Job Description for Controls Service Operations Coordinator

 The Service Operations Coordinator plays a critical cross-functional role, bridging administrative efficiency, contract management, and billing accuracy to support the success of the service department. This position ensures service work is properly prepared, documented, costed, and invoiced in a timely and accurate manner while identifying and improving underlying processes. It requires close coordination with technicians, finance, and leadership to streamline operations and improve financial performance.  

Primary Functions: 

• Coordinate and manage PM contracts, including renewals and compliance tracking.
• Prepare accurate service work orders, tickets, and cases for billing readiness.
• Cost jobs correctly and track financial metrics for service work.
• Ensure technicians' time entries and notes are accurate in all systems.
• Collaborate with finance to ensure timely job invoicing.
• Aim to invoice jobs within 15 days of completion.
• Assist with commission calculations and complete supporting documentation.
• Track and report technician lead payment programs.
• Responsible for manufacturer warranty claim process.
• Lead process improvement initiatives for job costing, billing accuracy, and service software usage.

Seat Primary Objectives:

• PM contracts are proactively managed and renewed with no lapses.
• Work orders are consistently prepared with the necessary detail for quick and accurate billing.
• Time from job completion to invoicing averages fewer than 15 days.
• Technician time and notes are accurate, improving data integrity and billing accuracy.
• Commission and lead payments are processed with confidence and clarity.
• Service team operations run more efficiently due to process improvements initiated by this role.

Education, Experience and Qualifications: 

• Minimum High School Diploma or GED required
• Strong attention to detail and process orientation
• Prior experience in service operations, administrative coordination, or job costing preferred
• Familiarity with service management and billing software systems is a plus
• Excellent communication skills and ability to work cross-functionally
• Proficiency in Microsoft Office, particularly Excel

Knowledge/Skill Set:

• Excellent time management, communication, organizational, and problem-solving skills
• Proficient with the following software – Excel, Word, Outlook, Bluebeam/Adobe
• Must have the ability to switch quickly between tasks based on priority and timeline
• Works well within a team dynamic
• Ability to maintain excellent customer and employee relationships

**This job description shall remain fluid and will be reviewed on an as needed basis.

The Opportunity

The Sales Engineer is responsible for driving new business growth and expanding Air Equipment Company’s Controls Products presence across the commercial HVAC and building systems marketplace. This role serves as a trusted advisor to consulting engineers, mechanical contractors, controls contractors, and building owners by delivering technical expertise, responsive service, and value-added solutions. The Sales Engineer will focus specifically on AEC’s industry-leading controls and critical environment offerings, including ABB Variable Frequency Drives (VFDs) and Phoenix Controls airflow control solutions, along with complementary product lines such as airflow monitoring, dampers, hydronic measurement, demand control ventilation, and life safety systems. This position owns the sales process from opportunity development through project execution support, ensuring AEC Controls Department continues to be Kentucky’s premier manufacturer’s representative firm for HVAC technical products.  

Responsibilities

• Develop and manage strong relationships with owners, engineers, contractors, and end users across the assigned territory, with an emphasis on controls and critical environment applications.
• Identify, generate, qualify, and pursue new sales opportunities aligned with AEC’s strategic growth goals in the Controls Products market.
• Promote and support key AEC controls product lines, including but not limited to:
  • ABB Variable Frequency Drives (VFDs)
  • Phoenix Controls Venturi valves and airflow control systems
  • Tamco industrial and commercial damper solutions
  • Onicon flow and energy measurement systems
  • Antrum demand control ventilation (DCV) solutions
  • Honeywell gas detection and safety monitoring systems
• Support customers with equipment selection, system application guidance, and design assistance for complex mechanical and controls projects.
• Prepare quotations, pricing, and sales proposals in coordination with internal estimating, engineering, and operations teams.
• Deliver technical presentations and product demonstrations highlighting manufacturer capabilities, system performance, and solution value.
• Maintain accurate pipeline tracking, forecasts, and opportunity documentation within CRM systems.
• Collaborate with internal engineering, service, and project execution teams to ensure successful project delivery and long-term customer satisfaction.
• Provide ongoing customer support before and after the sale, ensuring AEC solutions perform as intended and relationships remain strong.
• Conduct business ethically, legally, and in alignment with AEC’s core values.

