Lead Installation Technician

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, giving back to the communities where they live and work, and demonstrating the ITW values of Integrity, Simplicity, Trust, Respect, and Shared Risk.

These are the most significant job duties performed. The size, scope, and complexity of assigned duties and responsibilities are dependent on the level and experience of the incumbent. To perform this job successfully, an individual must be able to perform each assigned essential duty satisfactorily. Other responsibilities or special projects not specifically listed below may also be assigned.

• Entering and managing installation opportunities in CRM to develop accurate monthly forecasts
• Conducting site installation surveys to collect necessary information for installation feasibility and planning the execution in CRM
• Producing the 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 promised 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 the installation playbook from start to end (machine at customer site to leaving the customer site after successful startup)
• Effective management of the 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 the branch and organization's financial objectives
• Maintains current organization, industry, and equipment knowledge
• Strong communication with customers on overall Hobart Service value propositions for future service products after the warranty expires for a 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

This position has no direct or indirect supervisory responsibilities.

The requirements listed below are representative of the knowledge, skills, and/or abilities required to perform this job successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• 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 a suite of Microsoft applications

• 5+ years of installation experience in commercial equipment
• Mechanical or electrical experience is preferred, but not required
• An associate's 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

To perform the job successfully, an individual should demonstrate the following competencies.

• 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 the 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…