Lead Installation Technician
- Des Moines, IA
- Permanent
- Full-time
- 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.
- 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.
- 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
- 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