Competencies:

• Excellent verbal and written communication skills to effectively convey technical information and to interact effectively with customers and team members
• Strong customer service skills to address inquiries and resolve issues
• Analytical skills to diagnose and solve technical problems
• Ability to identify sales opportunities and develop relationships with potential customers
• Regular interaction with customers via phone, email, and video conferencing
• Strong technical aptitude and ability to understand complex engineering concepts
• Ability to work independently as well as part of a team
• Strong attention to detail
• Ability to work in a fast-paced environment

The Ideal Profile

• Bachelor’s degree in Engineering, preferably in Mechanical, Electrical, or Industrial Engineering
• Minimum 3 years of HVAC Sales experience
• Knowledgeable regarding ASHRAE recommendations, HVAC industry
• Strong mathematics and physics understanding
• Education and experience with the construction and engineering industry, with specific experience in dealing with construction drawings, specifications, construction schedule and processes is a plus.

Physical Demands

While performing the duties of this job, the employee is regularly required to use hands to operate computer keyboard and telephone, reach with hands and arms. The employee frequently is required to stand, walk, and sit. The employee is occasionally required to climb or balance and stoop, kneel, crouch, or crawl. The employee must regularly lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus.

Summary:

The primary objective of this position is to generate revenue and profits for the company. The company’s reputation is often contingent upon how sales personnel represent him/herself and the company, therefore it is imperative that all interaction supports the mission and values of Air Equipment Company. The Sales Teams, consisting of Applied Commercial Equipment Sales, Hydronic Equipment Sales, Industrial Equipment Sales, and Owner/Service Sales, all work together on strategy, design, proposal generation, and job costing.  Salespeople for each team are expected to have a complete knowledge of all equipment that AEC represents and their applications as well as the roles and responsibilities of everyone on their team. The successful candidate will demonstrate abilities and experience with collaborative team-based customer service and team-based processing of technical information.

Essential Duties and Responsibilities:

Assist in developing improvements and perform duties with a consistent approach in areas such as:

• Execute the full cycle sales process in accordance with best practices of the company.
• Build customer relationships with excellent customer service and retention in mind.
• Develop strategic plan to achieve hydronic sales growth goals.
• Provide accurate sales forecasting, utilizing company CRM.
• Grow line card with manufacturers that align with company values and are best in class.
• Maintain strong relationships with key manufacturers.
• Conduct Account Reviews with team on quarterly basis based on established criteria and reassign account leads as needed.
• Work with entire Sales Team to meet or exceed Revenue and Profit goals and business objectives established by EVP of Sales.
• Be a resource to help drive flat specifications, allowances, alternates, and Basis-of-Design’s.
• Become an expert on the hydronic equipment/systems that we represent.
• Run Annual and Quarterly Hydronic Team planning meetings to establish goals based on direction from company Leadership Team
• Travel within territory will be required. 50%-75% of time spent will be out of the office.

Education/Experience:

• A minimum of 3 years’ experience selling HVAC hydronic equipment/systems
• Technical or Engineering bachelor’s degree preferred
• Education and experience with the construction and engineering industry, with specific experience in dealing with construction drawings, specifications, construction schedule and processes is a plus.

