Manager, Field Operations

2220 Engineering Excellence National Account; Cleveland (OH); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Competitive pay with incentives

Paid time off and holidays

Medical, dental, and vision insurance

401(k) with company match

Life and disability insurance

Supplemental benefits

Job summary

Engineering Excellence is seeking a Manager, Field Operations to lead the Field Management team in meeting installation goals and ensuring high levels of customer satisfaction. You will coordinate with RSCs and Managers, schedule technicians, and monitor performance to drive efficiency.

The role requires 6+ years in residential HVAC service/installation, leadership ability, and strong problem-solving skills.

Qualifications

• High school diploma or GED with HVAC training; NATE certification preferred.
• 6+ years experience servicing or installing residential HVAC equipment.
• Licensing/certification as required by local laws.
• Demonstrated leadership and ability to train others.
• Strong communication and time-management skills.
• Proficient at reading wiring diagrams and troubleshooting HVAC systems.

Responsibilities

• Schedule and communicate install availability with customers and internal teams.
• Manage production schedule and assign technicians to maximize productivity.
• Create job folders and ensure all paperwork, permits, and signatures are complete.
• Verify timesheets, tickets, and inventory; track equipment and costs.
• Coordinate with 3rd party vendors and customers to resolve issues.
• Lead field staff, provide training on processes, safety, and customer service.

Skills

Leadership

Effective communication

Time management

Mechanical aptitude

Reading wiring diagrams

Problem solving

Education

High school diploma or GED with HVAC training

NATE certification preferred

Job description

Welcome! The Manager, Field Operations leads the Field Management team by defining objectives, priorities and deadlines required to meet short term goals and objectives. Is responsible for the success of each team member. Typically manages the work efforts of supervisors/individual contributors.

Key Responsibilities

• Work directly with RSC’s and Managers to schedule and communicate install availability.
• Manage the production schedule – monitor upcoming work to be performed in order to schedule and assign technicians and/or crews to maximize productivity and to meet the needs of the customer.
• Create job folders to be sure warehouse supervisor and technicians are prepared for upcoming installs.
• Process job folders after install completion: line item all PO’s, enter all equipment serial numbers into Stars, ensure accurate Job Pay Worksheets and Warehouse pull sheets, verify completion of all on‑site paperwork and customer signatures.
• Collect, correct and submit timesheets; timestamp all tickets in Stars.
• Verify all jobs have had permits pulled and file all permits accordingly.
• Work with 3rd party vendors and coordinate with customers to ensure any damages incurred during install are handled to the customers satisfaction.
• Track technician performance – monitor for areas of improvement and reward technicians for going above and beyond.
• Be available by phone during evening and weekends to ensure all install operations are running smoothly and weekend sales get scheduled as needed.
• Monitor shipping/receiving and perform monthly inventory of equipment and parts to ensure accuracy of department budgets.
• Participate in new hire interviews to ensure proper staffing.
• Conduct regular meetings with technicians and helpers on such matters as reviewing past performance and areas of concern; conducting training on lead generation; customer service, and company products and services; reinforcing safety rules and practices, and current and future goals and objectives.
• Conduct quality‑control review of assessments of completed work performed to ensure work is performed in accordance with company practices and processes, expected workmanship, and efficiency and effectiveness.
• Train employees on company processes and procedures, and safety rules and practices.
• Responsible for delivery of excellent customer service and sustaining high levels of customer satisfaction.
• Ensure company property, vehicles, and tools are being used, maintained and properly accounted for.
• Represent the company professionally, honestly, and ethically in all business matters and activities.
• Ensure that the company vehicles are properly stocked, that defective warranty parts are returned to the Branch and that vehicle standard stock is ordered/replenished as needed.
• As needed, complete material requisition forms and other related administrative activities.
• Demonstrate leadership to the field staff in the areas of customer focus and customer service; following company policies, procedures, and safety guidelines.
• Serve as a resource to the sales staff on technical issues regarding products and services.
• Assist the Branch Manager with administrative tasks and other duties as needed or assigned.
• As needed to meet customer needs, performs service, maintenance, and installation work.
• Perform similar or other duties as needed or assigned.

