Lead Installation Technician

ITW•Atlanta, GA

About The Position

Hobart Service, an Illinois Tool Works Company, is hiring a Lead Installation Technician to manage and carry out commercial food equipment installations. The role includes developing installation opportunities and forecasts in CRM, surveying customer sites, preparing scopes of work and quotes, coordinating schedules with dispatchers and branch personnel, and completing installations according to scope, customer expectations, safety policies, and the installation playbook. The technician manages installation requests and project schedules, updates pricing and CRM records, communicates with customers and branch leadership, and identifies opportunities to explain Hobart Service offerings for after-warranty service. The position also involves maintaining the vehicle and material-handling equipment and keeping current on organizational, industry, and equipment knowledge. This position has no direct or indirect supervisory responsibilities. Work takes place at an office and customer facilities, including commercial kitchens. Travel may be required up to 50% of the time. The schedule is based on normal business hours but may include early mornings, evenings, weekends, nights, and extended hours to meet critical deadlines. The role involves exposure to noise, heat, cold, slippery, wet, or dirty conditions.

Requirements

High school diploma or GED.
Two years of formal technical training and at least ten years of related experience.
Equipment installation or similar experience.
PC knowledge and familiarity with Microsoft applications.
Ability to read and interpret standard service manuals, installation manuals, and mechanical diagrams.
Basic math skills, including calculations, percentages, and measurement conversions.
Working knowledge of Windows applications and Microsoft Office programs such as Word and Excel.
Ability to prioritize workload, special tasks, and concurrent projects and complete work accurately and efficiently within established time frames.
Ability to multitask across site visits, quote preparation, and leading an installation crew.
Oral communication skills for communicating with people inside and outside the organization.
Crisis and conflict resolution skills.
Ability to self-motivate, take management direction, and adjust priorities in a multitasking environment.
Ability to communicate installation updates to customers in a timely manner.
Ability to read and understand business safety guidelines and approach work with an emphasis on safety, efficiency, and quality.
Ability to inspect vehicles and equipment for safety, report defects, and take defective items out of service until repaired or replaced.
Ability to perform the physical demands of the job, including lifting up to 75 pounds, climbing ladders, extensive walking and driving, and working in tight or confined spaces.

Nice To Haves

Five or more years of installation experience in commercial equipment.
Mechanical or electrical experience.
Associate degree.
Experience installing and removing commercial cooking and/or refrigeration equipment.
Prior experience using Microsoft Dynamics 365 CRM.
Industry certification.

Responsibilities

Enter and manage installation opportunities in CRM to develop accurate monthly forecasts.
Conduct site installation surveys to gather information needed to assess feasibility and plan execution in CRM.
Produce scopes of work and customer-facing installation quotes in CRM.
Coordinate installation schedules with dispatchers and branch personnel in Microsoft Field Service, adhering to customer promise dates.
Execute installations according to the scope of work, customer expectations, safety manuals, and safety programs.
Follow the installation playbook from the equipment's arrival at the customer site through successful startup and departure.
Manage the installation request inbox.
Manage schedule and completion dates in CRM and communicate relevant information to customers and branch leadership.
Update final pricing in CRM opportunities to support branch and organizational financial objectives.
Maintain current knowledge of the organization, industry, and equipment.
Communicate Hobart Service value propositions to customers for potential service products after new equipment warranties expire.
Maintain the vehicle and handle installation material-handling equipment properly.
Follow the company's safe driving policy and other applicable policies, including safety policies.
Perform other assigned duties.