Lead Installation Technician

ITW•New York, NY

1d•Onsite

About The Position

Hobart Service, an Illinois Tool Works Company, has been in business for over 125 years and is the trusted source for Commercial Food Equipment Service Solutions. They have over 1,700 associates nationwide. The Lead Installation Technician role involves managing installation opportunities, conducting site surveys, producing scope of works and quotes, scheduling installs, executing installations to customer satisfaction and safety standards, managing the installation request inbox, strong project management, updating pricing, maintaining industry knowledge, communicating value propositions to customers, and ensuring proper vehicle and equipment maintenance. The role requires adherence to company policies including safe driving and other safety programs.

Requirements

High school diploma or GED
2 years of formal technical training
At least ten years of related experience
Equipment installation or similar experience
PC knowledge and suite of Microsoft applications
Ability to read and interpret standard service manuals, installation manuals, and mechanical diagrams
Understanding of basic math (addition, subtraction, multiplication, division, calculations of percentages, measurement conversions)
Compiles and summarizes data for supervisor and/or branch manager that will help him/her with creating customer-focused strategies for fostering relationships and sales (e.g., equipment leads, contract leads, water treatment order leads)
Basic knowledge of / working knowledge of Windows applications and Microsoft Office programs such as Word and Excel
Demonstrates accuracy and thoroughness
Looks for ways to improve and promote quality
Applies feedback to improve performance
Monitors own work to ensure quality
Completes work in timely manner
Strives to increase productivity
Works quickly
Is consistently at work and on time
Ensures work responsibilities are covered when absent
Arrives at meetings and appointments on time
Follows instructions, responds to management direction
Takes responsibility for own actions
Balances team and individual responsibilities
Exhibits objectivity and openness to others' views
Gives and welcomes feedback
Contributes to building a positive team spirit
Puts success of team above own interests
Able to build morale and group commitments to goals and objectives
Supports everyone's efforts to succeed
Recognizes accomplishments of other team members
Keep commitments
Commits to extended hours of work when necessary to reach goals
Completes tasks on time
Ability to read and understand safety guidelines of the business
Ability to approach job responsibilities with an emphasis on safety, efficiency, and quality
Performs periodic visual safety inspections of vehicle and equipment, reports vehicle and tool defects and takes them out of service until repairs are made or items replaced
Demonstrates a comprehensive knowledge of company products and services
Prioritizes regular workload, special tasks and concurrent projects, allocating time and resources to ensure that work is completed accurately and efficiently within the established time frame
Must be able to multi-task; work on site visits, compose quotes and lead an installation crew
Demonstrated ability to communicate orally with individuals from within and outside the organization
Demonstrates crisis/conflict resolution skills
Ability to self-motivate and take direction from management
Thrives in a multi-tasking environment and can adjust priorities quickly
Timely customer communication on installation updates

Nice To Haves

5+ years of installation experience in commercial equipment
Mechanical or electrical experience is preferred, but not required
Associate degree is preferred, but not required
Experience installing and removing commercial cooking and/or refrigeration equipment is highly desirable
Prior experience using Microsoft Dynamics 365 CRM
Industry certification is highly desirable

Responsibilities

Entering and managing installation opportunities in CRM to develop accurate monthly forecasts
Conducting site installation surveys to collect necessary information for install feasibility and planning the execution in CRM
Producing scope of works and customer facing installation quotes in CRM
Working with dispatchers and other branch personnel to schedule installs in Microsoft Field Service adhering to promise dates for customers
Executing the installation per the scope of work to customer satisfaction and by adhering to safety manuals and programs
Strong adherence to installation playbook from start to end (machine at customer site to leaving customer site after successful startup)
Effective management of installation request inbox
Strong project management skills by managing schedule dates and completion dates in CRM and information relayed to the customer and to other branch leadership personnel
Proper final pricing updates to CRM opportunities that support branch and organization financial objectives
Maintains current organization, industry, and equipment knowledge
Strong communication with customers on overall Hobart Service value propositions for future service products after warranty expires for new machine
Proper vehicle maintenance and handling of installation material handling equipment
Adherence to the company's safe driving policy and other applicable policies including safety
Other duties as assigned