Technical Service Advisor

Baker Distributing; Forney (TX); On-site; USD 50,000 - 70,000; Full time

Job summary

A leading company is seeking a Technical Advisor to provide outstanding support to HVAC dealers and sales professionals. This role involves conducting trainings, offering technical assistance, and maintaining communication with regional managers. The ideal candidate will have strong problem-solving skills, be proficient in Microsoft Office, and possess excellent communication capabilities. This is an opportunity to join a dedicated team focused on enhancing technical proficiencies and customer satisfaction.

Qualifications

• Must be able to give presentations to groups of 15-100 people.
• Experience in field service work or as a Technical Service Advisor.
• Ability to gain CEU certification in 5 states.

Responsibilities

• Provide technical support via phone and on-site visits.
• Conduct dealer training and maintain contact with regional managers.
• Manage travel for dealer training and site visits.

Skills

Strong negotiation and interpersonal skills

Excellent customer service mindset

Excellent written and verbal communication skills

Analytical aptitude

Strong problem-solving skills

Education

High School Diploma or General Education Degree (GED)

Tools

Microsoft Office

Job description

A Technical Advisor will provide superior support to the HVAC dealer, therefore supporting our Sales Team’s efforts in growing premier distributor. Support will be provided by phone, on-site and training events intended to improve the professional HVAC technician’s proficiency. The Technical Advisor will be an integral portion of the team’s resource development and equipment innovation implementation.

Essential Duties / Accountabilities

Duties and responsibilities will include but are not limited to :

Provides technical support by phone to dealers and sales professionals, and branch personnel.

Conduct on-site job visits when necessary.

Conducts Dealer Training.

Maintains regular contact with regional managers. These meetings should include discussion that assist in determining future training topics.

Perform required duties with the ability to work supervised and independently, striving to maintain excellent time management skills.

Maintain a personal and professional development plan.

Lead the industry in proficiency of new technology, HVAC equipment and accessories by attending designated training provided by manufacturers and Baker Distributors.

Develop and maintain an appropriate expense budget.

Submit regular activity and expense reports, as appropriate and within specified time requirements.

Monthly activity reports are required to be submitted to the manager within 10 days of the last day of each month.

Expense reports are required to be submitted within 15 days of the end of each month

will maintain an accurate and updated digital calendar, shared with their manager.

Perform other duties as assigned.

Travel regularly, including but not limited to, dealer one on one trainings, job site visits, manufacturer trainings, and branch / customer CEU training courses.

Qualifications

High School Diploma or General Education Degree (GED) preferred.

Proficient in Microsoft Office with and emphasis in PowerPoint.

Excellent oral, written and verbal communication skills

Strong problem-solving skills and attention to detail

Effectively multi-task and have the ability to learn quickly

Field service work or equivalent Technical Service Advisor experience

Must be able to do public presentations for groups from 15-100 people.

Must meet manufacturer requirements for tech service levels across various lines of equipment.

Must be able to become state CEU certified in 5 states (AL, FL, GA, MS, SC)

Licensing and Certifications : Valid driver license.

Physical Demands and Work Environment :

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job.

The employee frequently is required to stand sit or walk, climb, kneel, crouch, or crawl.

Ability to utilize a computer keyboard, computer monitor, and telephone for prolonged periods of time.

Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

Skills

Strong negotiation and interpersonal skills, including the ability to communicate on all levels within internal and external groups.

Excellent customer service mindset with the ability to develop long term relationships

Excellent written and verbal communication skills

Excellent analytical aptitude with a proven ability to analyze / interpret data

Strong and creative problem-solving skills

Ability to work independently and in a team environment

Proactively seeks continuous process and service improvements

Must be proficient in speaking, reading, and understanding English to ensure full compliance with safety standards, training, policies, and procedures.