Driven HVAC Sales and Service Manager/Estimator at McDonald Heating & Air LLC., I leveraged customer service excellence and sales proficiency to significantly enhance client satisfaction and drive revenue growth. With expertise in HVAC system troubleshooting and a knack for fostering strong client relationships, I consistently exceeded sales targets, demonstrating exceptional problem-solving and decision-making skills.
Overview
6
6
years of professional experience
1
1
Certification
Work History
HVAC Sales and Service Manager/Estimator
McDonald Heating & Air LLC.
04.2023 - Current
Increase sales revenue by implementing innovative strategies and fostering strong relationships with clients.
Streamline internal processes for increased efficiency, improving overall team performance and productivity.
Maximize profitability by analyzing sales trends and adjusting pricing strategies accordingly.
Resolve customer complaints while prioritizing customer satisfaction and loyalty.
Train and regularly mentor technicians on performance-oriented strategies and customer service techniques.
Supervise employees and assess performances to dete
Collaborate with upper management to improve customer service processes and support structures company-wide.
Research and correct customer concerns to promote company loyalty.
Assist with pricing questions, inventory availability and changes to existing order and shipping information.
Create and review invoices to confirm accuracy.
Compile and analyze data to determine approaches to improve sales and performance.
Achieve sales goals and service targets by cultivating and securing new customer relationships.
Resolve problems with high-profile customers to maintain relationships and increase return customer base.
Use specialized software to create estimates quickly and accurately and make estimates easily understandable and shareable.
Gather cost and material data for accurate and up-to-date information on material and labor costs.
Participate in pre-bid meetings and site visits to understand project scope and identify potential issues or challenges.
Prepared material orders to complete projects on time and within budget.
Present comprehensive bid proposals to clients, showcasing a clear understanding of their requirements and expectations.
Assist in securing high-value contracts by preparing competitive yet profitable bid packages tailored to client needs.
Review project plans and specifications to understand project requirements and accurately estimate cost and resources needed.
Conduct thorough site visits to gather essential information for precise estimates, minimizing potential change orders during construction phases.
Review completed projects'' actual costs compared against estimates as part of a continuous improvement process, refining future estimates based on lessons learned.
Contribute to company success by consistently meeting or exceeding target profit margins on awarded projects.
Analyze buildings to prepare estimates for installing HVAC systems.
Contribute to winning several high-value contracts by presenting compelling and competitive estimates to potential clients.
Improve client satisfaction with detailed and transparent cost breakdowns, establishing trust and facilitating smoother project negotiations.
Develop and maintain strong relationships with vendors and suppliers, ensuring timely delivery of materials and services.
Gather data on materials, labor and equipment costs to determine total costs of projects.
Collaborate with project managers and contractors to obtain necessary information for preparing cost estimates.
HVAC Lead Service Technician
McDonald Heating & Air LLC.
05.2021 - 04.2023
Provided exceptional customer service by clearly communicating timelines, expectations, and results throughout the entire service process.
Led troubleshooting efforts for urgent issues requiring immediate resolution while maintaining clear communication lines with affected parties.
Enhanced team productivity, conducting thorough training sessions for new technicians.
Troubleshot complex technical issues to identify root causes and implement effective solutions.
Developed strong relationships with clients due to consistent reliability, professionalism, and attention to detail during all interactions.
Optimized inventory management processes, accurately tracking parts usage and replenishing stock as needed for seamless operations.
Diagnosed and troubleshot problems, repairing, and restoring machines to peak performance.
Explained diagnostic findings to customers and outlined repair or service options.
HVAC Service Technician
McDonald Heating & Air LLC.
11.2020 - 05.2021
Connected heating or air conditioning equipment to water, fuel, or refrigerant sources to form complete circuits.
Improved customer satisfaction by providing timely and efficient HVAC repair services.
Educated customers on best practices for maintaining their HVAC systems, promoting long-lasting functionality.
Increased longevity of HVAC systems by performing preventive maintenance.
Reduced downtime for businesses by quickly diagnosing and resolving complex HVAC issues.
Proactively identified potential future issues during service calls, advising clients on steps to mitigate risks.
Maintained up-to-date knowledge of industry advancements, staying informed on new technologies and best practices for servicing various types of equipment.
Utilized advanced diagnostic tools to accurately determine root causes of system malfunctions, enabling targeted repairs.
Contributed to a high standard of workmanship by following company guidelines and adhering to local codes during installations and service calls.
Utilized pressure gauges and soap-and-water solutions to test pipe and tubing joints for leaks.
Performed troubleshooting on HVAC systems to determine root cause of issues.
Repaired and replaced motors, bearings and belts.
Read blueprints, wiring diagrams, piping schemes and engineering specifications to diagnose and repair units.
Traveled to job sites for both scheduled and emergency appointments.
Repaired, replaced and serviced both residential and commercial HVAC equipment, components, and wiring.
Used technical skills, tools, and techniques like soldering to repair parts.
HVAC Installer
McDonald Heating & Air LLC.
02.2020 - 11.2020
Assembled air ducts and pipes to central heating and cooling equipment.
Removed old equipment from customers' homes and cleaned up areas to prepare for new installations.
Maintained a clean, organized workspace during installations and repairs, demonstrating respect for clients'' properties and minimizing disruptions.
Located and marked pipe positions, hole passages and duct connections in walls and floors.
Installed bypass dampers, low voltage wiring, split systems, and package units in commercial or residential buildings.
Promoted workplace safety by consistently following established protocols and diligently wearing appropriate personal protective equipment.
Installed components to improve HVAC system performance.
Increased client comfort levels by appropriately sizing and installing heating, ventilation, and air conditioning systems based on specific needs.
Reduced costly callbacks for clients by performing comprehensive quality control checks after each installation or repair.
HVAC Helper
Montgomery Heating & Air
06.2018 - 02.2020
Assisted in the installation of new heating, ventilation, and air conditioning systems for enhanced energy savings.
Maximized job site efficiency with proper preparation of materials needed for each assignment according to specifications provided by senior technicians or project managers.
Contributed to successful project completion by effectively following instructions from lead technicians or supervisors.
Boosted overall team performance by contributing valuable input during problem-solving sessions focused on challenging HVAC-related issues.
Installed new equipment in multiple customer locations.
Followed safety protocols on job sites.
Disassembled broken, defective, and worn out equipment to aid with repairs.
Troubleshot various types of equipment during installation and processes.
Trained customers on how to use, configure and maintain installed equipment.