulations
- Ability to work independently and in a team
Sample required service planner soft skills
- Excellent communication and interpersonal skills
- Strong problem-solving and organizational skills
- Attention to detail and accuracy
- Time management and multitasking abilities
Service planner job description example 1
Fresh Express service planner job description
Under direction of the Customer Service Supervisor, the Customer Service Planner provides analytical and customer service support to assigned customers for assigned products; from the creation of a short-term statistical forecasts of consumer demand through product delivery to customers. The objective of this position is to develop and execute inventory plans that will enable Chiquita to meet sales and service objectives for the Fresh Express business. This position interacts daily with customers, field sales, brokers, production/distribution centers, and transportation organizations to obtain information needed for accurate forecasting.
Directly interface with the customer to create the daily base and promotional customer forecasts by customer, SKU, and location, performing required quality assessment of the forecast data to ensure completeness and accuracy.
Use available forecasting tools and run necessary suggested vs. actual reports to accurately forecast customer demand, by SKU, by day with a target accuracy of 80%.
Collection of quantitative and qualitative data to support forecasting. This includes historical demand, expansion of distribution, new customers, price changes, promotion plans, etc.
Modeling the impacts of demand factors as seen in historical data to call out base history from incremental business.
Review statistical forecasts with Sales, Commercial Operations, and Product Marketing; make modifications as necessary.
Validation with the customer of promotion items, duration of promotion and depth of trade allowance as well as forecasted quantities for promotions.
Review of the forecasts and develop the appropriate post promotional analysis necessary to improve forecast accuracy.
Help manage inventory levels by directly selling product to customers.
Customer Service Duties (45%)
Input orders through various means: PRMS, EDI, I-Trade, Food Link, E-Fax, e-mail, phone, etc., reviewing variances between the retail and food service customer forecasts and actual orders and respond to significant variances, as appropriate. Facilitate/coordinate transportation arrangements to help insure timely communication and product delivery. Manage the customer relationship process, providing Fresh Express customers with a high level of service as defined by: delivery as ordered, on-time, and invoiced accurately. Responsible for resolving issues relative to customer service and satisfaction in the most cost effective manner possible; adjusting customer orders, as appropriate based on available inventory. Validate customer pricing; base and promoted consistent with SOX requirements. Manage OS&D's and approve credits & deductions. Promote customer adherence to order management guidelines at targeted levels. Release invoices and perform administrative filing. Responsible for the input of data into several "off-line" reports / data bases which capture critical customer service and quality information related to product rejections, product quality defects, and customer / consumer complaints.
Position Skills & Qualifications Desired
Ability to effectively communicate internally and externally. Excellent interpersonal skills, problem solving and selling skills. Intermediate MS Office skills. Ability to work with multiple internal and external groups to achieve company objectives.
Position Experience Qualifications
3+ years customer service experience, preferably within a consumer products company. AS400/MRP experience. Demand planning / forecasting experience preferred. Supply chain dynamics. Food industry and/or produce, especially value-added salad category a plus. ERP systems. PRMS and Logility. Order management or forecasting functions.
Position Education & Training Preferred
Associate Degree or equivalent experience.
Job Posted by ApplicantPro
Directly interface with the customer to create the daily base and promotional customer forecasts by customer, SKU, and location, performing required quality assessment of the forecast data to ensure completeness and accuracy.
Use available forecasting tools and run necessary suggested vs. actual reports to accurately forecast customer demand, by SKU, by day with a target accuracy of 80%.
Collection of quantitative and qualitative data to support forecasting. This includes historical demand, expansion of distribution, new customers, price changes, promotion plans, etc.
Modeling the impacts of demand factors as seen in historical data to call out base history from incremental business.
Review statistical forecasts with Sales, Commercial Operations, and Product Marketing; make modifications as necessary.
Validation with the customer of promotion items, duration of promotion and depth of trade allowance as well as forecasted quantities for promotions.
Review of the forecasts and develop the appropriate post promotional analysis necessary to improve forecast accuracy.
Help manage inventory levels by directly selling product to customers.
