The Lead Installation Technician with This includes the initial customer contact, the scheduling and performance of initial site surveys, the development and relay of installation quote from CRM, assisting the scheduling of the actual install, performing the install, completing the install along with all associated activities and progressing the installation opportunity in Microsoft Dynamics 365 CRM throughout its journey. The Lead Installation Technician is expected to work proficiently with branch dispatchers, service managers, outside subcontractors, technicians and other branch leadership personnel to properly execute the installation. The position has high level expectations on ensuring customer satisfaction and adherence to the organization's policies including strong mandates on safety.ESSENTIAL DUTIES AND RESPONSIBILITIESThese 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 forecastsConducting site installation surveys to collect necessary information for install feasibility and planning the execution in CRMProducing scope of works and customer facing installation quotes in CRMWorking with dispatchers and other branch personnel to schedule installs in Microsoft Field Service adhering to promise dates for customersExecuting the installation per the scope of work to customer satisfaction and by adhering to safety manuals and programsStrong adherence to installation playbook from start to end (machine at customer site to leaving customer site after successful startup)Effective management of installation request inboxStrong project management skills by managing schedule dates and completion dates in CRM and information relayed to the customer and to other branch leadership personnelProper final pricing updates to CRM opportunities that support branch and organization financial objectivesMaintains 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 machineProper vehicle maintenance and handling of installation material handling equipmentAdherence to the company's safe driving policy and other applicable policies including safetyOther duties as assignedSupervisory Responsibilities This position has no direct or indirect supervisory responsibilities.
