Experience

Century HVAC Distributing

• United States
• Wholesale
• 1 - 100 Employee

• Territory Manager

  • Jan 2021 - Present

  Service existing accounts and establish new accounts by planning and organizing daily work schedule to call on existing or potential sales outlets Identify prospective customers, lead generation, and conversion Develop working relationships with customers including owners, managers, and technicians Maintain contact lists and follow up with customers to continue relationships Resolve customer complaints by investigating problems, developing solutions, and making recommendations to management Apply knowledge of basic HVAC concepts to appropriately assist customers with product needs and/or problems Maintain professional and technical knowledge by attending educational workshops, reviewing professional publications, establishing personal networks, and participating in professional societies Be knowledgeable about the product and industry to provide customers with information on new products, services, changes, and promotions Monitor competition by gathering current marketplace information on pricing, products, new products, delivery schedules, and merchandising techniques Participate in sales meetings and furnish requisite weekly and monthly reports Meet with clients to take detailed ordering briefs and clarify specific requirements of each project Assist in the definition of project scope and objectives, involving all relevant internal stakeholders and ensuring technical feasibility Develop a detailed project plan to monitor and track progress Ensure resource availability and allocation Manage changes to the project scope, project schedule, and project costs using appropriate verification techniques Measure performance using appropriate project management tools and techniques Coordinate internal resources and third parties/vendors for the flawless execution of projects Manage the relationship with the client and relevant stakeholders Perform risk management to minimize potential risks Ensure that all projects are delivered on-time, within scope, and within budget Show less



Absolute P & M Services

• Austin, Texas Metropolitan Area

• Branch Manager

  • Jun 2020 - Jan 2021

  Plan, coordinate, and direct overall operations of the Branch Responsible for local assets assigned to the Branch (vehicles, devices, computers, facility, etc.) and coordinate with President as appropriate Develop spreadsheets, diagrams, and process maps to document needs Prepare a strategic plan for growth in current market and expansion into other markets Accountable for the KPIs of the Branch, to include but not limited to: Safety, Labor Productivity and Efficiency, Customer Satisfaction and Call Backs, Employee Retention, Others as defined by President Evaluate strengths of the service and installation departments and maintain a staffing level consistent with business activity Responsible for payroll requirements for branch employees (timesheet submittals, approvals, etc.) Provide leadership, direction, and support to team and others in the Branch Assist Technicians, Plumbers, and other staff with major problems as necessary and ensure key processes are created/maintained Plan and coordinate all service work and installation projects Develop and manage a detailed project schedule and work plan Delegate project tasks based on staff members' individual strengths, skill sets and experience levels Measure project performance to identify areas for improvement Manage changes to the project scope, project schedule, and project costs Coordinate internal resources and third parties/vendors for the flawless execution of projects Track project performance, specifically to analyze the successful completion of short and long-term goals Ensure that all projects are delivered on-time, within scope, and within budget Create and maintain comprehensive project documentation Provide project updates on a consistent basis about strategy, adjustments, and progress Manage the relationship with the client and all stakeholders Establish and maintain relationships with third parties/vendors Handle customer service concerns in a professional manner Show less



ABM Industries

• United States
• Facilities Services
• 700 & Above Employee

• Service Coordinator & Accounting Assistant

  • Jan 2017 - Jun 2020

  Assist with management and development of Service staff, which includes searching for talent, hiring, scheduling employees, setting work priorities, conducting staff meetings, counseling employees, evaluating performance and directing work assignments to ensure effective production. Prepare educational safety meetings on a monthly basis Review existing safety policies and procedures Work with HR to set up a new employee on-boarding process for safety Prepare and present reports on accidents and violations and determine causes Develop and maintain a smooth and strong relationship with customers to increase loyalty and retention Resolve service problems by clarifying the customer's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution. Generate reports and measures of departmental operations as well as records on all inventory, tools and vehicles. Calculate pay according to hours worked incorporating leaves and overtime. Calculate bonuses and commissions when appropriate. Investigate and resolve any discrepancies in payroll. Prepare and present quotes for add-on/replacement of equipment, preventive services and/or remediation, on request. Analyze, manage and mitigate risks of projects and contracts. Track project performance, specifically to analyze the successful completion of short- and long-term goals. Meet budgetary objectives and adjust project constraints based on financial analysis. Prepare and distribute customer billing according to established schedule, ensure all job cost and billing tasks are performed timely and accurately, ensure all billing tasks (including maintenance agreements & projects administration tasks) are established, validated and entered timely and accurately in the financial management system. Produce accurate maintenance and project invoices for contract billings. Show less



Climate Mechanical,Inc.

• United States
• Consumer Services

• Office Manager/Bookkeeper

  • May 2014 - Dec 2016

  Maintains office services by organizing office operations and procedures; preparing payroll; controlling correspondence; designing filing systems; reviewing and approving supply requisitions; assigning and monitoring clerical functions. Maintains office efficiency by planning and implementing office systems, layouts, and equipment procurement. Maintains office staff by recruiting, selecting, orienting, and training employees. Maintains office staff job results by coaching, counseling, and disciplining employees; planning, monitoring, and appraising job results. Designs and implements office policies by establishing standards and procedures; measuring results against standards; making necessary adjustments. Ensure that statements and records comply with laws and regulations. Inspect account books and accounting systems to keep up to date. Organize and maintain financial records. Improve businesses efficiency where money is concerned. Suggest ways to reduce costs, enhance revenues and improve profits. Maintain customer database with current information. Clear and concise communications with department managers, employees and company customers, including keeping customers appraised as to company schedule and requested lead-times. Prepare service invoices and time cards for processing. Show less



R and C Tech LLC

• Austin, Texas Area

• Independent Contractor

  • Sep 2011 - May 2014

  Maintain the Service and Installation Technicians' daily schedules and dispatch the technicians as service calls are completed. Schedule return trips with customers when parts are in. Maintain the on call schedule for service technicians. Provide accounting with maintenance contract billing information. Prepare service invoices and time cards for processing. Maintain customer database with current information. Clear and concise communications with department managers, employees and company customers, including keeping customers appraised as to company schedule and requested lead-times. Maintains office services by organizing office operations and procedures; preparing payroll; controlling correspondence; designing filing systems; reviewing and approving supply requisitions; assigning and monitoring clerical functions. Maintains office efficiency by planning and implementing office systems, layouts, and equipment procurement. Maintains office staff by recruiting, selecting, orienting, and training employees. Maintains office staff job results by coaching, counseling, and disciplining employees; planning, monitoring, and appraising job results. Designs and implements office policies by establishing standards and procedures; measuring results against standards; making necessary adjustments. Make best-practices recommendations to management. Suggest ways to reduce costs, enhance revenues and improve profits. Show less