Customer Service Duties (45%)
Input orders through various means: PRMS, EDI, I-Trade, Food Link, E-Fax, e-mail, phone, etc., reviewing variances between the retail and food service customer forecasts and actual orders and respond to significant variances, as appropriate. Facilitate/coordinate transportation arrangements to help insure timely communication and product delivery. Manage the customer relationship process, providing Fresh Express customers with a high level of service as defined by: delivery as ordered, on-time, and invoiced accurately. Responsible for resolving issues relative to customer service and satisfaction in the most cost effective manner possible; adjusting customer orders, as appropriate based on available inventory. Validate customer pricing; base and promoted consistent with SOX requirements. Manage OS&D's and approve credits & deductions. Promote customer adherence to order management guidelines at targeted levels. Release invoices and perform administrative filing. Responsible for the input of data into several "off-line" reports / data bases which capture critical customer service and quality information related to product rejections, product quality defects, and customer / consumer complaints.
Position Skills & Qualifications Desired
Ability to effectively communicate internally and externally. Excellent interpersonal skills, problem solving and selling skills. Intermediate MS Office skills. Ability to work with multiple internal and external groups to achieve company objectives.
Position Experience Qualifications
3+ years customer service experience, preferably within a consumer products company. AS400/MRP experience. Demand planning / forecasting experience preferred. Supply chain dynamics. Food industry and/or produce, especially value-added salad category a plus. ERP systems. PRMS and Logility. Order management or forecasting functions.
Position Education & Training Preferred
Associate Degree or equivalent experience.
Job Posted by ApplicantPro
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Service planner job description example 2
Buncombe County Government service planner job description
We are committed to building an inclusive workforce that is representative of our diverse community. Applicants with equivalent experience and/or education should apply.Our hiring managers begin reviewing applications after the Job Posting End Date (see below) and will begin contacting applicants soon after that date. Thank you for your patience as we give each application the time and attention that it deserves.
Job
Title: Planner
II - Development Services
Department: Planning
Hiring
Range: $56,599.83 - $69,570.65
Posted Internally and Externally
Job Posting End Date: October 23, 2022
The Planning and Development Department is seeking two professional planners in our Development Services Division. The individuals in these two positions will provide direct assistance to our development and resident community and primarily be responsible for development review, site plan/subdivision review, customer service, and attend public hearings and meetings.
Purpose of the position:
The primary purpose of this position is to perform advanced level technical and professional work in the performance of planning assignments in program planning and research or program administration.
Minimum Education, Training and/or Experience (required at time of hire):
Bachelor's degree in a related field and two (2) years of experience in planning or related field; or an equivalent combination of education and experience.
Additional Training and Experience: Knowledge of NCGS zoning and land use enabling legislation preferred.
License or Certification Required by Statute or Regulation: AICP preferred
Essential Functions of the position:
Participate in long-range planning activities including development of budgets for capital projects, facilities planning and allocation, design concepts for new facilities and renovations, locates space for lease and negotiates lease contracts,Review zoning permits for residential and commercial developments; maintain data to track permits and cases.Complete plat reviews and approvals inclusive of applicable requirements.Prepare grant applications and contracts; coordinate contracting agencies; prepare paperwork on existing state and federal grants; compile information for and assist in the preparation of grant proposals upon request.Coordinate all components of the Buncombe Specialized Transportation System; update and amend the Transportation Development Plan; coordinate Request for Proposal and bid process for system operation; promote and publicize the transportation system. Participate in construction management, which includes working with architects or in-house staff to complete design for renovation of existing or leased space, and supervising activities of contractors engaged in asbestos removal, construction, and similar activities.Conduct public meetings and prepares public presentations; answer inquiries regarding planning functions; assist in the implementation of general planning projects. Maintain records and prepare periodic and special reports; prepare charts, maps, graphs, and other illustrative material for presentation to elected officials, appointed boards, community groups, and concerned citizens.Create zoning complaint cases and provides follow up.Assist with drafting the annual Sustainability Plan update.Perform other related duties as assigned.
