Summary
Overview
Work History
Education
Skills
Timeline
Hi, I’m

Zachary Forgy

Wentzville,MO

Summary

Project Manager with solid background in the trades and sales. I have worked across the US providing sales and operational leadership expertise and service. On both small and large scales. Over the years I've honed an ability to work with almost anyone, no matter the geography or terrain.

Overview

12
years of professional experience

Work History

Morgner and Morgner

HVAC Technician
05.2023 - 07.2024

Job overview

  • Performed troubleshooting on HVAC systems to determine root cause of issues.
  • Installed new heating, ventilation, and air conditioning systems in residential and commercial buildings with precision and attention to detail.
  • Utilized diagnostic equipment effectively in order to identify malfunctioning components within HVAC systems accurately.
  • Conducted maintenance service on HVAC systems to increase life expectancy of equipment and prevent costly repair work.
  • Worked overtime, holidays and weekends to accommodate company needs.
  • Investigated major malfunctions and breakdowns of heating and air-conditioning systems and used troubleshooting to determine causes.
  • Developed strong relationships with clients through exceptional communication skills, leading to repeat business opportunities.
  • Filled out detailed work orders for each job completed.
  • Kept up-to-date with the latest advancements in the HVAC field through continuing education courses and workshops, ensuring top-quality services for customers.

Dole Heating and Cooling

HVAC Serice Technicion
01.2023 - 04.2023

Job overview

  • Completed complex repairs quickly by leveraging strong diagnostic skills and attention to detail.
  • Demonstrated adaptability when faced with new challenges or technologies, enabling quick mastery of necessary skills.
  • Increased customer satisfaction with prompt and knowledgeable support for various technical issues.
  • Optimized system performance thorough testing and analysis.
  • Performed complex mechanical alignments and equipment calibration to meet quality standards.
  • Suggested specialized fixtures, test equipment and procedures for failure analysis.
  • Developed comprehensive documentation for equipment maintenance procedures, increasing efficiency among technicians.
  • Scheduled maintenance and repair tasks in alignment with production deadlines to reduce bottlenecks.
  • Demonstrated to customers proper methods for operating equipment after it had been installed.
  • Inspected, evaluated and calibrated electrical and mechanical systems and components.
  • Worked with diverse types of weather and ground conditions.

Anton’s Heating and Cooling

Service Technician
03.2022 - 09.2022

Job overview

  • Worked with homeowners educating them on their system and the problem or problems with it
  • Worked with coworkers to troubleshoot situations for a positive outcome
  • Diagnosed issues and was in charge of wiring the outside unit and the inside unit/furnace to work together as a closed system controlled mainly by the thermostat.
  • Explained diagnostic findings to customers and outlined repair or service options.
  • Installed new equipment and explained operation and routine maintenance protocols to customers.
  • Responded to problems reported by customers by troubleshooting and resolving hardware and software issues.
  • Maintained detailed records of service calls, enabling better tracking of recurring issues and proactive solutions implementation.
  • Collaborated with team members to complete complex installations, ensuring seamless integration of new systems.
  • Maintained accurate records of service calls and customer interactions for training and accountability purposes.
  • Enhanced client retention through exceptional communication skills and a commitment to addressing concerns promptly.
  • Streamlined processes for troubleshooting, resulting in faster resolution times and improved customer experiences.
  • Conducted regular safety audits for serviced equipment, minimizing potential hazards in client environments.

Forgy Process Instruments, Inc.

Regional Sales Manager
08.2016 - Current

Job overview

  • Leveraged new and existing sales channels to build market share, expand distribution and drive new sales
  • Coordinated monthly, daily and at times on the spot sales operations, developing bookings forecasts, establishing priority lists and managing opportunities
  • Accomplished new sales wins and achieved business metrics, working closely with technical resources to define key accounts and set up recurring visits
  • And develop new leads.
  • Expanded market share within the region by identifying growth opportunities and collaborating with cross-functional teams.
  • Achieved regional sales objectives by coordinating sales team, developing successful strategies, and servicing accounts to strengthen business relationships.
  • Increased regional sales by implementing strategic marketing plans and nurturing key client relationships.
  • Developed a successful sales team through rigorous coaching, performance management, and ongoing training.

Dynamic Construction

President
03.2015 - 08.2016

Job overview

  • Ran a smaller team of sales managers covering the entire Midwest as well as some of the northern region of the US
  • Developed presentations and quotes individualized for each customer
  • Held motivational sales meetings weekly
  • Delegated to cover payroll, project management and lead development
  • Provided warranty work whenever needed.
  • Hired and managed employees to maximize productivity while training staff on best practices and protocols.
  • Increased customer satisfaction through continuous improvement initiatives and excellent customer service.
  • Managed crisis situations effectively while minimizing disruption to daily operations.
  • Enhanced company performance by implementing strategic plans and overseeing daily operations.

Best Choice Roofing

Sales Manager
06.2012 - 09.2014

Job overview

  • Worked over a 4-man team to develop leads from cold, to hot and eventually closure of the deal
  • Re-inspected questionable properties that may not have needed our services or the polar opposite
  • Walked many dangerous job sites to ensure everything was covered
  • Final draft checks and submission of work contracts
  • Performed extensive damage inspections and assessments for homeowners and businesses alike.
  • Handled customer relations issues, enabling quick resolution, and client satisfaction.
  • Increased sales revenue by developing and implementing effective sales strategies.
  • Built long-lasting client relationships through excellent customer service and consistent followups.
  • Led a successful sales team by providing motivational coaching and performance-based incentives.

Education

St. Louis Community College - Meramec
St. Louis, MO

Some College (No Degree)

St. Louis Community College
St. Louis, MO

HVAC Certification - OSHA 10. - EPA Universal from HVAC/ Welding
04.2022

University Overview

  • HVAC Technician 1 Certification
  • Universal EPA Certification
  • OSHA 10 Certification

Skills

  • Project Management
  • Teamwork And Development
  • Focused on safety
  • Quality-focused
  • Customer-focused
  • Sales Leadership
  • Customer Service
  • Business development and planning
  • Decision-Making
  • Flexible and Adaptable

Timeline

HVAC Technician

Morgner and Morgner
05.2023 - 07.2024

HVAC Serice Technicion

Dole Heating and Cooling
01.2023 - 04.2023

Service Technician

Anton’s Heating and Cooling
03.2022 - 09.2022

Regional Sales Manager

Forgy Process Instruments, Inc.
08.2016 - Current

President

Dynamic Construction
03.2015 - 08.2016

Sales Manager

Best Choice Roofing
06.2012 - 09.2014

St. Louis Community College - Meramec

Some College (No Degree)

St. Louis Community College

HVAC Certification - OSHA 10. - EPA Universal from HVAC/ Welding

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Zachary Forgy