Lead Installation Technician

ITW•Oklahoma City, OK

About The Position

Hobart Service, an Illinois Tool Works Company, provides commercial food equipment service solutions and has more than 1,700 associates nationwide. The Lead Installation Technician manages installation opportunities and forecasts in CRM, surveys customer sites, prepares scopes of work and installation quotes, coordinates schedules, and completes equipment installations to customer satisfaction. The role follows installation playbooks and safety requirements, maintains accurate project and pricing information, communicates with customers and branch personnel, and supports future service opportunities. The position has no direct or indirect supervisory responsibilities. Work takes place in office and customer facilities, including commercial kitchens, and may involve travel up to 50% of the time. Normal business hours apply, with schedule flexibility and occasional or extended hours—including nights and weekends—as needed.

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.
Mechanical aptitude to operate and troubleshoot equipment.
Skill using tools and equipment such as basic hand tools, service manuals, gauges, and meters.
Ability to read and interpret service manuals and mechanical diagrams.
Basic math skills, including calculations and measurement conversions.
Working knowledge of Windows applications and Microsoft Office programs such as Word and Excel.
Ability to follow workflow processes and maintain inspection accuracy.
Ability to understand and follow safety guidelines and complete required safety training.
Professional customer-service demeanor, strong telephone etiquette, and effective interpersonal and communication skills.
Ability to prioritize workloads and concurrent projects, meet established timelines, resolve crises or conflicts, and adjust priorities quickly.
Ability to work independently, self-motivate, take direction, and contribute to a team.
Ability to commit to extended hours when needed to meet goals.
Ability to lift up to 75 pounds, climb ladders, walk extensively, drive extensively, kneel, squat, bend, push and pull, and work in tight or confined spaces.
Ability to operate motor vehicles, heavy equipment, machinery, and/or power tools.
Ability to travel up to 50% of the time.

Nice To Haves

Five or more years of commercial equipment installation experience.
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, where relevant to the position or location.

Responsibilities

Enter and manage installation opportunities in CRM to develop accurate monthly forecasts.
Conduct site installation surveys, collect information for feasibility and planning, and document execution plans 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, and applicable safety manuals and programs.
Follow the installation playbook from arrival of the machine at the customer site through successful startup and departure.
Manage the installation request inbox effectively.
Manage schedules, completion dates, and project information in CRM, and communicate updates 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 and promote future service products after equipment warranties expire.
Maintain vehicles and handle installation material-handling equipment properly.
Follow the company's safe-driving policy and other applicable policies, including safety requirements.
Perform other duties as assigned.