Knowledge/Skill Set: 

• Effective interpersonal and customer service skills
• Strong written, verbal and presentational communication skills
• Must have the ability to switch quickly between tasks based on priority and timeline
• Works well within a team dynamic to ensure timely execution of tasks

This position will require self-accountability and work independently. The primary objective of this position is to generate revenue and profits for the company under the direction of the Vice President of Industrial Sales. The company’s reputation is often contingent upon how the salesperson represents him/herself and the company, therefore it is imperative that all interaction supports the mission and values of AEC. The Sales Teams, consisting of Commercial Equipment Sales, Industrial Equipment Sales, Controls Sales, and Hydronic Equipment Sales, all work together on strategy, design, proposal generation, and job costing. The successful candidate will demonstrate abilities and experience with collaborative team-based customer service and team-based processing of technical information.
There will be a training period of 3-6 months minimum prior to being responsible for customer interaction and sales. A salary will be provided during this time. Once opportunity pipeline is established, a transition to a commission-based compensation plan will take place.

Description of Principle Duties:
Assist in developing improvements and perform duties with a consistent approach in areas such as:
• Meet or exceed individual objectives as set by VP of Industrial Sales
• Work with Sales Team to meet or exceed Revenue and Profit goals established by EVP of Sales
• Become an expert on the equipment/systems that we represent and how to successfully design projects with customers.
• Learn all manufacturer selection software and pricing to correctly select and price equipment and systems objectives.
• Build customer relationships with excellent customer service and retention in mind.
• Maintain customer information and activity in Salesforce.
• Assist Operations Team and Industrial Admin in project tracking and customer communication.
• Be responsible for all activity around opportunity generation and tracking.
• Be responsible for all activities around order generation & entry.
• Generate approval drawings (submittals) and review order acknowledgements for accuracy.
• Participate in quarterly conversations with Sales Team Leader to review core values, GWC and discuss any issues.
• Travel within territory will be required. 50%-75% of the time spent will be out of the office.
• Other roles and responsibilities as assigned.

Education, Experience and Qualifications:
• Technical or Engineering bachelor’s degree required. Preferably in Mechanical, Electrical, or Industrial Engineering.
• Strong mathematics and physics understanding.
• Preferred - Education and experience with the construction and engineering industry, with specific experience in dealing with construction drawings, specifications, construction schedule and processes is a plus.

Knowledge/Skill Set:
• Effective interpersonal and customer service skills
• Strong written, verbal and presentational communication skills
• Must have the ability to switch quickly between tasks based on priority and timeline
• Works well within a team dynamic to ensure timely execution of tasks
• High computer proficiency (comfort with word, excel and using an internet browser)
• Critical thinking ability, willingness to learn

• About AEC
  Core Values
  o We are humbly confident
  o We care
  o We do the right thing
  o We have a “can do” and solution-oriented attitude
  o Customer success is paramount

Our Purpose/Cause/Passion: Experts Helping Experts
Our Niche: Creating and maintaining healthy environments
Our Culture: We take our knowledge very seriously, but we don’t take ourselves too seriously. Management is humble and approachable. Everyone is important. We do not abandon customers.

• On-boarding program with one-on-one support from our President and Executive Leadership Team
  • Ongoing access to leadership and employees
  • Professional development opportunities through seminars, conferences factory training, and web-based training

Candidate can expect to go through several manufacturers (various location around the US) training programs as well as on the job training. Candidate can expect travel for our company to be primarily in the state of Kentucky and Southern Indiana.
Compensation commensurate with education and experience. Full benefits offered
**This job description shall remain fluid and will be reviewed on an as needed basis

Controls Service Tech 

Reports to: Service Manager

FLSA Status: Non-Exempt, Hourly

Job Description for Controls Service Tech

The primary objective of this position is to perform startup and service on control lines sold by Air Equipment Company under the direction of the VP of Controls Products. This position will be responsible for configuring and programming a variety of field installed controls accurately, completing startup documentation correctly, and effectively communicating the status of projects. AEC currently represents the following Controls lines including but are not limited to Phoenix Venturi Valves, ABB drives, and Aircuity systems. This role will demonstrate excellent problem solving, time management, and computer skills. This role will also demonstrate excellent communication skills with other BAS contractors and end users of control systems.

