Middle Market Project Manager

This is a fully remote position, open to applicants in Arizona, +2 more states.

📋 Description

• Assist the divisional sales team in expanding Light Commercial, RAQA, Multi-Family, VRV, and certain large custom home initiatives.

• Offer product selection and quotation services to the divisional sales teams.

• Oversee projects from their inception to completion, ensuring coordination among all parties involved.

• Deliver up-to-date project and product information to customers, sales teams, and branch teams.

• Prepare projects for closure through comprehensive reviews, documentation in the CRM system, and communication with stakeholders.

• Ensure accurate and compliant submittals while liaising with customers, vendors, contractors, and internal teams.

• Coordinate support from Customer TSMs, Sales Leadership, Technical Support Managers, Credit Department, and other personnel as necessary.

• Monitor project opportunities, details, timelines, deliveries, training, and startup assistance utilizing Salesforce.

• Create submittals, address rejections, amend and resubmit documents, and upload approved submittals into Salesforce.

• Develop cost estimates by evaluating proposals and project specifications.

• Identify equipment needs and system requirements in collaboration with customers, TSMs, and Application Specialists.

• Plan and adjust product configurations to align with customer requirements.

• Suggest enhancements to products or equipment to lower costs or enhance efficiency.

• Adhere to company policies, procedures, and federal, state, and local regulations.

• Execute additional projects and responsibilities that support ongoing business needs.

• Report directly to the Manager of the Middle Market Team.

⛳️ Requirements

• 3–5 years of experience in the industry or a related field.

• HVAC certification and expertise in technical applications.

• Bachelor’s Degree or equivalent relevant industry experience.

• Knowledge of product selection and quoting processes.

• Strong project management capabilities.

• Skills in customer service and relationship management.

• Proficient problem-solving abilities.

• Familiarity with MS Office applications: Excel, Word, PowerPoint, and Outlook.

• Competent in using Salesforce.

• Excellent written, verbal, phone, email, and text communication skills.

• Ability to work independently while also being an effective team player.

• Capacity to handle multiple time-sensitive tasks and prioritize projects accordingly.

• Ability to thrive in a fast-paced, multi-tasking environment.

• Quick adaptability to change.

• Commitment to following safety guidelines and company policies/procedures.

• Willingness to travel up to 20% of the time.

• Capability to lift 20 lbs. infrequently.

• Must be legally authorized to work in the United States.

• Must not require employer-sponsored work authorization now or in the future.

🏝️ Benefits

• Equal employment opportunity for all individuals, regardless of protected characteristics.

• Reasonable accommodations provided for individuals with disabilities.

• Personal Protective Equipment supplied/required for employees visiting customer locations.

• Flexible remote work arrangement.

• Travel required up to 20% of the time.