HVAC Project Manager

Caswell Mechanical Inc
  • Newburyport, MA
    Today

    Job Description

    Job Description

    Job Description
    Description:

    Are you a dynamic leader with a passion for HVAC and project management? We’re looking for an experienced HVAC Project Manager to drive success on large-scale installation and replacement projects. This key role not only ensures smooth execution and budget management but also champions exceptional customer experiences.


    Why Join Us?

    • Competitive compensation and benefits
    • Growth opportunities in a thriving industry
    • A supportive and collaborative work environment
    • The chance to make a real impact on our projects

    Key Responsibilities:

    Safety First:

    • Champion a safety-first culture across all job functions
    • Conduct comprehensive jobsite inspections to ensure secure working conditions
    • Proactively address safety concerns, collaborating with customers to resolve issues promptly

    Sales & Revenue Growth:

    • Meet and exceed monthly and annual sales targets
    • Proactively build and manage customer relationships through sales calls and business development
    • Prepare accurate estimates and detailed proposals for customer review and approval
    • Secure competitive pricing from subcontractors and suppliers
    • Track and manage sales opportunities using Salesforce (or CRM software)
    • Handle monthly billing with accuracy and maintain 90% of total accounts receivable at 0–61 days

    Effective Communication & Documentation:

    • Produce comprehensive project documentation, including job setup sheets, submittals, and shop drawings
    • Conduct thorough contract reviews to ensure alignment between engineering and production teams
    • Oversee project closeout documentation for smooth transitions to admin, production, and service teams
    • Regularly update Work in Progress (WIP) reports, budget adjustments, and communicate progress to key stakeholders
    • Foster collaboration with production teams to minimize cost overruns
    • Conduct regular site visits to monitor progress and ensure quality standards
    • Participate in weekly commercial department meetings and other team sessions as needed

    Continuous Learning & Improvement:

    • Stay current on industry advancements and new technologies
    • Engage in ongoing professional development and training
    • Act as a mentor and leader, guiding teams to achieve quality and efficiency

    Requirements

    Required Skills & Qualifications:

    • Proven customer service and sales experience
    • Proficiency with Salesforce or similar CRM software
    • Strong organizational skills and goal-driven mindset
    • Proficient in MS Office (Outlook, Word, Excel)
    • Experience in construction or field work
    • HVAC (mechanical) expertise
    • Estimating experience

    Eligibility Requirements

    • Employment/education will be verified.
    • Applicants must be currently authorized to work in the United States on a full-time basis
    • Caswell Mechanical is a drug free workplace and requires post-offer pre-employment drug testing.
    • Valid drivers license and reliable vehicle.

    Benefits include: Career Advancement Opportunities; Paid Training; Competitive Salary; Medical, Dental, and Vision Insurance; Health Savings Account (HSA); Health Flexible Spending Account (FSA);Dependent Care Flexible Spending Account (DFSA); 401K Savings Plan; Life/AD&D Insurance; Voluntary Supplemental Life Insurance; Voluntary Long-Term Disability; Employee Assistance Program; Rewards and discounts; Gym Membership Discount; Paid Time Off

    Requirements:


    Numbers & Facts

    LocationNewburyport, MA

    Skills

    • Accounts Receivableunmatched
    • Billingunmatched
    • Budget Managementunmatched
    • Budget Reportingunmatched
    • Business Developmentunmatched
    • Communication Skillsunmatched
    • Compensation and Benefitsunmatched
    • Constructionunmatched
    • Contract Reviewunmatched
    • Customer Experienceunmatched
    • Customer Relationship Management (CRM)unmatched
    • Customer Relationship Management (CRM) Systemsunmatched
    • Customer Support/Serviceunmatched
    • Documentationunmatched
    • Driver's Licenseunmatched
    • Employee Assistance Planunmatched
    • HVACunmatched
    • Mentoringunmatched
    • Microsoft Excelunmatched
    • Microsoft Officeunmatched
    • Microsoft Outlookunmatched
    • Microsoft Wordunmatched
    • Organizational Skillsunmatched
    • Pricingunmatched
    • Project Close-Outunmatched
    • Project Trackingunmatched
    • Project/Program Managementunmatched
    • Quality Metricsunmatched
    • Resolve Customer Issuesunmatched
    • Revenue Growthunmatched
    • Salesunmatched
    • Sales Managementunmatched
    • Salesforce.comunmatched
    • Team Lead/Managerunmatched
    • Team Playerunmatched
    • Training/Teachingunmatched

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