Project Manager

California Hydronics Corporation; Hayward (CA); In loco; USD 80.000 - 100.000; Tempo pieno

Descrizione del lavoro

California Hydronics Corporation is seeking a Project Manager to independently oversee all phases of project development, from sizing and quotations to order processing and schedule management. This role supports Outside Sales Engineers by enabling them to focus 60% on client-facing activities.

The ideal candidate has 5+ years in HVAC or Plumbing, a related degree, Salesforce CRM experience, and a technical sales background. This on-site position is based in Hayward, CA with travel as needed.

Competenze

• 5+ years of industry experience in HVAC or Plumbing.
• Associate's degree or higher in a related field; Bachelor's degree preferred.
• Valid driver's license with acceptable driving record.
• Experience in Plumbing and/or HVAC industries.
• Familiarity with Salesforce or other CRM tools.
• Preferred: Technical sales background; contractor industry experience.

Mansioni

• Oversee all phases of project development, including sizing, quotations, and timelines.
• Escalate expedited orders and monitor manufacturer lead times.
• Update OSEs and customers on delivery schedule.
• Ensure order entry accuracy and align POs with submittals.
• Maintain Salesforce for opportunity tracking.
• Provide customers with standard application drawings.
• Collaborate with OSEs on pricing and net requests.
• Travel for meetings, training, or site visits as needed.
• Report trends to Regional Sales Manager.

Conoscenze

CRM experience

Salesforce

HVAC industry knowledge

Communication skills

Formazione

Associate's degree or higher

Bachelor's degree preferred

Strumenti

Salesforce CRM

Descrizione del lavoro

Annual Salary Range: $80,000 to $100,000 DOE

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.

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.

EDUCATION AND EXPERIENCE

Required:

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.