Site Planner

JOB TITLE: Site Planner

DEPARTMENT: Commercial (Field Service)

EXEMPT / NON-EXEMPT: Exempt
SUPERVISOR'S JOB TITLE: Manager, Installation Services

LOCATION: Chicago IL

Position Summary

As a Site Planner, you are responsible for leading the planning and coordination of installation and training projects for Natus Neurology systems. You act as the primary point of ownership during the pre-installation and project planning phases, ensuring all technical, logistical, and customer requirements are aligned to enable successful implementation and go-live execution.

This role requires close collaboration with customers, Installation Teams, Clinical Applications, Sales, and IT stakeholders, with accountability for project readiness, scheduling, and overall planning excellence.

Key Responsibilities

This list is not exhaustive, and other duties may be assigned.

Project Planning & Coordination

• Plan neurodiagnostic installation projects, ensuring all required customer documentation is received, validated, and incorporated into project plans
• Identify, schedule, and manage installation and training timelines for assigned projects
• Coordinate project activities to ensure execution aligns with company standards and customer requirements
• Perform site walkthroughs to confirm readiness and compliance with installation requirements
• Negotiate and manage project schedule changes, communicating impacts to stakeholders
• Collaborate with technical, installation, and clinical teams to ensure readiness across all aspects of delivery
• Build strong customer relationships through clear communication and proactive support during implementation
• Retain ownership of issues through resolution during the planning and execution phases

Resource Planning & Scheduling

• Assign internal resources and contractors based on project needs, required skillsets, and availability
• Support field service scheduling and dispatch to optimize utilization and meet planning targets
• Escalate risks when resource or timing constraints impact project delivery

Documentation and Compliance

• Maintain accurate CRM documentation, including project notes, time entries, and required customer records
• Stay up-to-date and follow all Quality System procedures related to this job, which can affect the quality of products or services provided to our customers.
• Use only approved documentation in line with company guidelines

Continuous Learning & Contribution to Culture

• Participate in product and internal training to stay current with software and hardware developments
• Contribute to the team's success by embracing our North Star guiding principles and behaviors, actively participating in a culture that puts our Patient first. Demonstrate exceptional teamwork, agility, accountability, and respect, cultivating an environment where collaboration and continuous improvement thrive.

Qualifications & Experience

Education and/or Experience

• Bachelor's or Higher degree in a related field, from an accredited college or university is required.
• Project Management Professional certificate strongly recommended or proven experience in managing complex installation projects for at least 5 years.

Key Competencies

• Strong project planning, coordination, and execution skills with high attention to details
• Excellent written, verbal, and customer-facing communication skills
• Ability to build collaborative relationships across customers, sales, service, and IT stakeholders
• Calm, methodical approach to problem-solving and issue resolution
• Ability to manage multiple priorities and adapt to changing project requirements
• Customer-first mindset with a focus on professionalism and accountability
• Self-directed work style with the ability to operate independently in dynamic environments

Technical Skills and Abilities

• Understanding of Microsoft SQL Server requirements, including installation dependencies, connectivity, authentication, backup considerations, and basic database support concepts.
• Strong knowledge of Microsoft Windows desktop and server operating systems.
• Working knowledge of Active Directory, Group Policy, domain-joined device deployment, and Windows security policies.
• Working knowledge of remote application delivery platforms such as Citrix and similar virtualization or remote access technologies.
• Working knowledge of network infrastructure concepts including TCP/IP, DNS, DHCP, VLANs, firewall considerations, port access, and connectivity for Windows-based devices.
• Familiarity with storage backends, shared storage, and virtualized server environments used to support enterprise applications.

Travel Required: Extensive

Other Requirements

• Must reside within North America, near a major airport
• Must have a valid passport
• Must have valid driver's license and clean driving record
• Ability to meet all Vendor Credentialing requirements for onsite support, including all needed immunizations, verification of past immunizations, TB screening, drug testing, flu shots, etc as defined by the individual healthcare system.

Language & Problem-Solving Skills

• Ability to interpret and apply technical, clinical, and business documentation
• Able to communicate clearly through reports, training sessions, and customer interactions
• Able to solve practical problems in varied and evolving situations

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to:

• Travel to customer sites by air, car, or train
• Standing, walking, and moving within hospital or clinical settings
• Assembling and handling equipment, including occasional lifting of up to 50 pounds
• Bending, stooping, or kneeling during installation activities

Success in Role

• Deliver accurate and timely project plans enabling successful installations
• Achieve high customer satisfaction during planning and pre-install phases
• Ensure projects are fully prepared prior to installation start dates
• Maintain accurate, complete, and compliant CRM documentation
• Drive improved planning efficiency, reduced delays, and better resource utilization