Lead Installation Technician

• 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

• High school diploma or GED
• 2 years of formal technical training and at least ten years of related experience
• Equipment installation or similar experience
• PC knowledge and suite of Microsoft applications

• 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 Certificates and Licenses Position/Location dependent
• Industry certification is highly desirable

• Ability to read and interpret standard service manuals, installation manuals, and mechanical diagrams.

• 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.

• 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.

• Completes work in timely manner.
• Strives to increase productivity.
• Works quickly.

• Is consistently at work and on time.

• Is consistently at work and on time.
• Ensures work responsibilities are covered when absent.
• Arrives at meetings and appointments on time.

• Is consistently at work and on time.

• 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.

• Follows instructions, responds to management direction.
• Takes responsibility for own actions.

• Balances team and individual responsibilities.

• 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 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

• Lift up to 75 lbs. with or without assistance
• Climb up to 10 ft with an A-frame ladder
• Occasional roof access may be necessary through extension ladders or fixed ladders greater than 20 feet
• Extensive walking 3-5 miles / day
• Extensive driving 5-6 hours/day
• Kneel, squat, bend, push/pull
• Move in various positions to accomplish tasks in various environments including tight and confined spaces
• Operate motor vehicles or heavy equipment (i.e., forklift)
• Operate machinery and/or power tools Working Conditions
• Office facility and customer facilities (including commercial kitchens of various types of businesses)
• Exposure to noise, heat, cold, slippery, wet dirty conditions may occur
• Travel requirement up to 50% of time Hours of Work.
• Normal business hours with occasional/frequent/extended hours as needed
• Flexibility with schedule to meet critical deadlines
• Normal scheduled hours cover early mornings, evenings and/or weekends
• Extended hours may include nights and/or weekends