Description of Principle Duties:

• Responsible for the execution of manufacturer startups and warranty repair for the control lines represented by AEC.
• Responsible for correctly configuring and programming a variety of manufacturers’ controllers.
• Responsible for troubleshooting and repairing controls related equipment during warranty period.
• Responsible for performing service for aftermarket customers of AEC controls manufacturers.
• Responsible for accurately completing startup documentation in a timely manner.
• Responsible for documenting and communicating warranty issues.
• Communicating with project management and service controller to ensure jobs remain on track and on schedule.
• Consistently reporting time and detailed notes in a timely manner
• Collaborating with the Service Manager to ensure AEC site / equipment issues are resolved effectively and efficiently.
• Ensuring job site safety
• Technical assistance– specifically associated with AEC control lines, sequence of operations, troubleshooting issues, and supporting BAS contractors with integration.
• Collaboration with Technical Service Manager to identify process and product issues.
• Responsible for participating in AEC’s EOS system. Includes but not limited to:
• Always maintain company culture and core values
• Understanding of companies long and short-term mission and vision
• Accountability to measurables to management
• Attending regular L10 meetings with Technical Service Team
• Attending regular Same Page meetings with management

Education, Experience and Qualifications:

• Minimum High School Diploma or GED required.
• Minimum of 5 years’ experience in Commercial HVAC or related industry.
• OSHA 10 preferred, training for OSHA 10 will be provided if needed.

Knowledge/Skill Set:

• Understanding basic electron theory, how electricity travels, AC and DC currents, single phase and three phase circuits, and series and parallel circuits. Ability to read basic wiring diagrams. Understanding of Ohms Law. Ability to use multi-meters to read voltage, current and resistance values. Must be able to troubleshoot basic electrical circuits.
• Understanding of BAS communication principles including BACnet, LON, and MODBUS
• Understanding of BAS terminology including but not limited to point types, facets, MAC/instance address schemes, baud rate, and Neuron ID
• Excellent time management, communication, organizational, and problem-solving skills
• Proficient with the following software – Excel, Word, Outlook, Bluebeam/Adobe
• Able to read construction documents
• Must have the ability to switch quickly between tasks based on priority and timeline
• Able to deal with high pressure situations
• Works well within a team dynamic
• Ability to maintain excellent customer and employee relationships
• Position required use of strong technical knowledge to navigate difficult issue resolutions

About AEC

• Core Values
• We are humbly confident
• We care
• We do the right thing
• We have a “can do” and solution-oriented attitude
• Customer success is paramount
• Our Purpose/Cause/Passion: Experts Helping Experts
• Our Niche: Creating and maintaining healthy environments
• Our Culture o We take our knowledge very seriously, but we don’t take ourselves too seriously. Management is humble and approachable. Everyone is important. We do not abandon customers.

Resources Provided

• On-boarding program with one-on-one support from our president and executive leadership team
• Ongoing access to leadership and employees
• Professional development opportunities through seminars, conferences factory training, and web-based training

Pay range: $60k - $120k 

Candidate can expect to go through several manufacturers (various location around the US) training programs as well as on the job training. Candidate can expect travel for our company to be primarily in the state of Kentucky.

The compensation range for this role is determined by factors such as experience, education, and job-related skills.
This position is eligible for full benefits, including medical, dental, vision, paid time off, and retirement options.

**This job description shall remain fluid and will be reviewed on an as needed basis.

Commercial HVAC Technician

Reports to: Service Manager

FLSA Status: Non-Exempt, Hourly

Pay: $28 - $50 per hour

Job Description for Commercial HVAC Technician

The primary objective of this position is to perform daily activities of a Commercial Service Technician under the direction of the Service Manager. This position will be primarily responsible for the daily field activities required to execute aftermarket projects, T&M Labor, Preventative Maintenance Agreements and help manage the guys. This position must obtain the company core values (listed below) along with having a team mentality and excelling in written and oral communication skills. The Mechanical Service Technician is responsible for maintaining excellent customer relationships, maintaining expert knowledge on HVAC equipment, providing and maintaining quality workmanship and documentation, coordination of post-sale work, verifying safety standards are met, and issue resolution. This position will demonstrate excellent time management skills as well as excellent problem-solving capabilities.

