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Hoffman & Hoffman, Inc. · 1 month ago

Field Operations Coordinator

Raleigh, NC, US

Full-time

Hybrid

Entry, Mid Level

2+ years exp

Hoffman & Hoffman, Inc. is a 100% employee-owned company focused on maximizing efficiency in field operations. The Field Operations Coordinator will assist the Area Manager and Director of Technical Operations by managing administrative and operational tasks, providing guidance to technicians, and ensuring effective customer relationship management.

Heating Ventilation and Air Conditioning (HVAC)Industrial ManufacturingManufacturingRetail

Comp. & Benefits

Responsibilities

Assist with on-boarding of new field personnel. Provide training and technical support for administrative processes such as timesheets, field reports, expenses, etc

Mentor technicians on proper use of laptop computer and the misc. software (Outlook, Word, Excel, Drop Box, etc.) used routinely in our daily operations

Provide insight into technician skill set gaps and help develop a formal long-range Technician Training Plan with input from others. This should include a pro-active approach with thoughtful consideration given to specific geographies, products, and technician skill sets

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. Communicate as required with appropriate parties until all errors and omissions have been resolved

Assist local Area Manager to monitor field activities to ensure all critical tasks are completed in a timely and accurate manner

Provide leadership and direction if the Area Manager is absent

Understand multiple administrative roles necessary to support our HVAC service business and be able to support and provide guidance and direction to each role. These roles include: 1. Service Coordinator – primary duty is dispatching of technicians. 2. Service Administrator – primary duties are cost reconciliation and invoicing. 3. Service Agreement Administrator – primary duties are preparing service agreement proposals, entering sold agreements into the software system, scheduling inspections, tracking work compliance, documentation, and providing financial reporting to management. 4. Project Manager – primary duties include ordering of materials/equipment, coordination of various trades/manpower/subcontractors/shipments, tracking project costs, adjusting cost estimates as necessary to properly report revenue, margin, etc. 5. Inside Sales Support – primary duties are to estimate job costs and prepare customer proposals

Provide miscellaneous support as needed to keep field operations moving in the most cost efficient and effective manner. This may involve occasional work in the field assisting HVAC Service Technicians

Assist local Area Manager(s) and Operations Director in assembling and analyzing critical business data such as profitability, cost variance, etc

Other duties may be assigned as needed as we aggressively grow our service business

Attend continuing education programs and training, including webinars, workshops, and factory product training

Qualification

HVAC experienceCustomer Relationship ManagementProject ManagementMicrosoft Office SuiteAnalytical SkillsInterpersonal SkillsVerbal CommunicationWritten CommunicationPersuasive Skills