5+ years of experience in HVAC or Plumbing industries
Associate's degree or higher in a related field; 4-year degree preferred
Valid driver's license with a clean driving record
Proven experience with Salesforce or similar CRM tools
Technical sales background preferred
Experience in the contractor industry preferred
Responsibilities
Oversee all phases of project development from sizing to stakeholder communication
Manage expedited orders and monitor manufacturer lead times
Update OSEs and customers on delivery schedule changes
Ensure accuracy in order entry and alignment with purchase orders
Maintain daily updates in Salesforce for opportunity tracking
Act as a liaison for OSEs in external communications
Support OSEs by consolidating information and developing customer relationships
Benefits
Collaborative work environment
Opportunities for professional development
Engagement in diverse project phases
Supportive management team
Potential for travel for meetings and training
Full Job Description
Job Title: Project Manager
Location: Hayward, CA
Annual Salary Range: $80,000 to $100,000 DOE
JOB SUMMARY
The Project Manager independently oversees and manages all phases of project development, including product sizing and selection, quotations, order processing, material tracking, project timelines, and stakeholder communication. This support enables Outside Sales Engineers (OSEs) to dedicate at least 60% of their efforts to external, client-facing activities.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Sales Responsibilities
Escalate and manage expedited orders with urgency and ensure manufacturer lead times are actively monitored and communicated.
Keep Outside Sales Engineers (OSEs) and customers updated on delivery schedule changes using information from internal and external sources.
Ensure order entry accuracy, align sales and factory purchase orders with submittals and customer purchase orders, and involve OSEs as necessary.
Maintain and update Salesforce daily for accurate opportunity tracking and status updates.
Communicate opportunity line-level status within active commercial quotations in Salesforce and use the Chatter function to keep all involved parties informed.
Review OSE open order pipeline for accuracy and assist with interpreting construction bid documents to generate equipment selections, budget pricing, and formal quotations.
Utilize factory-provided software/web tools for equipment selection.
Coordinate with the CHC Service Division for start-ups and warranty cases through Salesforce.
Act as a liaison for OSEs in external communication via phone, email, video meetings, or other methods.
Support OSEs by consolidating information, identifying leads, and developing customer relationships.
Provide customers with standard application drawings based on their requirements.
Collaborate with OSEs on competitive pricing situations and special net requests to manufacturers.
Adhere to wage procedures and communicate updates during internal job log meetings.
Report customer and business trends to the Regional Sales Manager and participate in travel for meetings, training, or job site visits as necessary.
General Responsibilities
Communicate clearly and concisely, both verbally and in writing, with customers and staff.
Foster cooperative working relationships with CHC staff.
Stay current with department policies and procedures outlined in the Department Manual.
Additional responsibilities related to warehouse operations, including inventory and will-call, will be defined as the process develops.
Other duties as assigned by CHC Management.
EDUCATION AND EXPERIENCE
Required:
5+ years of industry experience with a background in HVAC or Plumbing.
Associate's degree or higher in a related field is required, with a 4-year degree preferred.
A valid driver's license with a driving record that meets the requirements of our liability carrier.
Proven experience in Plumbing and/or HVAC industries.