Description of Principle Duties:

• Assist Project Manager with installation training when required.
• Troubleshoot and diagnose building mechanical systems (including but not limited to: RTUs, split systems, VRFs, boilers, chillers, AHU and VAV).
• Capable of repairing and/or installing proposed diagnosis.
• Responsible for planning, layout and overall efficiency at project repair and/or installation.
• Ability to work independently.
• Ability to read and interpret blueprints and wiring diagrams.
• Assist with Owner Training.
• Support Service Manager with warranty and non-warranty issue resolution.
• Manage onsite communication with customers and facility directors.
• Maintain a safe work environment.
• Assist in training apprentices.
• Occasionally assist with the startup or issue resolution with other mechanical and control product lines
• Consult with Service Manager or manufacturer support in times of uncertainty.
• Collaboration with project stakeholders to solve issues effectively and efficiently.
• Coordination with aftermarket project management, and service controller to ensure jobs remain on track and on schedule.
• Collaboration with manufacturers and AEC stakeholders to ensure effective issue resolution. This includes but not limited to AEC aftermarket project management, sales, application engineering, and operations controlling team.
• Always maintaining company culture and core values
• Understanding of companies long and short-term mission and vision
• Attending regular L10 meetings
• Attending quarterly reviews

Additional Knowledge/Skill Set:

• Understands basic refrigeration cycle: Understand what super heat and subcooling shows in a refrigeration circuit, identifying components in refrigeration circuit, understanding how each component works, diagnosing problems in the refrigeration circuit, using manifold gauge set, pressure/temperature chart and temperature measuring devices for routine maintenance and to troubleshoot. Understands refrigeration recovery, evacuation, and proper charging of a system based off superheat and subcooling.
• Understands basic electron theory, how electricity travels, AC and DC currents, single phase and three phase circuits, and series and parallel circuits. Ability to read basic wiring diagrams. Understanding Ohms Law. Ability to use multi-meters to read voltage, current and resistance values. Must be able to troubleshoot basic electrical circuits.
• Understands the process of conditioning air and simultaneously control the temperature, humidity, and distribution. Must be able to read and understand mechanical drawings. o Understands basic heating cycle to include identifying components in heating system, understanding how each component works, diagnosing problems in the heating system using a gas pressure monometer and other devices for routine maintenance and to troubleshoot a gas fired unit.
• Understands the theory of combustion and how it relates to combustible fuels such as gas and oil. Understands a gas combustion analyzer and how to correct if the combustion isn’t correct

Education, Experience and Qualifications:

• HVAC Journeyman license and EPA Certification. At least 1 year of trade related work experience.
• High School diploma or equivalent GED certificate.
• OSHA 10-hour safety certificate

About AEC

Core Values: 

• We care
• We do the right thing
• We have a “can do” and solution-oriented attitude
• Customer success is paramount
• We are humbly confident

• Our Purpose/Cause/Passion: Experts Helping Experts
• Our Niche: Creating and maintaining healthy environments
• Our Culture  We take our knowledge very seriously, but we don’t take ourselves too seriously. Management is humble and approachable. Everyone is important. We do not abandon customers.

Resources Provided

• On-boarding program with one-on-one support from our president and executive leadership team
• Ongoing access to leadership and employees
• Professional development opportunities through seminars, conferences factory training, and web-based training

Candidate can expect to go through several manufacturers (various location around the US) training programs as well as on the job training. Candidate can expect travel for our company to be primarily in the state of Kentucky.

The compensation range for this role is determined by factors such as experience, education, and job-related skills.
This position is eligible for full benefits, including medical, dental, vision, paid time off, and retirement options.