Qualifications / Skills

• High school diploma or GED with additional training in HVAC with NATE certification preferred.
• 6+ years experience servicing or installing residential heating, air conditioning, and ventilation equipment.
• Must possess all valid licensing or certification as required by federal, state, provincial, or local governmental laws or regulations for the geographical work area.
• Demonstrated basic leadership skills.
• Demonstrated ability to train others in technical skills and effective customer service.
• Effective communication skills to communicate with customer and resolve customer issues, complaints, or concerns.
• Effective and efficient time‑management and organizational skills.
• Advanced skills in servicing residential heating, air conditioning, and ventilation equipment as well as related accessories.
• Proficient mechanical aptitude and the ability to operate all necessary tools and equipment.
• Proficient and able to operate all necessary tools and equipment to perform various service projects.
• Proficient at reading wiring diagrams and blueprints as well as troubleshoot problems with electrical, refrigerant, and duct systems on residential HVAC equipment.
• Proficient and able to properly start up and balance airflow and to properly align belts and pulleys on all residential systems with no supervision.
• Proficient and able to install a basic duct fitting.
• Advance skills in troubleshooting and repairing electronic air cleaners, refrigeration systems, hot water systems, steam boiler systems, humidifiers, and related equipment with no supervision.
• Ability to calculate heat gain and loss on residential buildings using approved methods.
• Valid driver’s license with acceptable driving record.
• Available to work flexible hours and on‑call shifts as needed.
• Ability to stand and walk and to climb ladders and attic stairs and to maneuver in attics, basements, and crawl spaces to access HVAC units.
• Ability to continually climb, balance, stoop, kneel, crouch, and/or crawl.
• Natural or corrected vision to see and focus for close, distance, peripheral vision with normal depth perception.
• Ability to lift up to 75 pounds and ability to lift and carry items weighing up to 50 pounds.

What Do We Offer You as a Service Experts Employee?

• Competitive Pay with incentive opportunities.
• Paid Time Off and Company Holiday Pay.
• Medical, Dental, and Vision Insurance programs.
• 401(k) Retirement Savings Plan with company matching contributions.
• Life Insurance and disability insurance options.
• Supplemental benefit programs.
• World Class Training opportunities through our Experts University.
• Career Development opportunities.

Service Experts Heating & Audio is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

The job description is not intended to be a complete list of all responsibilities, duties, or skills required for the job and is subject to review and change at any time with or without notice in accordance with the needs of Service Experts.

Service Experts is committed to making our workplace accessible to individuals with disabilities and will provide reasonable accommodation upon request for individuals to participate in the application and hiring process. To request an accommodation please email [e-mail].

Minimum Experience: 6+ years

Minimum Education: Bachelor's Degree

Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws.

The job description is not intended to be a complete list of all responsibilities, duties or skills required for the job and is subject to review and change at any time, with or without notice, in accordance with the needs of Engineering Excellence. Engineering Excellence is committed to making our workplace accessible to individuals with disabilities and will provide reasonable accommodations, upon request, for individuals to participate in the application and hiring process. To request an accommodation, please email [e-mail].

Company Home Hello, Future Team Members! Welcome to our employment portal, the ultimate destination for reviewing our current job listings and submitting your applications online. Our team consists of the very best; we believe in doing what is right for our customers and our employees. We provide our employees with the training, support and an opportunity for unlimited professional growth. Our History Is Not Only About Our Past, But Our Future Founded in 1979, Engineering Excellence was built on a mission to deliver exceptional HVAC-R solutions and unmatched customer service to commercial clients across the United States. Over 40 years later, that mission remains at the heart of everything we do. We are proud to foster lasting partnerships with both national and local customers, as well as our trusted service providers. Today, we support over 16,000 sites across North America, offering a comprehensive range of services including Preventive Maintenance, Emergency HVAC Services, Unit Replacements, and more. As our customers grow, so do we. With continued consolidations Engineering Excellence expands our service areas and service offerings across the US. Each local office provides their expertise to our national customers and focuses on their local communities.