Principal Duties and Responsibilities
Responsibilities will include, but not be limited to the following:
- Perform site visits to gather information required to schedule and monitor progress.
- Under direction of department managers Coordinates subcontractors, vendors, internal / external engineering, etc. to maintain project timeline and accurize bids/costs.
- Perform Booking audits and ensure standardization and quality of booking documents.
- Interfaces with customer to facilitate invoicing, billing, and receivables, close projects and manage expectations.
- support projects requiring third party or government reporting.
- Work with warehouse to Ensure that quotes are accurate and delivered in a timely manner.
- Develop and complete written scopes of work related to project/service/repair being quoted.
- Analize and report on various financial data to support retrofit operations and identify data points that may require adjustment or investigation.
- Works with operations for smooth project hand off during project closeout.
- Development and completion of bid temps related to project/service/repair being quoted.
- Prepare and review booking packages, quotes, and other related documents.
- Using knowledge base and experience, amend, adjust, change scopes, bid temps, presentation documents, etc as required or requested.
- Attend networking events.
- Actively seek and drive new business for the team.
- In conjunction with the Project managers, construction manager and other retrofit personnel drive the department goals and standards as directed.
Job Specifications (incl. Education requirements, minimal experience, computer skills required, etc.)
- Bachelor’s degree in business, Project management, mechanical engineering, or related field preferred.
- 2+ years' experience in HVAC commercial service or related field.
- Aptitude and eagerness to learn technical aspects required to estimate projects.
- Strong communication skills.
- Financial acumen, inclusive of interpreting spreadsheets and forecasting.
- Independent decision making is required.
- Computer skills using MS Office required. Strong Excel skills are required.
- Possess a valid driver’s license and be in compliance with company designated driver policy.