Knowledge, Skills, Abilities:
Knowledge of the principles and practices of rural and urban planning.Knowledge of governmental programs, laws, grants, and services pertinent to the planning process.Knowledge of the environmental and socioeconomic implications of the planning process. Knowledge of management techniques as applied to local government administration. Knowledge of research techniques and reporting methods. Knowledge of the current literature, trends, and developments in the field of planning specialization. Skill in the collection, analysis, and presentation of technical data and planning recommendations. Ability to organize and conduct complex planning and research studies and to formulate substantive recommendations based on such studies. Ability to express ideas effectively orally and in writing. Ability to establish and maintain effective working relationships as necessitated by work assignments.Skill in conflict resolution and tact.Ability to work with the public and articulate planning issues and requirements to a wide variety of audiences.
In order to uphold internal pay parity and equity, salaries are non-negotiable for new and current Buncombe County employees. All new employees are paid according to their years of relevant education and experience above minimum requirements for the position and employees have the opportunity to obtain pay increases via cost of living increases and promotions.
Buncombe County Government realizes the importance of a diverse professional workforce and the need to foster a responsive and innovative organizational culture, one that fully engages all of our employees, honoring and building on each employee's unique experiences, opinions, and perspective.
It is the policy of Buncombe County to provide equal employment opportunities (EEO) to all persons regardless of race, color, religion, sex, national origin, political affiliation, physical or mental disability, age, veteran status, genetic information, sexual orientation, gender identity or any other legally protected class under federal or NC State law. In addition, Buncombe County expressly prohibits any form of workplace harassment or discrimination.
Applicants for employment are invited to participate in the affirmative action program by reporting their status as a protected veteran or other minority. In extending this invitation, we advise you that: (a) workers (applicants) are under no obligation to respond but may do so in the future if they choose; (b) responses will remain confidential within the human resource department; and (c) responses will be used only for the necessary information to include in our affirmative action program. We are a company that values diversity. We actively encourage women, minorities, veterans and disabled employees to apply. Refusal to provide this information will have no bearing on your application and will not subject you to any adverse treatment.
Job
Title: Planner
II - Development Services
Department: Planning
Hiring
Range: $56,599.83 - $69,570.65
Posted Internally and Externally
Job Posting End Date: October 23, 2022
The Planning and Development Department is seeking two professional planners in our Development Services Division. The individuals in these two positions will provide direct assistance to our development and resident community and primarily be responsible for development review, site plan/subdivision review, customer service, and attend public hearings and meetings.
Purpose of the position:
The primary purpose of this position is to perform advanced level technical and professional work in the performance of planning assignments in program planning and research or program administration.
Minimum Education, Training and/or Experience (required at time of hire):
Bachelor's degree in a related field and two (2) years of experience in planning or related field; or an equivalent combination of education and experience.
Additional Training and Experience: Knowledge of NCGS zoning and land use enabling legislation preferred.
License or Certification Required by Statute or Regulation: AICP preferred
Essential Functions of the position:
Participate in long-range planning activities including development of budgets for capital projects, facilities planning and allocation, design concepts for new facilities and renovations, locates space for lease and negotiates lease contracts,Review zoning permits for residential and commercial developments; maintain data to track permits and cases.Complete plat reviews and approvals inclusive of applicable requirements.Prepare grant applications and contracts; coordinate contracting agencies; prepare paperwork on existing state and federal grants; compile information for and assist in the preparation of grant proposals upon request.Coordinate all components of the Buncombe Specialized Transportation System; update and amend the Transportation Development Plan; coordinate Request for Proposal and bid process for system operation; promote and publicize the transportation system. Participate in construction management, which includes working with architects or in-house staff to complete design for renovation of existing or leased space, and supervising activities of contractors engaged in asbestos removal, construction, and similar activities.Conduct public meetings and prepares public presentations; answer inquiries regarding planning functions; assist in the implementation of general planning projects. Maintain records and prepare periodic and special reports; prepare charts, maps, graphs, and other illustrative material for presentation to elected officials, appointed boards, community groups, and concerned citizens.Create zoning complaint cases and provides follow up.Assist with drafting the annual Sustainability Plan update.Perform other related duties as assigned.
