Driven by a strong work ethic and exceptional customer service skills, I've successfully managed and grown Victory Heating and Air Conditioning's residential installation department from $2 million to over $5 million in sales. Proficient in ServiceTitan and Intacct, my adaptability and analytical prowess have been pivotal in enhancing operational efficiency and client satisfaction.
Overview
25
25
years of professional experience
Work History
Lead Mechanical Coordinator
Gem Mechanical Services
Lincoln , RI
02.2024 - Current
Review contracts for accuracy and follow through to ensure they are executed by both parties prior to work starting.
Collaborate with estimators to set up awarded projects in Intacct.
Oversee job billing processes to ensure accuracy and timeliness, including AIA billings.
Support seven project managers with monthly billings, periodic job costing reports, and developing critical client relationships by being available for client-related requests.
Generate and analyze reports on job costs, labor hours, and purchase orders.
Process and disperse progress billing worksheets to project managers every month.
Ensure all change orders and back charges are processed during the final billing and closeout process of each project.
Process and manage lien waivers for projects.
Manage and ensure the accuracy of certificates of insurance.
Provide upper management with monthly billing reports for the construction department by trade (HVAC, Plumbing, Fire Protection, and Electrical).
Collaborate with Accounts Receivable, and assist in collection efforts for construction projects.
Assist management with legal functions related to liens and collections of projects when required.
Residential Coordinator
Gem Plumbing and Heating
Lincoln, RI
09.2021 - 02.2023
I worked closely with Comfort Advisors and set up awarded jobs in ServiceTitan.
Informed the purchasing and permitting departments of all awarded jobs to procure the necessary equipment and secure all necessary permits.
Maintained the schedule of our residential installations, and scheduled awarded jobs with homeowners.
Coordinated initial site visits for project managers with homeowners ahead of installations.
Assisted customers with financing options through Wells Fargo, from the initial financing application to submitting the final paperwork for payment upon completion.
Generated job billings at the completion of installation.
Provided completed utility rebate application and documentation to homeowners at the completion of installation for qualifying systems.
Processed manufacturer registrations on behalf of homeowners at the completion of installation.
Residential Installation Operations Manager
Victory Heating and Air Conditioning, Inc.
Bellingham, MA
01.2018 - 09.2021
Managed key performances and provided monthly reports to our General Manager and Installation Manager.
Conducted weekly reviews of how the sales team was tracking to hit their monthly sales goals.
Prepared weekly sales meeting agendas to include Comfort Consultants' weekly sales totals, as well as updated noCRM.io (lead management software).
Monitored job costs against budgets, and identified areas where materials and labor management needed improvement.
Collaborated with supervisors to ensure precise forecasting and planning for residential installations.
Collaborated with call center and Service Manager to boost, monitor, and coordinate technician leads.
Prepared technician quarterly commissions and submitted them to HR for payouts.
Collaborated with the Installation Manager to oversee and enhance processes for increased efficiency and customer satisfaction.
Coordinated manufacturer product training and certification classes with vendors for the residential installation department.
Maintained close relationships with vendors, subcontractors, and town building departments.
Demonstrated success in the growth of the residential installation department by increasing sales from $2 million in 2018 to over $5 million in 2021.
Ensured that all operations ran smoothly, efficiently, and safely, while maintaining a strong focus on customer satisfaction and profitability.
Approved installers' weekly timecards for payroll.
Addressed customers' concerns and feedback promptly with the Installation Manager to maintain high levels of customer satisfaction.
Managed day-to-day operations, including installation scheduling, pre-installation site visits, and project coordination.
Managed day-to-day operations, including installation scheduling, pre-installation site visits, and project coordination.
Processed all extended warranties purchased by the homeowner with JB Warranties, a third-party extended warranty company.
Residential Installation Coordinator
Victory Heating & Air Conditioning, Inc.
Bellingham, MA
04.2013 - 12.2017
Worked closely with Comfort Advisors and set up awarded jobs in HouseCall Pro.
Communicated with homeowners when job was awarded to discuss payment for the installation, to collect the deposit, and signed contract prior to scheduling the installation.
Maintained the schedule for our residential installations, and scheduled awarded jobs with homeowners.
Coordinated initial site visits for the project manager with homeowners ahead of installations.
Coordinated procurement of necessary installation equipment and materials from vendors.
Coordinated subcontractors for all installations efficiently.
Assisted customers with financing options through Wells Fargo, from the initial financing application to submitting the final paperwork for payment completion.
Reviewed weekly job billing reports from our accounting department, and indicated the amount to be billed based on the job progress and payment terms of the installation.
Assisted Accounts Receivables with the collections for residential installation projects.
Provided completed utility rebate application and documentation to homeowners at the completion of installation for qualifying systems.
Created and managed a tracking spreadsheet for all residential installations, including all jobs that qualified for utility, manufacturer, and Victory rebates.
Processed manufacturer registrations on behalf of homeowners at the completion of installation.
Managed application and payment processes for necessary permits from town building departments.
Coordinated inspection schedules with municipal inspectors after installations.
Sales Coordinator
Comfort Air Systems, Inc.
Framingham, MA
06.2000 - 03.2013
Supported the sales team (consisting of three salespersons) in achieving their sales goals by coordinating sales activities.
Managed the schedules of the sales team, and scheduled all inbound sales calls.
Pre-qualified sales calls and confirmed all appointments one day prior to the sales appointment.
Performed happy checks to ensure 100% customer satisfaction with their visit, and provided additional information to the customer as needed.
Developed and maintained a sales lead tracking report used to monitor lead sources.
Tracked and reported sales opportunities and their statuses.
Supported management with marketing tasks such as Yellow Pages and direct mailings.
Education
Bachelor of Science - Management Science
Bridgewater State College
Bridgewater, MA
05-2000
Skills
Ability to multitask in a fast-paced environment, and meet deadlines under pressure
Exceptional customer service skills, with a high level of patience, and professionalism
Proficient with Microsoft Office, ServiceTitan, Intacct, OnCall Air, HouseCall Pro, and noCRMio
Open to career development, and eager to grow within the company
Self-motivated to succeed
Adaptability to diverse work environments
Strong work ethic, and a willingness to do whatever it takes to get the job done
Strong communication, problem-solving, and analytical skills