Service Operations Scheduler - Remote Eligible

Service Operations Scheduler

Palmetto is a leading clean tech company on a mission to accelerate the transition to a clean energy future. With a belief that consumers can have it all, we are an uncompromising energy company that makes coming clean a no brainer. Our award-winning technology platform empowers homeowners, businesses, and entrepreneurs to adopt renewable energy through simple, scalable, and innovative solutions. Operating at the intersection of B2B and D2C, we offer software, financial products, and services that drive real environmental impact—without compromising value. We deliver end-to-end solutions for whole home electrification that put clean energy within reach for all.

Our employees are our most valuable resource. We foster a promote-from-within culture that prioritizes talent development, career growth, and purpose-driven work. Palmetto offers a comprehensive benefits package—including unlimited PTO, medical, dental, and vision coverage, paid parental leave, retirement plans, and more—so you can have it all both personally and professionally. Palmetto prioritizes people, planet, and profit—backed by a culture that values collaboration, impact, and balance. Join us in building a brighter, cleaner world.

Location

This position will be based in the Philippines.

Summary of Role

The Service Operations Scheduler plays a central role in ensuring that customers receive timely, high-quality service for their solar systems by coordinating and scheduling Field Service Technician (FST) site visits. This role manages all logistics related to appointment setting, customer communication, and alignment of technician capacity with demand.

Schedulers act as the primary point of contact for customers during the site-visit coordination process—confirming availability, explaining next steps, and ensuring customers feel supported and informed. They work closely with FSTs, Service Project Coordinators, and regional leadership to optimize routing, maximize technician efficiency, and minimize scheduling delays. The ideal candidate is detail-oriented, highly organized, and excels at managing communication across multiple channels. They are capable of balancing customer expectations with operational realities and proactively identifying scheduling risks before they impact the customer experience.

Strategic & Tactical

1. Coordinate, schedule, and confirm customer site visits for Field Service Technicians across multiple regions and time zones.
2. Serve as the primary scheduling liaison for customers, maintaining proactive, timely, and empathetic communication.
3. Optimize technician routes and daily workloads to increase efficiency and minimize travel time and cost.
4. Review technician capacity and availability daily to construct accurate and achievable schedules.
5. Collaborate with Service Project Coordinators, Asset Management Specialists, and regional leaders to ensure readiness before scheduling (e.g., materials, troubleshooting steps completed, access requirements).
6. Verify customer availability, access instructions, and any pre-visit requirements to ensure a successful appointment.
7. Monitor work order queues to ensure all site-visit–eligible cases are scheduled within defined SLA targets.
8. Escalate scheduling risks, technician constraints, or customer-related delays to leadership when they threaten timelines.
9. Maintain accurate documentation of all scheduling attempts, customer communications, and confirmations in CRM platforms such as Salesforce.
10. Support team reporting by flagging chronic bottlenecks, trends, and repeat issues that impact schedule adherence or customer satisfaction.
11. Participate in cross-functional initiatives to improve scheduling processes, tools, and communication standards.
12. Assist with temporary surge initiatives or special projects to ensure the Service Operations organization meets overall volume and customer satisfaction goals.

Qualifications

• BS/BA Preferred.
• Minimum 2 years of experience in a customer, tech, or sales support role preferred.
• A high degree of proactiveness, adaptability, and resourcefulness to excel in a dynamic, fast-paced environment.
• Customer service mindset.
• Problem solver with attention to detail.
• Strong enterprise software skills (G Suite, Salesforce).
• Ability to work independently as well as in a team.
• Excellent communicator, both written and verbal.
• Knowledge of the construction or solar industry is preferred.