HVAC Project Manager

Caswell Mechanical, LLC; Newburyport (MA); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Competitive Salary

Medical, Dental, and Vision Insurance

Paid Time Off

Career Advancement Opportunities

Gym Membership Discount

Job summary

Caswell Mechanical, LLC in Newburyport is seeking an experienced HVAC Project Manager to lead large-scale installation and replacement projects. This role focuses on ensuring smooth execution, budget management, and delivering exceptional customer experiences.

The ideal candidate will have proven sales experience, HVAC expertise, and proficiency with Salesforce. Benefits include competitive salary, medical insurance, and various employee advantages.

Qualifications

• Proven experience in customer service and sales.
• Strong proficiency in Salesforce or similar CRM software.
• Exceptional organizational skills and focused goal orientation.
• Solid expertise in HVAC mechanical systems.
• Prior experience in estimating and construction or field work.

Responsibilities

• Manage large HVAC installation and replacement projects.
• Conduct jobsite inspections and maintain a safety-first culture.
• Exceed sales targets and manage customer relationships.
• Produce project documentation and oversee site visits.
• Engage in continuous professional development and training.

Skills

Customer service and sales experience

Proficiency with Salesforce or similar CRM software

Organizational skills

Proficient in MS Office (Outlook, Word, Excel)

HVAC (mechanical) expertise

Estimating experience

Job description

Description

Are you a dynamic leader with a passion for HVAC and project management? We’re looking for an experienced HVAC Project Manager to drive success on large‑scale installation and replacement projects. This key role not only ensures smooth execution and budget management but also champions exceptional customer experiences.

Why Join Us?

• Competitive compensation and benefits
• Growth opportunities in a thriving industry
• A supportive and collaborative work environment
• The chance to make a real impact on our projects

Key Responsibilities:

Safety First:

• Champion a safety‑first culture across all job functions
• Conduct comprehensive jobsite inspections to ensure secure working conditions
• Proactively address safety concerns, collaborating with customers to resolve issues promptly

Sales & Revenue Growth:

• Meet and exceed monthly and annual sales targets
• Proactively build and manage customer relationships through sales calls and business development
• Prepare accurate estimates and detailed proposals for customer review and approval
• Secure competitive pricing from subcontractors and suppliers
• Track and manage sales opportunities using Salesforce (or CRM software)
• Handle monthly billing with accuracy and maintain 90% of total accounts receivable at 0–61 days

Effective Communication & Documentation:

• Produce comprehensive project documentation, including job setup sheets, submittals, and shop drawings
• Conduct thorough contract reviews to ensure alignment between engineering and production teams
• Oversee project closeout documentation for smooth transitions to admin, production, and service teams
• Regularly update Work in Progress (WIP) reports, budget adjustments, and communicate progress to key stakeholders
• Foster collaboration with production teams to minimize cost overruns
• Conduct regular site visits to monitor progress and ensure quality standards
• Participate in weekly commercial department meetings and other team sessions as needed

Continuous Learning & Improvement:

• Stay current on industry advancements and new technologies
• Engage in ongoing professional development and training
• Act as a mentor and leader, guiding teams to achieve quality and efficiency

Requirements

Required Skills & Qualifications:

• Proven customer service and sales experience
• Proficiency with Salesforce or similar CRM software
• Strong organizational skills and goal‑driven mindset
• Proficient in MS Office (Outlook, Word, Excel)
• Experience in construction or field work
• HVAC (mechanical) expertise
• Estimating experience

Eligibility Requirements

• Employment/education will be verified.
• Applicants must be currently authorized to work in the United States on a full‑time basis.
• Caswell Mechanical is a drug‑free workplace and requires post‑offer pre‑employment drug testing.
• Valid driver’s license and reliable vehicle.

Benefits include:

Career Advancement Opportunities; Paid Training; Competitive Salary; Medical, Dental, and Vision Insurance; Health Savings Account (HSA); Health Flexible Spending Account (FSA); Dependent Care Flexible Spending Account (DFSA); 401K Savings Plan; Life/AD&D Insurance; Voluntary Supplemental Life Insurance; Voluntary Long‑Term Disability; Employee Assistance Program; Rewards and discounts; Gym Membership Discount; Paid Time Off