Project Sales Delivery Manager

Hoffman Mechanical Solutions, Inc.; Charlotte, Northern (NC, KY); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

ESOP plan

401(k) plan

Medical insurance

Dental insurance

Vision insurance

PTO

Job summary

Hoffman Mechanical Solutions, Inc. is seeking a Project Sales Delivery Manager to oversee the equipment sales team’s post-order fulfillment, project coordination, and field service delivery for HVAC equipment.

The role requires coordinating with contractors, manufacturers, and sales, ensuring timely release of equipment, on-site startup readiness, and accurate billing. Travel up to 50% is expected to support multiple regional sites.

Responsibilities

• Organizes construction projects by accepting new projects, reviewing & approving docs, and tracking timelines.
• Coordinates with installing contractors by clarifying timelines, answering questions, and ensuring proper installation.
• Coordinates with equipment manufacturers by conveying features and requirements and sharing technical answers.
• Coordinates the release and order of project equipment, including shipping docs and staging needs at the site.
• Communicates project information to the sales team and trackers, noting deadlines and changes such as change orders or prices.
• Coordinates the delivery of on-site services for equipment, manages site schedules, and preps crews for start-up and onboarding.
• Bills construction projects by working with Administration and coordinating customer billing requirements.
• Achesives financial objectives by reviewing monthly job cost reports and taking corrective actions as directed.
• Maintains industry technical knowledge by attending workshops and reading industry publications.
• Mentors less senior project managers by assisting in recruiting and training and sharing knowledge.
• Contributes to team success by improving project delivery, maintaining a positive attitude, and participating in progress reviews.
• Willingness and ability to travel up to 50% to support multiple regional locations.

Job description

JOB PURPOSE:

The Project Sales Delivery Manager (PM) will manage the equipment sales team’s post order fulfillment duties and services for applied HVAC equipment sales.

Employment at Will:

Nothing herein is intended to create a contract of employment or to guarantee employment for a definite duration.

PROJECT SALES DELIVERY MANAGER ESSENTIAL JOB RESULTS:

ORGANIZES CONSTRUCTION PROJECTS

byaccepting new projects from the equipment sales team; participating in submittal preparation, review, approvals; collecting andcompleting all needed project documentation; analyzingconstruction project timelines; understanding projectrequirements, collaborating with the equipment sales team and the purchasing contractor onproject milestones and timelines.

COORDINATES WITH INSTALLING CONTRACTORS

byreviewing project information, communicating project timelineinformation; prioritizing areas of completion; answeringquestions to assure proper installation; promoting properinstallation methods; verify completion of projectdocumentation.

COORDINATES WITH EQUIPMENT MANUFACTURERS

bycommunicating required features, capacities, performance requirements, installation best practices with installing contractors. By communicating technical questions from installing contractors, commissioning agents, design engineers, and owner/operators with factory product subject matter experts and delivering complete technical answers to the project site team.

COORDINATES THE RELEASE AND ORDER OF PROJECT EQUIPMENT

bycompleting proper equipment release and shipping documents. Coordinating the delivery of material, scheduling delivery of material with site needs; communicatingwith customer as to necessary staging and storage of equipment.

COMMUNICATES PROJECT INFORMATION

bycommunicating as needed with sales team, updating and maintaining trackers with critical project information, updating project deadline information; advising as to any changes inschedule or change orders; prices and directs change ordersas needed.

COORDINATES THE DELVIERY OF ON-SITE SERVICES FOR EQUIPMENT

bymanaging site schedules with all associated trades. Communicating process and predecessor tasking needs with associated trades. Validating progress and readiness while coordinating with other trades to clear predecessor snags. Setting equipment start-up technical work force up for success by managing site access, training, and onboarding needs. Manages clearing of snags and proactive communication on all equipment furnished by Hoffman & Hoffman.

BILLS CONSTRUCTION PROJECTS

bycollaborating with Administration for the proper creation ofbilling; coordinating with customer for needed billingrequirements.

ACHIEVES FINANCIAL OBJECTIVES

bycollaborating with sales team by reviewing monthlyjob costs reports; initiating corrective actions as directed.

MAINTAINS INDUSTRY TECHNICAL KNOWLEDGE

byattending approved educational workshops; reviewingindustry publications; maintaining knowledge on proper equipment installation methods; maintaining knowledge of projectmanagement issues.

MENTORING LESS SENIOR PROJECT MANAGERS

byassisting in the recruiting and training of new employees (asneeded); sharing technical knowledge; sharing installationknowledge.

CONTRIBUTES TO TEAM SUCCESS

bycontinuously improving how we deliver projects, leading by example; maintaining an open and positive attitude;preparing for and attending job progress review meetings;accomplishing related results as needed.

WILLINGNESS AND ABILITY TO TRAVEL

bycooperating and understanding the importance high profilecustomers with locations in multiple regions and recognizes asense of urgency with those needs. Participates as required visits to project sites and equipment manufacturing locations. Up to 50% travel.

Benefits of working at the Hoffman Family of Companies:

We are 100% employee-owned through an Employee Stock Ownership Plan (ESOP). This is a retirement benefit for our employees that is wholly paid for by the company in addition to 401(k) options for employee contributions. There are approximately 7,000 ESOPs in the United States, governed by the IRS and the U.S. Department of Labor. Research indicates that ESOP companies tend to grow faster in sales and employment. ESOP employees tend to have 2.2 times as much in retirement savings as employees in traditional companies. In addition to an ESOP, we offer medical, dental, vision, life insurance and PTO!