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 installations to evaluate feasibility and plan execution within the CRM.

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

• Collaborate with dispatchers and branch staff to schedule installations using Microsoft Field Service, ensuring adherence to customer commitment dates.

• Implement installations following the defined scope of work, safety protocols, and program guidelines.

• Adhere to the installation playbook from the arrival of equipment at the customer location to successful startup.

• Oversee the installation request inbox.

• Manage scheduling and completion timelines in the CRM, relaying information to customers and branch leadership.

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

• Stay informed about current organizational practices, industry standards, and equipment knowledge.

• Communicate Hobart Service value propositions for future service offerings post machine warranty expiration.

• Maintain company vehicles and manage installation material-handling equipment.

• Adhere to the company’s safe-driving policy and other relevant safety regulations.

• Compile and summarize data for supervisors or branch managers to support customer-centric strategies and sales efforts.

• Conduct visual safety inspections of vehicles and equipment, reporting any defects.

• Prioritize workloads, special assignments, and simultaneous projects.

• Perform site visits, prepare quotes, and lead installation teams.

• Provide timely updates to customers regarding installation progress.

• Carry out additional duties as assigned.

⛳️ Requirements

• High school diploma or GED required.

• Minimum of 2 years of formal technical training and at least ten years of relevant experience.

• Experience in equipment installation or a related field.

• Proficient in PC operations and Microsoft application suite.

• Capability to read and interpret standard service manuals, installation manuals, and mechanical diagrams.

• Basic math skills, including percentages and measurement conversions.

• Fundamental knowledge of Windows applications and Microsoft Office programs, such as Word and Excel.

• Ability to read and comprehend safety regulations.

• Capacity to lift up to 75 lbs. with or without assistance.

• Ability to climb up to 10 ft using an A-frame ladder.

• Occasional roof access via extension or fixed ladders exceeding 20 feet.

• Significant walking, approximately 3–5 miles daily.

• Extensive driving, around 5–6 hours daily.

• Ability to kneel, squat, bend, push/pull, and work in tight or confined spaces.

• Competence in operating motor vehicles, heavy equipment, machinery, and power tools.

• Availability to work standard business hours, as well as early mornings, evenings, weekends, nights, and extended hours as required.

• Flexibility in scheduling to meet critical deadlines.

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

🏝️ Benefits

• Equal employment opportunity and equitable treatment for all.

• Reasonable accommodations provided for individuals with disabilities.

• Opportunities for career development and the ability to achieve full potential.