Hoffman & Hoffman, Inc.

Operations

• Support daily construction, service, sales, and administrative activities.
• Manage project change orders and maintain status updates.
• Coordinate with legal and track insurance certificates.
• Serve as primary contact for service scheduling and customer updates.
• Prepare service quotes for repairs and PM findings.
• Maintain communication with contracted customers and assist with routine account needs.
• Prepare reports, correspondence, and memos as requested.

Operations Coordinator

Inside Sales

• Mine information to help sales staff be successful
• Prepare estimates and quote letters for sales staff as needed
• Drive new sales for the company in a professional manner consistent with the company’s integrity and customer-care standards
• Determine needs and then provide solutions that solve the customer’s issues and generate a high rate of referral-based sales
• Assist with the preparation of sales presentations, as outlined in company selling process, using approved company presentation materials and methods
• Educate potential customers on value
• Refine communication skills and improve customer satisfaction processes
• Participate in training as requested and needed
• Must demonstrate learning-retention and field-level application of knowledge and skills attained from all trainings provided
• Transfer all required information / communications after the call based on company process standards, this includes all pictures of the job and all necessary notes, drawings etc., to adequately communicate the job to the operations department in order for them to make the perfect installation
• Completing required sales reporting
• Being available to answer questions that may arise
• Returning to completed jobs for quality checks, plant referral seeds
• Follow company procedures for generating referrals
• Participate in sales meeting
• Represent the company in a professional manner consistent with the company’s integrity and customer-care standards
• Other duties as assigned

Inside Sales Support

Account Executive

• Present in-person proposals at Customers’ facility
• Perform sales presentations, as outlined in company selling process, using approved company presentation materials and methods
• Educate potential customers on value
• Refine communication skills and improve customer satisfaction processes
• Keep appointments with customers as scheduled
• Participate in training as requested and needed
• Must demonstrate learning-retention and field-level application of knowledge and skills attained from all trainings provided
• Transfer all required information / communications after the call based on company process standards, this includes all pictures of the job and all necessary notes, drawings etc., to adequately communicate the job to the operations department in order for them to make the perfect installation; completing required sales reporting; being available to answer questions that may arise; and returning to completed jobs for quality checks, plant referral seeds
• Stay in contact with the office and work from the office when not in the field
• Follow company procedures for generating referrals
• Participate in sales meeting
• Represent the company in a professional manner consistent with the company’s integrity and customer-care standards
• Other duties as assigned

Service Sales Representative

Systems Engineer

• Support sales team with project evaluation, equipment selection, and quotations
• Review plans/specifications and determine system requirements
• Perform fan selections based on airflow and static pressure
• Develop quotations, proposals, and submittals
• Maintain project documentation and revision tracking
• Coordinate with manufacturers on technical solutions
• Review orders and acknowledgments for accuracy
• Provide order status updates and customer communication
• Support contractors and reps with technical guidance
• Manage multiple projects with accuracy and responsiveness

Industrial Air Systems Engineer

Manager

• Lead and manage the day-to-day operations of the local Technical Services Team.
• Coach and mentor local HVAC Service Technicians.
• Work with service coordinator to determine most efficient work assignments.
• Constant interaction with customers, coordinators, technicians, etc.
• Audit and approve timesheets and other supporting documentation for all direct reports.
• Manage job profitability review of team’s performance.

Area Manager

• Present in-person proposals at Customers’ facility
• Perform sales presentations, as outlined in company selling process, using approved company presentation materials and methods
• Educate potential customers on value
• Refine communication skills and improve customer satisfaction processes
• Keep appointments with customers as scheduled
• Participate in training as requested and needed
• Must demonstrate learning-retention and field-level application of knowledge and skills attained from all trainings provided
• Transfer all required information / communications after the call based on company process standards, this includes all pictures of the job and all necessary notes, drawings etc., to adequately communicate the job to the operations department in order for them to make the perfect installation;
• Completing required sales reporting;
• Being available to answer questions that may arise; and returning to completed jobs for quality checks, plant referral seeds
• Stay in contact with the office and work from the office when not in the field
• Follow company procedures for generating referrals
• Participate in sales meeting
• Represent the company in a professional manner consistent with the company’s integrity and customer-care standards
• Other duties as assigned

Sales Engineer

• Manage and grow our building automation service customer base
• Drive new sales for HBT in a professional manner consistent with HBT’s integrity and core values
• Develop, collaborate, and implement strategic account plans
• Identify opportunities to address customer needs with HBT solutions & services
• Present in-person proposals at the customer’s facility
• Conduct monthly or quarterly account management meetings with customers

Operations Coordinator

Inside Sales Support

Service Sales Representative

Industrial Air Systems Engineer

Area Manager

Service Sales Representative

Service Sales Engineer