Lead Installation Technician
About the role
Hobart Service, an Illinois Tool Works Company, seeks a skilled Equipment Installation Specialist to join our dynamic team. This position is responsible for entering and managing installation opportunities in CRM, conducting site installation surveys, producing installation quotes, scheduling installs, executing installations, and maintaining CRM records.
Responsibilities
- 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
Qualifications
- High school diploma or GED
- 2 years of formal technical training and at least ten years of related experience in equipment installation or similar experience
- PC knowledge and suite of Microsoft applications
- Desired: 5+ years of installation experience in commercial equipment, mechanical or electrical experience, Associate degree, prior experience using Microsoft Dynamics 365 CRM, industry certification
Supervisory Responsibilities
This position has no direct or indirect supervisory responsibilities.
Competencies
- Technical and Analytical Skills
- Quality
- Quantity
- Attendance/Punctuality
- Dependability
- Teamwork
- Safety
- Time Management and Communication Skills
Physical Demands & Work Environment
- 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
Company Description
Hobart Service, an Illinois Tool Works Company, has been in business for over 125 years and is the trusted source for Commercial Food Equipment Service Solutions. We have over 1,700 associates nationwide who serve as valued partners to our customers. Our employees are dedicated to providing the best customer service, give back to the communities where they live and work, and demonstrate the ITW values of Integrity, Simplicity, Trust, Respect and Shared Risk.