Morgan DeFazio
Burleson
Summary
Experienced HVAC Coordinator with experience coordinating and managing logistical operations for commercial HVAC Operations within large organizations. Proficient at managing high-pressure situations, ensuring timely response, and providing excellent customer service. Demonstrates strong communication and multi-tasking skills with a focus on efficiency and performance optimization. Maintains a positive attitude in a position that emphasizes ability to interact and provide exemplary support to customers, field technicians, and co-workers.
Overview
7
7
years of professional experience
Work History
Sales Representative
TTI
Burleson
08.2025 - Current
- Developed and maintained strong customer relationships, enhancing client retention and driving repeat business opportunities.
- Conducted thorough product demonstrations, effectively communicating features and benefits to diverse clientele.
- Collaborated with marketing teams to create targeted campaigns, significantly improving lead generation and sales conversion rates.
Sales and project manager
Acumen Enterprises
Duncanville
09.2024 - 07.2025
- Prospected and developed new customer relationships through strategic outreach, networking, and lead generation
- Managed full sales cycle from initial contact through proposal generation and project completion
- Generated customized proposals tailored to client needs, improving close rates and customer satisfaction
- Built and maintained long-term client relationships to drive repeat business and referrals
- Coordinated project timelines and expectations between customers and internal teams to ensure successful execution
- Tracked sales activity, pipeline development, and project progress to meet revenue goals
Hydronics Service Coordinator
Texas AirSystems
06.2022 - 09.2024
- Properly schedule and document all daily service activities for assigned Service teams
- Enter service requests, received via phone, fax and email, into system. Ensure each customer's account information is correctly entered and updated
- Prioritize service calls. Determine the needs of the customer and match to an appropriately-skilled technician
- Dispatch service calls in a timely manner. Inform customers of ETAs and notify promptly of any delays, as they occur
- Collect pertinent account information from new/pending customers for credit verifications/approvals
- Track daily progress of service calls
- Issue purchase orders (POs) and enter data into system accordingly. Track/resolve open POs. Coordinate with Accounting
- Communicate with customers to ensure work performed meets or exceeds their expectations. Arrange follow-up visits, as necessary
- Respond to customer inquiries and resolve or escalate customer concerns or complaints, as appropriate
- Assist with scheduling preventative maintenance calls per customer's scope of service and as directed by Service team supervisor
- Assist with managing the defect warranty process, ordering parts, maintaining sufficient inventory, scheduling, billing, and other duties as needed
- Collect daily technician time-cards. Review each for accuracy and promptly enter information into system
- Process incoming field paperwork from assigned Service teams, including work orders, JHAs, payroll, extra work authorizations, inspection sheets, expense reports and vendor invoices
- Meet with assigned Service team supervisors weekly. Identify and coordinate upcoming work, through to completion
Lead Service Coordinator / New Construction Admin
Houk Mechanical
01.2021 - 06.2022
- Coordinates service resources as related to service operations.
- Schedule personnel, materials, sub-contractors and equipment based on project needs, skill sets, and availability
- Generates Work Order Documents, dispatches technicians and notifies customers
- Communicate with customers to ensure work performed meets or exceeds their expectations. Arrange follow-up visits, as necessary
- Coordinates operations interaction with the Parts Department and Acquisition, as necessary
- Reviews project paperwork, complete calls, forwards project paperwork to Project Administrators
- Maintains customer satisfaction by investigating concerns, routing them to the assigned staff and responding to special requests
- Logs service start-up and service work requirements in job tracking system
- Responsible for generating and printing various assigned reports
Service Dispatcher
CEC Facilities
03.2019 - 08.2020
- Managing all customer and technician issues to resolution
- Handle urgent or emergency service calls and prioritize accordingly
- Maintain clear and consistent communication with technicians to ensure they have all necessary information necessary from job completion
- Monitor technician progress throughout the day and make adjustments to schedules as needed
- Maintain accurate records of service calls, technician assignments, and customer interactions.
- Prepare and distribute daily schedules and work orders to technicians.
- Use dispatch software and tools to manage scheduling and track technician locations
- Setting up new customers, scheduling service and maintenance with the customer, and issue purchase orders to technicians
- Billing and inputting invoices
Education
High School -
Burleson High School
BurlesonSkills
- Customer relationship management
- Lead generation
- Proposal generation
- Project coordination
- Sales tracking
- Service dispatching
- Communication skills
- Service scheduling
- Technician coordination
- Customer satisfaction
Timeline
Sales Representative
TTI
08.2025 - Current
Sales and project manager
Acumen Enterprises
09.2024 - 07.2025
Hydronics Service Coordinator
Texas AirSystems
06.2022 - 09.2024
Lead Service Coordinator / New Construction Admin
Houk Mechanical
01.2021 - 06.2022
Service Dispatcher
CEC Facilities
03.2019 - 08.2020
High School -
Burleson High School