HVAC Technical Service Advisor

Job Summary

A Technical Service Advisor will provide superior support to the HVAC dealer, therefore supporting our Sales Team’s efforts in growing premier distributor. Support will be provided by phone, on-site and training events intended to improve the professional HVAC technician’s proficiency. The Technical Advisor will be an integral portion of the team’s resource development and equipment innovation implementation. 

Essential Duties/Accountabilities:

Duties and responsibilities will include but are not limited to: 

• Provides technical support by phone to Watsco Subsidiaries, Tradewinds Climate Systems’ and third-party supplier’s dealers and sales professionals, and branch personnel. 

• Conduct on-site job visits when necessary. 

• Conducts Dealer Training for Watsco Subsidiary’s, Tradewinds Climate Systems’ and Third Party’s dealers. 

• Maintains regular contact with regional managers. These meetings should include discussion that assist in determining future training topics.  

• Perform required duties with the ability to work supervised and independently, striving to maintain excellent time management skills. 

• Maintain a personal and professional development plan. 

• Lead the industry in proficiency of new technology, HVAC equipment and accessories by attending designated training provided by manufacturers and Baker Distributors.   

• Develop and maintain an appropriate expense budget.   

• Submit regular activity and expense reports, as appropriate and within specified time requirements. 

• Monthly activity reports are required to be submitted to the manager within 10 days of the last day of each month.  

• Expense reports are required to be submitted within 15 days of the end of each month 

• will maintain an accurate and updated digital calendar, shared with their manager. 

• Perform other duties as assigned. 

Qualifications:

• High School Diploma or GED required; equivalent experience may be considered. 

• Proficiency in Microsoft Office. 

• Excellent communication skills, including oral, written, and verbal. 

• Ability to effectively multi-task and learn quickly. 

Skills:

• Strong negotiation and interpersonal skills, with the ability to communicate effectively with internal and external groups. 

• Excellent facilitation skills. 

• Customer service mindset with the ability to develop long-term relationships. 

• Excellent written and verbal communication skills. 

• Analytical aptitude with the ability to analyze and interpret data. 

• Strong and creative problem-solving skills. 

• Ability to work independently and in a team environment. 

• Proactively seeks continuous process and service improvements. 

• Effective communication skills in English, including speaking, reading, and understanding. 

Physical Demands and Work Environment:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.

• Required to move parts and equipment weighing up to 50 pounds.

• Required to position self to access equipment by standing, sitting, or walking, climbing, kneeling, crouching, or crawling.

• Operates computer and telephone equipment for extended periods of time.

• Visual acuity is required to perform essential job functions such as reading labels, inspecting equipment, monitoring inventory, and operating machinery. Tasks may involve close vision, distance vision, color differentiation, peripheral awareness, depth perception, and visual focus.

• Required to operate warehouse equipment such as forklifts and pallet jacks