**This job description shall remain fluid and will be reviewed on an as needed basis.

The Office Manager plays a crucial role in ensuring the efficient functioning of an organization by overseeing various administrative tasks and managing office resources while working alongside Human Resources Manager and the President of AEC. This position is pivotal for maintaining a productive and organized workplace, enabling other staff members to perform their roles effectively. The Office Manager coordinates office activities and operations to secure efficiency and compliance with company policies, manages office supplies, schedules meetings and appointments, and provides general administrative support to employees.

Responsibilities
• Oversee and coordinate office administrative procedures and review, evaluate, and implement new procedures.
• Establish work priorities and ensure deadlines are met and procedures are followed.
• Serve as the first point of contact by answering and directing incoming calls in a timely and professional manner
• Create a welcoming, professional environment as the face of AEC, ensuring a positive first impression for all visitors and employees
• Maintain a high level of professionalism and discretion in all interactions
• Coordinate with vendors and landlords to manage office contracts, including cleaning, landscaping, and maintenance services
• Oversee office appearance and ensure a clean, organized, and professional workspace at all times
• Coordinate catering and meal arrangements for meetings and events in partnership with event hosts
• Assist in driving initiatives that enhance workplace culture and morale
• Organize materials for office events, including sign-up sheets and attendance tracking
• Assist in managing and maintaining the AEC Group Calendar to ensure accurate scheduling and communication
• Provide administrative and operational support to Senior Leadership as needed
• Support President/CEO with calendar management and handling of confidential information with discretion
• Manage office supplies inventory, anticipating needed supplies, placing, and expediting orders for supplies.
• Maintain a safe, secure, and pleasant work environment.
• Schedule and coordinate meetings, appointments, and travel arrangements for managers or supervisors.
• Prepare and edit correspondence, reports, memos, forms, and presentations.
• Handle incoming and outgoing communications, including phone calls, emails, and mail.
• Assist with coordinating and scheduling internal and external training.
• Ensure data integrity and confidentiality.

The Ideal Profile
• High School Diploma or equivalent; an Associate's or Bachelor's Degree in Business Administration or a related field is a plus
• 3-5 Years experience in office management or administrative field
• Excellent verbal and written communication skills for effective interaction with clients, visitors, and internal teams

Key Competencies
• Proficiency in MS Office (Excel, Word, PowerPoint).
• Excellent organizational and time management skills.
• Strong written and verbal communication skills.
• Attention to detail and problem-solving skills.
• Ability to multitask and prioritize work.
• Interpersonal skills to interact effectively with all levels of staff and external contacts.

Other Skills/Abilities
Environmental Requirements
Office-based with frequent travel to field locations. Ability to stand, walk, and present for extended periods. Occasional lifting of up to 25 pounds.

Physical Demands
While performing the duties of this job, the employee is regularly required to use hands to operate computer keyboard and telephone, reach with hands and arms. The employee frequently is required to stand, walk, and sit. The employee is occasionally required to climb or balance and stoop, kneel, crouch, or crawl. The employee must regularly lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus.

NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the organization.

Job Description for Mechanical Service Estimator 

The Service Estimator plays a key role in supporting the sales and operations teams by developing accurate and timely cost estimates for service projects and preventative maintenance contracts. This role works closely with sales personnel, dispatch, and technicians to define scopes of work, ensure alignment across departments, and maintain a healthy opportunity pipeline. The ideal candidate is detail-oriented, organized, and thrives in a fast-paced, team-oriented environment.

