Field Service Deployment Specialist

Houston, TX | Full-time


IMI plc
IMI plc is a sector focused organization at the forefront of delivering motion and fluid control technologies that create a more sustainable world, improving the quality of life for our customers and communities and ultimately delivering our purpose of Breakthrough Engineering for a Better World.

The Automation platform leverages deep automation technology and applications expertise to improve productivity, safety and sustainability for our customers, Industrial Automation operates across many important industry sectors and is a world leader in supporting customers with motion and fluid control technology.

Our one big team work fairly and effectively but most importantly together to ensure we maintain the foundations that have enabled IMI’s success through over 150 years of heritage.


Role Overview:

This position is recognized as a multi-dimensional role coordinating with internal and external resources to ensure service is performed at the highest level. The resource filling this role must be able to work with internal and/or external clients developing an in-depth understanding their needs and requirements. The ability to effectively initiate, develop, and coordinate resources (people and material) is considered critical for success in this role.

Work Environment: On- Site Houston Shop 


Key Responsibilities: 

  • Assists with planning and execution of Field Service activities
  • Schedule & dispatch Field Service Technicians (FST), Tooling, and Spare Parts to Job sites in time to meet job requirements / customer needs
  • Ensure proper / required tooling is available to perform scheduled work
  • Advise Service Technicians of their schedule commitments
  • Develop and provide complete Job Information Packets to FST for assigned work (Drawings, datasheets, customer information, job history, etc.)
  • Facilitate parts orders to support Service Technicians on-site and assists with expediting parts shipments
  • Manage customer purchase orders (PO), intercompany purchase orders, intercompany cost transfers, and 3rd party purchase orders for assigned work
  • Assure purchase orders and any revisions are entered in salesforce / IFS by billing coordinator
  • Monitor and manage costs on service orders. Notify customers when costs reach 75% of Purchase Order. 
  • Manage change order (CO) process with customer / sales to ensure invoicing is not delayed awaiting change order
  • Provide data to billing coordinator to enable weekly forecasts and 30 day lookahead are accurate
  • Gather and review field / repair documentation for completeness prior to sending to billing coordinator for invoicing
  • Review, create or modify Salesforce information to ensure work can be monitored by stakeholders (sales, management, etc.)
  • Assist in the development of processes, procedures and workflows to improve performance of the field service group.
  • Manage revision of templates, bill sheets, rate sheets and other documents
  • Coordinate & manage FST travel process
  • Maintain after hours phone support and call schedule
  • Provide post-job follow-up to ensure all actions are complete (drawing changes, spares re-stock quotes, repair parts returned to Houston, required customer reports, internal reports, etc.)
  • Assist Proposal Manager / Estimator with providing quotes to customers for service jobs
  • Assists with determination of new construction project commissioning schedules and ensure sites are properly supported (hydro kits, flushing kits, technical support, etc.).
  • Works closely with Technical Engineers for defining problems, troubleshooting, and resolving product problems
  • Maintain an updated database for Field Service Employees and Contractors:


Critical Competencies for Success

  • HS Diploma required; AA degree desired; BS degree preferred
  • 3 to 5 years of experience in a related field / similar role or a field service role; or combination of education and experience
  • Knowledge of company products, practices and procedures in managing work relating to service, manufacturing, and delivery. 
  • Knowledge in the area of contracts, contracts management, and terms and conditions
  • Creative thinking/problem solving skills necessary
  • Effective communication skills (oral and written) required
  • Self-driven personality
  • Ability to work in a fast-paced environment
  • Knowledge of principles of order administration including contract provisions and precedents
  • Knowledge of concepts, practices, and products in the valve industry desirable
  • Computer literate (MS Word, Excel, Outlook, Project) desirable
  • Knowledge of manufacturing processes and techniques desirabl
  • What IMI Can Offer You

At IMI, one of our top priorities is to create an inclusive culture of health. We strive to remove barriers to care (whether that be physical or financial) and in doing so, we offer choice for all your health and wellbeing needs. 

See below for a general overview of our amazing perks and benefits:

  • Multiple health plans to choose from: HMO, PPO, and High Deductible Health Plans with a low-cost share
  • Best-in-class 401K plan with zero vesting and up to 6% contribution matching
  • 14-week maternity leave at full pay following one year of service (Adoption benefits are equivalent)
  • 4-week paternity leave at full pay following one year of service (Adoption benefits are equivalent)
  • Employee Resource Groups that offer community and support, like our Pride Network and Network of Women groups
  • PTO, encompassing inclusive holidays
  • Career Development opportunities (IMI’s ‘Catalyst’ Program)
  • Employer contribution for Health Savings Account, and in many cases free virtual telemedicine, and teletherapy.\
  • Mental Health and wellness programs to support you and your family
  • Full suite of voluntary benefits to tap into, including but not limited to: Critical illness insurance, hospital indemnity, legal insurance, identity theft protection, and pet insurance or home & auto insurance through our discount advantage platform
  • Short & long-term disability as well as basic life insurance at 2x your basic salary at no cost to the employee
  • Free financial advisors, webinars, and classes through Charles Schwab
  • Annual Employee Stock Purchase Plan with option to purchase IMI shares at a reduced employee only price - no opportunity to lose, only to profit or refund your investment 100%
    **Benefits plans change year over year, but we have guiding principles in place to ensure our employees have the tools and resources available to stay connected and up to date**


Health & Safety

The physical demands described within the Key Duties & Responsibilities section of this job description are required to perform the essential functions of this position.  Reasonable accommodations may be made for individuals with disabilities.  Please contact your local HR representative to discuss the specific Work Conditions and Physical Requirements of this role.  

Health, Safety, and Environmental Duties – At IMI we are all personally committed to protecting our people, minimizing our impact to the environment, the communities we operate in and our company. All members of our workforce have the duty to ensure the health, safety and welfare of themselves, others, and the environment. Every employee is expected to follow all HSE operating procedures, also to challenge any observed behaviors or unsafe acts.


Code of Ethics

IMI requires the highest standard of ethics in all business dealings, particularly with customers, suppliers, advisors, employees, and the authorities. In accordance with the IMI Way: Our Code of Responsible Business.

Changes to This Job Description

IMI may amend this job description in whole or part at any time.


IMI is an equal opportunity employer. Qualified applicants will be considered without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality, sex, or veteran status.