Project Manager

CHC Hydro; Hayward (CA); In loco; USD 80.000 - 100.000; Tempo pieno

Descrizione del lavoro

CHC Hydro is seeking a Project Manager to independently oversee all phases of project development in Hayward, CA. The role supports Outside Sales Engineers (OSEs) by managing sizing, quotations, orders, and timelines, enabling focus on client-facing activities.

The ideal candidate has 5+ years in HVAC or Plumbing, an associate or higher degree, and familiarity with Salesforce. The position requires on-site work with occasional travel and coordination with the CHC Service Division.

Competenze

• 5+ years of industry experience in HVAC or Plumbing.
• Experience with Salesforce or other CRM tools is required.
• Strong communication and coordination skills are expected.

Mansioni

• Escalate and manage expedited orders with urgency and monitor manufacturer lead times.
• Keep OSEs and customers updated on delivery schedule changes.
• Ensure accurate order entry and align POs with submittals and customer orders.
• Maintain and update Salesforce daily for opportunity tracking and status updates.
• Communicate opportunity status within active quotations in Salesforce.
• Assist with interpreting construction bid documents to generate equipment selections and quotations.
• Coordinate with CHC Service Division for start-ups and warranty cases via Salesforce.
• Support OSEs by consolidating information and developing customer relationships.

Conoscenze

HVAC industry experience

Salesforce familiarity

Formazione

Associate's degree or higher in related field

4-year degree preferred

Strumenti

Salesforce CRM

Descrizione del lavoro

Hayward, CA

Annual Salary Range:

$80,000 to $100,000 DOE

Job Title: Project Manager

Location: Hayward, CA

Job Summary

The Project Manager independently oversees and manages all phases of project development, including product sizing and selection, quotations, order processing, material tracking, project timelines, and stakeholder communication. This support enables Outside Sales Engineers (OSEs) to dedicate at least 60% of their efforts to external, client-facing activities.

Sales Responsibilities

• Escalate and manage expedited orders with urgency and ensure manufacturer lead times are actively monitored and communicated.
• Keep Outside Sales Engineers (OSEs) and customers updated on delivery schedule changes using information from internal and external sources.
• Ensure order entry accuracy, align sales and factory purchase orders with submittals and customer purchase orders, and involve OSEs as necessary.
• Maintain and update Salesforce daily for accurate opportunity tracking and status updates.
• Communicate opportunity line-level status within active commercial quotations in Salesforce and use the Chatter function to keep all involved parties informed.
• Review OSE open order pipeline for accuracy and assist with interpreting construction bid documents to generate equipment selections, budget pricing, and formal quotations.
• Utilize factory-provided software/web tools for equipment selection.
• Coordinate with the CHC Service Division for start-ups and warranty cases through Salesforce.
• Act as a liaison for OSEs in external communication via phone, email, video meetings, or other methods.
• Support OSEs by consolidating information, identifying leads, and developing customer relationships.
• Provide customers with standard application drawings based on their requirements.
• Collaborate with OSEs on competitive pricing situations and special net requests to manufacturers.
• Adhere to wage procedures and communicate updates during internal job log meetings.
• Report customer and business trends to the Regional Sales Manager and participate in travel for meetings, training, or job site visits as necessary.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Escalate and manage expedited orders with urgency and ensure manufacturer lead times are actively monitored and communicated.
• Keep Outside Sales Engineers (OSEs) and customers updated on delivery schedule changes using information from internal and external sources.
• Ensure order entry accuracy, align sales and factory purchase orders with submittals and customer purchase orders, and involve OSEs as necessary.
• Maintain and update Salesforce daily for accurate opportunity tracking and status updates.
• Communicate opportunity line-level status within active commercial quotations in Salesforce and use the Chatter function to keep all involved parties informed.
• Review OSE open order pipeline for accuracy and assist with interpreting construction bid documents to generate equipment selections, budget pricing, and formal quotations.
• Utilize factory-provided software/web tools for equipment selection.
• Coordinate with the CHC Service Division for start-ups and warranty cases through Salesforce.
• Act as a liaison for OSEs in external communication via phone, email, video meetings, or other methods.
• Support OSEs by consolidating information, identifying leads, and developing customer relationships.
• Provide customers with standard application drawings based on their requirements.
• Collaborate with OSEs on competitive pricing situations and special net requests to manufacturers.
• Adhere to wage procedures and communicate updates during internal job log meetings.
• Report customer and business trends to the Regional Sales Manager and participate in travel for meetings, training, or job site visits as necessary.

General Responsibilities

• Communicate clearly and concisely, both verbally and in writing, with customers and staff.
• Foster cooperative working relationships with CHC staff.
• Stay current with department policies and procedures outlined in the Department Manual.
• Additional responsibilities related to warehouse operations, including inventory and will-call, will be defined as the process develops.
• Other duties as assigned by CHC Management.

Required

EDUCATION AND EXPERIENCE

• 5+ years of industry experience with a background in HVAC or Plumbing.
• Associate's degree or higher in a related field is required, with a 4-year degree preferred.
• A valid driver’s license with a driving record that meets the requirements of our liability carrier.
• Proven experience in Plumbing and/or HVAC industries.
• Familiarity with Salesforce or other CRM tools.

Preferred

• Technical sales background.
• Contractor industry experience.

Physical Requirements

Must be able to lift up to 25 lbs.

CHC is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.