The AER Project Manager managers the sales organization with growth of commercial, multi-family, RNC, and select large custom home projects by working closely with the COD sales organization and the HVAC contractor customers that participate in these segments. The AER Project Manager will support Contractors on behalf of the COD sales organization for these projects.
Position Responsibilities may include:
- Provides assistance by developing bill of material selection, development of project pricing & customer proposals, development of technical materials (such as submittals, piping & wiring diagrams, order entry), and logistical coordination & order fulfillment to have the right product arrive at the right time when the customer expects it.
- Manages projects from inception to completion, including liaising with all involved parties to ensure projects are accurate, complete, and returned in a timely manner.
- Provides support to customers as well as sales and branch teams, ensuring that all stakeholders have the most up-to-date and accurate information about projects and the products involved.
- Prepares projects for closing by performing a final review and making sure all activities are complete, documented properly in the CRM, and communicated to both internal and external customers as necessary
- Coordinates and communicates with all involved parties to develop submittals that are accurate and meet all project requirements
- Ensures the Customer TSMs, Sales Leadership, Technical Support Managers, Credit Dept. and other relevant personnel collaborate to provide necessary support through timely and accurate equipment deliveries, project review meetings, and startup assistance
- Tracks all projects in the CRM and ensuring that Project Opportunities are complete, and that any missing information or discrepancies are addressed before they become issues
- Regarding Submittal Generation: Prepares submittals and sends them to the customer (cc: TSM) within 3-days of receipt of PO/Signed & Accepted Proposal. Responds to all submittal rejections, and creates and re-submits revised submittals as necessary. Liaises with External Vendors to confirm any issues with submittals and receive feedback. Liaises with contractors to address any requested changes. Uploads signed and approved submittals into CRM
- Works with Marketing Department to print and ship finalized O&M manuals to contractors, as needed
- Enters pertinent project information into Mincron and also tracks project timing requirements in CRM (both delivery, training timing, and assisted start-up timing if required).
- Prepares cost estimates by analyzing proposals and project requirements. Confers with customers, TSMs, and/or Application Specialist to assess equipment needs and to determine system requirements for projects.
- Plans and modifies product configurations to meet customer needs. Recommends improved products or equipment to customers, specifying how such changes will lower costs or increase efficiency.
- Creates, maintains, and tracks project plans and activities, including timelines and milestones, using project management software.
- Sends data to Division Pricing Manager for tracking of goal attainment status for sales & project quotations & close rates
- Manages internal processes, and procedures.
- Complies with all Company policies and procedures as well as Federal, State, and local regulations.
- Performs additional projects/duties to support ongoing business needs
Nature & Scope:
- Ensures work is aligned with the Director's expectations, goals, and vision
- Accountable for implementation of policies, processes, and procedures for short-term results
- Decisions and problem-solving are guided by policies, procedures and business plan; receives guidance from Senior Manager/Director
- Works on difficult to moderately complex issues and projects
- Provides guidance and training to subordinates
- Has authority to hire, recommend pay, establish performance and recommend for termination
- Level of signing authority established by company policy/guidelines
Knowledge & Skills:
- Ability to communicate clearly and professionally, via written, verbal, and by way of phone calls and electronically such as through email and text
- Ability to establish positive working relationships with internal and external customers and employees
- Strong team player, results orientated, dedicated to excellence, and sense of urgency to achieve business objectives.
- Ability to work both independently and effectively within a team
- Proven high quality customer service skills and relationship management skills
- Demonstrated problem solving techniques
- Proven project management skills
- Excellent follow through habits leading to strong accomplishments of project goals
- Ability to use good judgment and strong work ethics and integrity on the job
- Effective organizational and time management skills including the ability to prioritize and on-time completion of projects
- Experience implementing new processes and procedures
- Highly organized with the ability to manage many time-sensitive needs
- Ability to perform exceptionally while working in a fast- paced, multi-task environment
- Ability to adapt quickly to change and work effectively on various types of activities.
- Working knowledge of MS Office - Excel, Word, PowerPoint, Outlook
- Ability to practice safe work habits and follow company policies/procedures including safety guidelines
- Ability to apply good judgement, strong work ethics and integrity on the job.
Competency:
Experience:
- 3-5 years industry experience or related industry experience
- Expertise to include HVAC certification and technical application
Education/Certification:
- Bachelor's Degree (or equivalent, relevant industry experience)
People Management: No
Physical Requirements / Work Environment:
- Must be able to perform essential responsibilities with or without reasonable accommodations
- Employees visiting customer sites would be subject to use of Personal Protective Equipment (i.e., safety glasses, etc.)
- Ability to travel up to 20% of the time.
- Ability to lift 20 Lbs. on an infrequent basis.
Reports To:
