Lead Installation Technician

This is a fully remote position, open to applicants in New York.

📋 Description

• Input and oversee installation prospects in the CRM to create precise monthly forecasts.

• Conduct site surveys for installation feasibility and planning execution.

• Generate scopes of work and customer-oriented installation quotes in the CRM.

• Coordinate installation timelines with dispatchers and branch staff utilizing Microsoft Field Service.

• Implement installations in accordance with the defined scope, safety manuals, and installation guidelines.

• Manage the installation request inbox.

• Oversee schedules and completion dates in the CRM, relaying information to customers and branch leadership.

• Update final pricing in CRM opportunities to align with financial goals.

• Keep abreast of current organizational, industry, and equipment knowledge.

• Convey Hobart Service value propositions and upcoming service products to clients.

• Maintain vehicles and manage installation material equipment.

• Adhere to safe driving practices and other relevant company policies.

• Conduct visual safety inspections and report any vehicle and tool defects.

• Compile and summarize data for supervisors or branch managers.

• Lead installation teams and address customer crises or conflicts.

• Perform additional duties as assigned.

⛳️ Requirements

• High school diploma or GED.

• 2 years of formal technical training.

• A minimum of ten years of related experience.

• Experience in equipment installation or a similar field.

• Proficient in PC use and Microsoft applications.

• Preferred 5+ years of installation experience in commercial equipment.

• Mechanical or electrical experience is a plus, but not mandatory.

• An associate degree is preferred, but not essential.

• Highly desirable experience in installing and removing commercial cooking and/or refrigeration equipment.

• Previous experience with Microsoft Dynamics 365 CRM is advantageous.

• Industry certification is highly desirable, depending on position/location.

• Ability to read and interpret service manuals, installation instructions, and mechanical diagrams.

• Basic math skills, including measurement conversions and percentage calculations.

• Working knowledge of Windows, Microsoft Word, and Microsoft Excel.

• Capability to read and understand safety guidelines.

• Ability to manage multiple tasks across site visits, quotes, and installation teams.

• Strong oral communication skills with both internal and external parties.

• Proficient in crisis and conflict resolution.

• Self-motivated with the ability to follow directions.

• Capability to lift up to 75 lbs., climb ladders up to 10 feet, walk 3–5 miles daily, drive 5–6 hours per day, and work in tight or confined spaces.

• Ability to operate motor vehicles, heavy machinery, and power tools.

• Willingness to travel up to 50% of the time.

• Flexibility to work early mornings, evenings, weekends, nights, and extended hours as required.

🏝️ Benefits

• Opportunities for career development and learning.

• Distinctive and relevant development opportunities throughout the employee life cycle.

• Commitment to equal employment opportunity and fair treatment.

• Work within an entrepreneurial culture that promotes autonomy, decision-making, and ownership.