Lead Installation Technician

ITW • Fairfield, NJ

1d

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 from initial site survey and planning through scheduling, installation, startup, and customer follow-up. The position coordinates with dispatchers and branch personnel, manages customer communications and CRM records, prepares scopes of work and quotes, and completes installations in accordance with the installation playbook and applicable safety requirements. The role has no direct or indirect supervisory responsibilities, although it requires leading an installation crew as part of its work.

The role requires strong project management, communication, technical, and organizational skills. Work takes place at an office and customer facilities, including commercial kitchens. The position involves travel up to 50% of the time, extensive driving and walking, and may involve physical tasks such as lifting, climbing, and working in tight or confined spaces. Normal business hours may be supplemented by early mornings, evenings, weekends, and extended hours to meet deadlines.

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 arithmetic, percentages, and measurement conversions.
• Working knowledge of Windows applications and Microsoft Office programs such as Word and Excel.
• Ability to read and understand business safety guidelines and approach work with an emphasis on safety, efficiency, and quality.
• Ability to prioritize workloads and concurrent projects, manage time and resources, and complete work accurately and efficiently.
• Ability to multitask across site visits, quote preparation, and leading an installation crew.
• Ability to communicate orally with people inside and outside the organization, resolve crises and conflicts, self-motivate, take direction, and adjust priorities quickly.
• Ability to communicate timely installation updates to customers.
• Ability to commit to extended work hours when needed to meet goals.
• Ability to lift up to 75 pounds with or without assistance, 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 such as forklifts, machinery, and power tools.

Nice To Haves

• Five or more years of installation experience with 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 with dispatchers and branch personnel to schedule installations in Microsoft Field Service while meeting customer promise dates.
• Execute installations according to the scope of work, to customer satisfaction, and in compliance with safety manuals and programs.
• Follow the installation playbook from machine 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 and promote future service products after the warranty period for new machines.
• Maintain the vehicle and properly handle installation material-handling equipment.
• Follow the company's safe driving policy and other applicable policies, including safety policies.
• Perform other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: High school or GED