Knowledge, Skills, Abilities:
Knowledge of the principles and practices of rural and urban planning.Knowledge of governmental programs, laws, grants, and services pertinent to the planning process.Knowledge of the environmental and socioeconomic implications of the planning process. Knowledge of management techniques as applied to local government administration. Knowledge of research techniques and reporting methods. Knowledge of the current literature, trends, and developments in the field of planning specialization. Skill in the collection, analysis, and presentation of technical data and planning recommendations. Ability to organize and conduct complex planning and research studies and to formulate substantive recommendations based on such studies. Ability to express ideas effectively orally and in writing. Ability to establish and maintain effective working relationships as necessitated by work assignments.Skill in conflict resolution and tact.Ability to work with the public and articulate planning issues and requirements to a wide variety of audiences.
In order to uphold internal pay parity and equity, salaries are non-negotiable for new and current Buncombe County employees. All new employees are paid according to their years of relevant education and experience above minimum requirements for the position and employees have the opportunity to obtain pay increases via cost of living increases and promotions.
Buncombe County Government realizes the importance of a diverse professional workforce and the need to foster a responsive and innovative organizational culture, one that fully engages all of our employees, honoring and building on each employee's unique experiences, opinions, and perspective.
It is the policy of Buncombe County to provide equal employment opportunities (EEO) to all persons regardless of race, color, religion, sex, national origin, political affiliation, physical or mental disability, age, veteran status, genetic information, sexual orientation, gender identity or any other legally protected class under federal or NC State law. In addition, Buncombe County expressly prohibits any form of workplace harassment or discrimination.
Applicants for employment are invited to participate in the affirmative action program by reporting their status as a protected veteran or other minority. In extending this invitation, we advise you that: (a) workers (applicants) are under no obligation to respond but may do so in the future if they choose; (b) responses will remain confidential within the human resource department; and (c) responses will be used only for the necessary information to include in our affirmative action program. We are a company that values diversity. We actively encourage women, minorities, veterans and disabled employees to apply. Refusal to provide this information will have no bearing on your application and will not subject you to any adverse treatment.
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Service planner job description example 3
United Petroleum Transports service planner job description
Title: Customer Service Planner
Department: Sales
Location: Corporate
Reports To: Customer Service Supervisor
FLSA: Exempt
Purpose:
Embrace, promote and achieve the Vision, Values and Mission of the company, and to assist in meeting the Owners plan each year. UPT is committed to the Guiding Principles of the Responsible Care initiative and anticipates that all employees will share our commitment by conducting themselves consistent with those principles to make the industry even safer for our employees and communities.
Essential Job Functions:
* Promote safety first in all actions; attend safety meetings and individual meetings regarding safety issues as required, to achieve the Vision and Mission of the company.
* Monitor inventories, build loads for drivers workflow, prioritize deliveries, and assign loads to drivers in a fair and equitable manner.
* Provide coordination, monitoring, and oversight of logistics requirements with other facilities, adjunct services.
* Maintain constant communication with customers to ensure we are meeting the customers expectations.
* Daily contact maintained with the CSC and Fleet Managers for informational purposes and for recommendations to improve productivity and cost controls as well as with other managers within the center for other coordination.
* Actively participate in a positive manner to implement, support, monitor, and achieve departmental metrics and goals.
* Maintain a positive work atmosphere by acting and communicating in a manner that facilitates the overall efficiency and success of business operations in order to meet company demands and expectations.
* Print or ensure workflow gets to every driver and/or centers.
* Problem-solve challenges with driver productivity, including mechanical breakdowns, loading instructions, and allocation issues
* Record and maintain data related to loads delivered, such as confirmations, billing, mechanical problems, and customer issues.
* Maintain constant communication with customers to ensure we are meeting the customers expectations.
* Stay in close contact with drivers as a point of contact to answer questions or address concerns.
* Communicate with CSC Manager, Operations Managers (where applicable), and Fleet Managers, as directed.
* Complete first alert notifications on product service failures, accidents, or incidents, as required.
