Lead Installation Technician

Overview

Lead Installation Technician at Hobart Food Equipment and Service.

Company:
Hobart Service, an Illinois Tool Works Company. We have over 1,700 associates nationwide and operate with ITW values of Integrity, Simplicity, Trust, Respect and Shared Risk.

• 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

This position has no direct or indirect supervisory responsibilities.

The requirements listed below are representative of the knowledge, skill, and/or ability 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 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

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

• Technical and Analytical Skills
• Ability to read and interpret standard service manuals, installation manuals, and mechanical diagrams
• Understanding of basic math and calculations
• Basic 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 a 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

• 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
• Keeps 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
• App…