Purpose:

The Senior CRM & Field Service Operations Manager will be responsible for the configuration, administration, and optimization of our CRM and field service management platforms. This individual will ensure seamless scheduling, asset tracking, reporting, and communication between engineers, clients, and internal teams. A strong technical skillset combined with operational knowledge of service workflows is essential.

Key Responsibilities:

CRM & Service System Management

  • Administer and continuously improve the company’s CRM and field service platforms (e.g., simPRO, ServiceM8, Salesforce Field Service, etc.)
  • Manage user roles, permissions, automations, workflows, and system integrations
  • Ensure service requests, PPM schedules, emergency calls, and work orders are efficiently logged, scheduled, and resolved

Scheduling & Dispatching Support

  • Oversee the scheduling engine and dispatch process to optimise engineer productivity and reduce response times
  • Monitor live job statuses and engineer capacity in real time
  • Collaborate with service desk staff to resolve scheduling conflicts and maximize job coverage

Data Management & Reporting

  • Maintain accurate client, site, asset, and service data across all platforms
  • Generate, analyse, and present reports on KPIs, SLAs, first-time fix rates, asset performance, and engineer utilisation
  • Identify gaps and recommend process or system improvements

System Integration & Projects

  • Lead or support system upgrade projects, new software rollouts, and cross-system integrations (e.g., finance, inventory, client portals)
  • Coordinate with IT teams or external vendors for technical issues and customisations

Team & Stakeholder Support

  • Train engineers and office staff on system features and best practices
  • Act as the go-to expert for all CRM/service system-related queries
  • Collaborate with management to align service delivery strategy with CRM capabilities

CRM/ Field Service Platforms

  • Vendor- specific certifications for CRM
  • simPRO Certified Consultant/ Admin
  • Salesforce Administrator or Field Service Lightning Certification
  • Microsoft Dynamics 365 CRM Certification
  • ServiceNow Certified System Administator
  • Joblogic
  • Service Channel

Project & IT Management

  • ITIL Foundation Certification for service management understanding
  • PRINCE2 Foundation/ Practitioner or Agile PM for project work and upgrades

Industry Knowledge

  • Understanding of HVAC or Refrigeration systems and service workflows
  • Familiarity with PPM schedules, asset lifecycles, compliance, and reactive maintenance workflows

 

Job Details

Industry:
Functional Area:
Total Positions:
1 Post
Job Shift:
First Shift (Day)
Job Type:
Job Location:
Gender:
No Preference
Minimum Education:
Diploma
Degree Title:
Level 3 Diploma or equivalent in BBA, IT, or a related field. Preferably Bachelor's degree in IT, BBA, Operations Management, or Engineering
Career Level:
Experienced Professional
Minimum Experience:
3 Years (Minimum 3 years of experience in CRM and/ or service software administration (preferably in HVAC/ Refrigeration or FM industries)
Apply Before:
Apr 21, 2025
Posting Date:
Apr 03, 2025

RIZ Consulting

Consultants · 51-100 employees - Lahore

RIZ Consulting is a boutique management consulting and training firm established in 1993, headquartered in Islamabad, Pakistan. We work with both local and multinational clients on interventions ranging from strategic steering, operations management, facility management, institutional development, communications, capacity building, project/ financial management, facilitating off-sites/ retreats and research services. As an organization, we use modern management theories and tools, combined with practical experiences in our interventions, offering an integrated approach to organizational development that is aligned with wider organizational strategies and change management processes. We also strive to institutionalize 'gender-responsiveness'​ as a cross cutting theme across all our projects.

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