* Perform other duties assigned by Customer Service Supervisor (where applicable) as required.
Minimum Qualifications for Consideration:
* Loading/planning experience required
* Requires careful attention to detail and an eye for continuous improvement and problem-solving
* High School Education or equivalent
* Two to three years experience dispatching or in the customer service area
Knowledge, Skills and Abilities:
* Excellent verbal and written communication skills
* Knowledge of DOT regulations, federal and state standards
* Ability to prioritize and manage multiple projects
* Self-starter with detail-oriented work habits
* Able to maintain confidentiality
* Display professional demeanor
* Excellent organizational skills
* Good interpersonal skills; able to work well with wide range of individuals
* Demonstrate dependability through good attendance and adherence to timelines and schedules
* Basic computer skills
* Knowledge of basic company employment policies and procedures
Physical Requirements:
* Sitting for long periods of time, walking, finger dexterity, feeling, repetitive motions, and talking, hearing and visual activity.
* Occasional lifting (up to 20 pounds).
Working Conditions:
* Normal office environment. This role routinely uses standard office equipment such as computers, phones, and copier/printer/scanners.
Department: Sales
Location: Corporate
Reports To: Customer Service Supervisor
FLSA: Exempt
Purpose:
Embrace, promote and achieve the Vision, Values and Mission of the company, and to assist in meeting the Owners plan each year. UPT is committed to the Guiding Principles of the Responsible Care initiative and anticipates that all employees will share our commitment by conducting themselves consistent with those principles to make the industry even safer for our employees and communities.
Essential Job Functions:
* Promote safety first in all actions; attend safety meetings and individual meetings regarding safety issues as required, to achieve the Vision and Mission of the company.
* Monitor inventories, build loads for drivers workflow, prioritize deliveries, and assign loads to drivers in a fair and equitable manner.
* Provide coordination, monitoring, and oversight of logistics requirements with other facilities, adjunct services.
* Maintain constant communication with customers to ensure we are meeting the customers expectations.
* Daily contact maintained with the CSC and Fleet Managers for informational purposes and for recommendations to improve productivity and cost controls as well as with other managers within the center for other coordination.
* Actively participate in a positive manner to implement, support, monitor, and achieve departmental metrics and goals.
* Maintain a positive work atmosphere by acting and communicating in a manner that facilitates the overall efficiency and success of business operations in order to meet company demands and expectations.
* Print or ensure workflow gets to every driver and/or centers.
* Problem-solve challenges with driver productivity, including mechanical breakdowns, loading instructions, and allocation issues
* Record and maintain data related to loads delivered, such as confirmations, billing, mechanical problems, and customer issues.
* Maintain constant communication with customers to ensure we are meeting the customers expectations.
* Stay in close contact with drivers as a point of contact to answer questions or address concerns.
* Communicate with CSC Manager, Operations Managers (where applicable), and Fleet Managers, as directed.
* Complete first alert notifications on product service failures, accidents, or incidents, as required.
* Perform other duties assigned by Customer Service Supervisor (where applicable) as required.
Minimum Qualifications for Consideration:
* Loading/planning experience required
* Requires careful attention to detail and an eye for continuous improvement and problem-solving
* High School Education or equivalent
* Two to three years experience dispatching or in the customer service area
Knowledge, Skills and Abilities:
* Excellent verbal and written communication skills
* Knowledge of DOT regulations, federal and state standards
* Ability to prioritize and manage multiple projects
* Self-starter with detail-oriented work habits
* Able to maintain confidentiality
* Display professional demeanor
* Excellent organizational skills
* Good interpersonal skills; able to work well with wide range of individuals
* Demonstrate dependability through good attendance and adherence to timelines and schedules
* Basic computer skills
* Knowledge of basic company employment policies and procedures
Physical Requirements:
* Sitting for long periods of time, walking, finger dexterity, feeling, repetitive motions, and talking, hearing and visual activity.
* Occasional lifting (up to 20 pounds).
Working Conditions:
* Normal office environment. This role routinely uses standard office equipment such as computers, phones, and copier/printer/scanners.
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Updated March 14, 2024