Primary Functions: 

• Prepare detailed cost estimates for quoted service projects using internal cost data, vendor pricing, and labor projections.
• Collaborate with the sales team to define and refine the scope of work for service projects and preventative maintenance contracts.
• Develop formal scope documents for both quoted projects and maintenance contracts.
• Use CRM (Salesforce currently) system to track opportunities and assist in maintaining an accurate service pipeline.
• Coordinate with internal teams (dispatch, sales, service operations) to ensure proper project booking and scheduling upon customer PO receipt.
• Assist in onsite scope development alongside sales staff when needed.
• Proactively source material and equipment pricing through vendor communication and internal teams.
• Identify and document assumptions, inclusions, exclusions, and potential risks for each estimate.
• Monitor estimate-to-actual job cost performance and provide feedback to improve future estimating accuracy.
• Track and support change order development and pricing as projects evolve.
• Ensure all estimating documentation is organized and accessible for handoff to operations and accounting.
• Assist in cost updates, historical data analysis, and estimating tool/process improvements.

Seat Primary Objectives:

• Accuracy of job cost estimates compared to actuals
• Timeliness of estimate delivery
• Quality and clarity of scope documents
• CRM pipeline updates and accuracy
• Internal team feedback on handoff quality and coordination

Education, Experience and Qualifications: 

• Experience in HVAC, mechanical contracting, or construction estimating preferred.
• Strong knowledge of service and maintenance work typical of commercial HVAC systems.
• Proficiency with Microsoft Excel, estimating tools, and CRM platforms.
• Exceptional organizational skills and attention to detail.

Knowledge/Skill Set:

• Excellent time management, communication, organizational, and problem-solving skills
• Proficient with the following software – Excel, Word, Outlook, Bluebeam/Adobe
• Must have the ability to switch quickly between tasks based on priority and timeline
• Works well within a team dynamic
• Ability to maintain excellent customer and employee relationships

Assist in developing improvements and perform duties with a consistent approach in areas such as:

• Meet or exceed individual objectives as set by Executive Vice President of Sales & Marketing
• Meet or exceed individual metrics as set by Sales Team Leader
• Work with Sales Team to meet or exceed Revenue and Profit goals established by EVP of Sales
• Become an expert on the equipment/systems that we represent and how to successfully design projects with Consulting Engineering customers.
• Work with the entire sales team to help each other meet business
• Build customer relationships with excellent customer service and retention in
• Maintain customer information and activity in
• Assist Operations Team and Project Manager in project tracking and customer
• Provide Application Engineering Team with required information for opportunity
• Provide Application Engineering Team with required information for order generation & entry (when applicable).
• Provide assistance to Project Manager as needed to review submittals and order acknowledgements for
• Participate in quarterly conversations with Sales Team Leader to review core values, GWC and discuss any
• Travel within territory will be 50%-75% of the time spent will be out of the office.
• Other roles and responsibilities as

Education, Experience and Qualifications:

• Technical or Engineering bachelor’s degree Preferably in Mechanical, Electrical, or Industrial Engineering.
• Minimum of 3 years of HVAC Sales experience calling on consulting
• Knowledgeable regarding ASHRAE recommendations, HVAC industry, and/or
• Strong mathematics and physics
• Education and experience with the construction and engineering industry, with specific experience in dealing with construction drawings, specifications, construction schedule and processes is a plus.

The Opportunity

The Service Dispatcher is responsible for planning, coordinating, and directing activities of Air Equipment Company service resources. This person will also be responsible for communicating with the Field Technicians, Team Leaders, and coordinating jobs with the Sales teams. Must be detailed and customer service oriented and have excellent organizational skills. Position requires a high level of correspondence with customers, technicians, supervisors, and Managers. This seat is based out of our Louisville, KY office.

Description of Principle Duties:

• Works with Service Coordinator to dispatch service resources, as related to service operations.
• Daily management and scheduling of Service Technicians.
• Generates Work Order documents, dispatches technicians, and notifies customers.
• Schedule’s personnel and gather required information for field staff to effectively execute jobs.
• Maintains customer satisfaction by investigating concerns, routing them to the assigned technician, and responding to special requests.
• Interacts and communicates with Sales, Technicians, and Managers to assign and dispatch Technicians.
• Reviews project paperwork, including service start-ups, and internal work requirements to Project Managers.
• Ability to coordinate incoming and outgoing parts requested by Technicians for current projects.
• After-hours Service contact when required (rotating schedule). Responsible for vetting after-hours incoming requests and dispatching of Technician.
• Will confirm with customers dates of service on the schedule.
• Scheduling of service personnel, materials, sub-contractors, and equipment based on project needs, skill sets, and availability.
• Tracking of Service technicians PTO and off days on the Service calendar.
• Coordinates with the Parts and Sales Teams, as necessary.
• Responsible for organization of Service folders housed in SharePoint.
• Demonstrate ability to maintain a pleasant and cooperative temperament with internal and external customers.

