Area Manager

Job Title: Area Manager

Company: Hoffman Mechanical Solutions


Reports to : Director of Technical Operations

FLSA Status: Exempt

We are 100% employee-owned through an Employee Stock Ownership Plan (ESOP). This is a retirement benefit for our employees that is wholly paid for by the company in addition to 401(k) options for employee contributions. There are approximately 7,000 ESOPs in the United States, governed by the IRS and the U.S. Department of Labor. Research indicates that ESOP companies tend to grow faster in sales and employment. ESOP employees tend to have 2.2 times as much in retirement savings as employees in traditional companies.

Position Purpose:

• The role of the Area Manager is to lead and manage the day-to-day operations of the local Technical Services Team.
• The Technical Service Team will vary based upon the size of the local business but typically consists of Area Team Leaders(s), field HVAC service technicians, dispatcher(s), biller(s), superintendent/project manager(s), etc. Technicians, and other field personnel, will report directly to the local Area Manager. Local administrative support (if any) report directly to the Director of Administrative Operations but have a dotted line to the Area Manager.
• The Area Manager along with the team leader and Director of Technical Operations will have visibility and full responsibility for the local Profit and Loss results.
• The Area Manager will be the primary point of contact to support local service sales, field operations, and administrative efforts.
• Occasionally, it may be necessary for the Area Manager to assist HVAC service technicians in the field.

Duties and Responsibilities:

• Gain and maintain customer and team member trust and confidence.
• Coach and mentor local HVAC Service Technicians.
• Effectively manage and lead assigned technicians. In larger markets, the Area Manager may also need to manage and provide guidance to a local Field Operations Coordinator(s).
• Work with service coordinator (dispatcher) to determine most efficient work assignments: best pair skill sets for start-ups, quoted jobs, service agreement lead technician, service calls, etc.
• Constant interaction (in-person, phone, email, text, etc.) with customers, coordinators, technicians, etc. as needed to keep information flowing and the work in the field moving forward in the most effective and cost-efficient manner.
• Communicate daily status of high-profile jobs to necessary parties (coordinator, owner, sales engineer, etc.).
• Audit and approve timesheets and other supporting documentation for all direct reports. In detail, check technician Field Reports to ensure all hours are properly recorded, work description is detailed and accurate, purchases are noted, and all supporting documents (receipts, packing slips, startup reports, equipment log sheets, warranty reimbursement forms, etc.) have been completed and are accurate. Effectively communicate as required with appropriate parties until all errors and omissions have been resolved.
• Follow up with appropriate party (coordinator, owner, sales engineer, etc.) on items on Field
• Report that need to be rescheduled, repairs that need to be quoted, etc.
• Review job costs and advise on billing with local Service Administrator prior to posting of invoices.
• Along with the Director of Technical Operations and Team Lead, manage job profitability (Gross Margin/Gross Profit) review of team's performance and held accountable for their team's financial success.
• Monitor Work In Progress (WIP) and advise technicians/admin team to answer questions for any backlog and billing issues.
• Develop and maintain a strong relationship with local Sales Team to drive customer satisfaction and repeat business. Remain proactive and fully engaged in customer account management.
• Lead and/or assist service technicians and Sales Representatives in determining scope of work for quoted jobs such as unit changeouts, major equipment overhauls, service agreements, etc.
• Interact frequently with Tier One customers and assist in developing their budget for HVAC maintenance, repairs, and replacements.
• Collaborate with Director of Administrative Operations and local Administrative Team to provide cohesive, accurate, consistent, and repeatable administrative efforts and positive results.
• Work with Human Resources in the interview and hiring processes as well as any coaching/disciplinary needs that may arise with direct reports
• Annual (or more frequent if required) review of individual technician performance.
• Must be able to operate a company vehicle and adhere to company driving policies, rules, and regulations.
• Must be diligent in properly caring for and maintaining a company vehicle.

Education & Experience Requirements:

• Minimum 5+ years of HVAC experience (10 years preferred).
• Excellent customer service skills.
• Strong analytical, interpersonal & communication skills.
• Prior service management experience preferred, but not required.
• 5+ management experience.
• Clean Driving Record

Required Knowledge, Skills, and Abilities:

• Excellent organizational skills with an ability to think proactively and prioritize work.
• High attention to detail and accuracy.
• Strong time management skills.
• Strong problem solving and analytical thinking skills.
• Work independently and with team; consistently meet deadlines.
• Ability to work occasional evenings and weekends.
• Ability to travel occasionally, with some overnight stays.
• Successfully build relationships (including remotely), strong people skills.
• Provide prompt solutions, highly responsive and superior customer service to inquiries and requests.
• Ability to effectively use Excel, Word, Outlook, and basic computer skills or the ability to learn them quickly.
• Ability to effectively lead small teams.
• Must possess or be able to obtain an EPA mandated card for safe refrigerant handling. Universal certification preferred.

Physical Demands and Work Conditions:

The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may enable individuals with disabilities to perform the essential functions.

Physical Demands:

• Normal office environment.
• Able to visually inspect all areas of customer sites.
• Use of step ladders.
• Occasionally lifts to 30 lbs.
• Proper PPE may be required in commercial environments (hard hat, safety glasses, ear plugs, safety vest, gloves and occasionally respirators).

Work Conditions:

• Normal office conditions.
• Occasionally exposed to weather conditions.
• Exposure to dusty and confining areas of a commercial space for short periods of time
• This position is regularly exposed to live voltage, moving mechanical parts, and heavy equipment.
• Occasional exposure to toxic or caustic chemicals, extreme cold, and extreme heat.
• The noise level in the field work environment is typically loud.

This job description is intended to provide information regarding the essential functions and basic duties of this position. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and duties that could be assigned. Additional functions and requirements may be assigned by management as it deems appropriate. This document does not constitute a contract and is subject to change at the discretion of Hoffman Mechanical Solutions.

EEO Employer / Vets / Disabled