Installation Lead

Installation Lead

The Installation Lead will oversee and execute the installation of company products and solutions, ensuring high-quality service, adherence to safety standards, and operational efficiency. This role is critical in streamlining regional installations, reducing travel expenses, and improving customer satisfaction.

This role requires a highly skilled professional with strong leadership capabilities, extensive problem‑solving skills, and the ability to manage multiple projects while maintaining exceptional service standards.

• Lead end-to-end installation projects, ensuring timely completion, compliance, and quality control.
• Build monthly installer scorecards and provide coaching.
• Maintain and update the active installer list, onboarding new installers and eliminating low performers.
• Send updated install agreements and maintain required documentation such as insurance.
• Serve as primary point of contact for installation questions, addressing customer concerns and technical challenges.
• Follow quoting procedures and elevate discrepancies to Sales and Installation Management.
• Collaborate with Inside Sales, Service Operations, Customer Experience Leads, Logistics and Operations to troubleshoot and resolve any installation challenges prior to, during and after installations.
• Maintain documentation and reporting on installation progress.
• Communicate delays or changes to Sales, Sales Operations, Installers and Customer Experience Leads.
• Assist with installer inquiries or general troubleshooting.
• Coordinate with distribution centers for shipment pictures and documentation when installers claim missing products.
• Audit and approve installer invoices.
• Work cross‑functionally with other departments to keep install cases updated.
• Maintain installer contact and shipping information.
• Chase overdue PODs and invoices.
• Work with Inside Sales to ensure 100% Install Recovery.
• Update RMA serial numbers in SFDC and pass to ISR’s for Oracle close‑out.
• Review and act on post‑install survey results with Customer Experience Leads.
• Travel as necessary to provide in‑person assistance and set service plans for escalated accounts.
• Perform additional duties as assigned.

• Excellent attention to detail and ability to multitask in a deadline‑driven, fast‑paced environment.
• Exceptional verbal and written communication skills and strong work ethic.
• Exceptional organizational and time‑management skills with a professional demeanor.
• High energy, enthusiasm, and the ability to work in a team atmosphere.

• High school diploma or equivalent.
• Excellent computer skills, including high proficiency with MS Office, especially Excel.
• Data entry and customer service experience preferred.
• Salesforce and Oracle experience preferred.

• Customer Focus – Builds confidence, increases satisfaction, and ensures commitments.
• Dependability – Meets commitments, works independently, manages change, and meets attendance requirements.
• Productivity – Manages workload, prioritizes tasks, and manages time effectively.
• Teamwork – Meets deadlines, listens, values opinions, and fosters a team atmosphere.
• Communication – Communicates clearly, creates accurate reports, and shares information.

The role requires bending, stooping, reaching, twisting, lifting, pushing, pulling, and moving items, occasional lifting up to 15 pounds. Standing, walking, and moving around is frequent. Corrected vision and hearing must be near normal. The position may involve working under stressful conditions or irregular hours.

Work is performed in an office environment with frequent interaction with internal and external customers.

Level: Staff

FLSA:
Non‑Exempt

Supervises: N/A

Summary of the typical functions of the job is not exhaustive. Other duties may be part of the role as assigned. The responsibilities and duties described may differ from those outlined here.

In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.

Core Health & Fitness is an equal‑opportunity employer that does not discriminate on the basis of race, color, national origin, sex, disability, age, religion, sexual orientation, gender identity, gender expression, creed, disabled veteran status, marital status, or Vietnam‑era veteran status. If you are a person with a disability and need assistance applying for a position, please contact our Human Resources department at