The Ideal Profile
• High School Diploma or equivalent GED certificate required
• Industry specific knowledge preferred (HVAC, Construction, Parts, etc.)
• 1 year Dispatch experience preferred

The Ideal Skillset
• Excellent PC skills in Microsoft Office, including Word, Excel, PowerPoint, and Outlook
• Excellent written communications skills
• Excellent oral communications skills
• Excellent time management skills
• Able to deal with high pressure situations.
• Excellent organizational skills
• Ability to work with high degree of integrity and promote positive company image.
• Analytical, focused on quality, and results-driven.

Other Skills/Abilities

Behavioral & Interpersonal Skills
Highly engaging facilitator with strong executive presence. Excellent verbal, written, and presentation skills. Ability to build trust, influence leaders, and collaborate cross-functionally. Demonstrates integrity, adaptability, and a continuous improvement mindset.
Personal and Interpersonal Skills
Ability to establish and grow relationships with customers through effective verbal and written communication. Dedicated to the needs of the customers, manufacturers and peers and has the patience to actively listen to all business partners. Able to solve problems and skillfully negotiate with a minimum of noise while managing stress. Demonstrates integrity and trust through appropriate directness and truthfulness. Ability to understand personal strengths and weaknesses, seek feedback and improve upon shortcomings.

Technical & Systems Skills
Proficiency with LMS platforms, e-learning tools, and Microsoft Office. Deep understanding of CRM systems and sales enablement technology.

Environmental Requirements
Office-based with frequent travel to field locations. Ability to stand, walk, and present for extended periods. Occasional lifting of up to 25 pounds.

Physical Demands
While performing the duties of this job, the employee is regularly required to use hands to operate computer keyboard and telephone, reach with hands and arms. The employee frequently is required to stand, walk, and sit. The employee is occasionally required to climb or balance and stoop, kneel, crouch, or crawl. The employee must regularly lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus.

NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the organization.

Assist in developing improvements and perform duties with a consistent approach in areas such as:

• Meet or exceed individual objectives as set by Executive Vice President of Sales & Marketing
• Meet or exceed individual metrics as set by Sales Team Leader
• Work with Sales Team to meet or exceed Revenue and Profit goals established by EVP of Sales
• Become an expert on the equipment/systems that we represent and how to successfully design projects with Consulting Engineering customers.
• Work with the entire sales team to help each other meet business
• Build customer relationships with excellent customer service and retention in
• Maintain customer information and activity in
• Assist Operations Team and Project Manager in project tracking and customer
• Provide Application Engineering Team with required information for opportunity
• Provide Application Engineering Team with required information for order generation & entry (when applicable).
• Provide assistance to Project Manager as needed to review submittals and order acknowledgements for
• Participate in quarterly conversations with Sales Team Leader to review core values, GWC and discuss any
• Travel within territory will be 50%-75% of the time spent will be out of the office.
• Other roles and responsibilities as

Education, Experience and Qualifications:

• Technical or Engineering bachelor’s degree Preferably in Mechanical, Electrical, or Industrial Engineering.
• Minimum of 3 years of HVAC Sales experience calling on consulting
• Knowledgeable regarding ASHRAE recommendations, HVAC industry, and/or
• Strong mathematics and physics
• Education and experience with the construction and engineering industry, with specific experience in dealing with construction drawings, specifications, construction schedule and processes is a plus.