Lead Installation Technician

Job Description

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 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.

• 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.

• 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…