Job Title: Field Operations Coordinator

Company: Hoffman Mechanical Solutions

Reports to: Area Manger or Director of Technical Operation

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.

Hoffman Mechanical Solutions, Inc. is a company focused on being #1 in the HVAC industry in providing the most innovative HVAC solutions through superior design and customer service.

Position Purpose: The primary purpose of the Field Operations Coordinator is to assist the local Area Manager and/or Director of Technical Operations as needed to maximize efficiency and effectiveness of field operations. This hybrid support role encompasses numerous managerial/administrative/sales/operational tasks that may vary as our business needs fluctuate.

Field Operations Coordinator Essential Duties and Responsibilities:

• Provide guidance and direction to administrative personnel to effectively plan, schedule, coordinate, etc. all activities related to field HVAC service and construction/replacement work.
• Work with local Sales Team to identify customer problems and offer solutions to their HVAC needs. Survey jobs as necessary to assist in developing scope of
• work, detailed estimates, and customer proposals. Maintain strong customer relationships and be proactive and fully engaged in customer account management.
• Project Manage larger quoted jobs in the local area as necessary to ensure jobs transpire with proper coordination and efficiency.
• Mentor field technicians on administrative requirements such as paperwork, communications with customers, etc. Review and critique/correct technician paperwork such as timesheets, field reports, startup sheets, warranty forms, p-card documentation, etc.
• Routinely monitor technician field activity and follow up on unresolved and/or outstanding issues in order to provide timely closure of jobs, invoicing, etc.
• Support various managers, Sales Representatives, etc. and provide them with critical information necessary to support field personnel and customers efficiently and effectively.

Employment at Will: Nothing herein is intended to create a contract of employment or to guarantee employment for a definite duration.

Education & Experience Requirements:

• 10+ years of HVAC experience minimum (15 years preferred)
• Minimum 2+ years working at HMS

Required Knowledge, Skills and Abilities:

• Strong verbal and written communication skills (via phone, email and in-person).
• 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.
• Demonstrate sound judgment and good decision-making skills.
• High Energy – able to manage multiple projects in a fast-paced environment.
• 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.
• Be well versed in the equipment type/service skill set that their team is built upon.
• 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 a valid driver’s license.
• Must possess EPA mandated card for safe refrigerant handling. Universal certification preferred.

• In order to properly perform the duties of this job, the employee is regularly required to stand, use hands in order to finger/grasp/handle/feel, talk, and hear.
• The employee frequently is required to walk, reach, stoop, kneel, crouch, and/or crawl. The employee is occasionally required to sit.
• The employee must regularly lift and/or move up to 10 pounds, frequently lift and/or move up to 50 pounds, and occasionally lift and/or move up to 75 pounds.
• This position requires close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
• This position requires frequent working outdoors, inside mechanical/equipment rooms, and possible extreme weather conditions.
• This position is regularly exposed to live voltage, moving mechanical parts, and heavy equipment.
• Frequent exposure to wet and/or humid conditions, elevated and/or precarious workplaces, fumes or airborne particles, outside weather conditions, risk of electrical shock and vibration.
• Occasional exposure to toxic or caustic chemicals, extreme cold, and extreme heat.
• The noise level in the work environment is typically loud.