A.M Botte Mechanical, LLC, a local HVAC and Plumbing company serving the tri-state area founded in 2003, looking for a full-time office employee to add to our team. Preferably someone with experience in trades such as HVAC, electrical, construction or plumbing. If you are looking for a fun team environment, being treated with respect and recognized for hard work we are looking for you!

Duties include:

Phones- Answer calls, help book calls, & assist customers daily. Also assisting service coordinator in scheduling.
Initiate and maintain communication with the customers. Timely customer follow-up, and ongoing support for the customers. Must maintain client relationships and meet customer expectations.
Estimates/change orders, create projects, and book jobs as needed in Service Titan.
See installs/projects through the install life-cycle – Manage electronic/paper project folders and make sure their current. Upload pertinent information such as contracts, permits, plans, specs, and other files to the job/projects. Check documents for accuracy.
Work with the customers to get the project contract signed, payment collected, pre-install layout appointments scheduled, and maintain the relationship through the end of the installation. A positive relationship with the customer is key in this industry. Respond to customers' concerns quickly and in a professional manner.
Manage permits- Fill out required permits as per job scope with additional help from the project manager. Schedule inspections as needed.
Complete the financing process in their portals and assist customers with any applications. Request payment upon project completion.
Maintain awareness of the status of a project and proactively communicate to customers, sales reps, and project managers.
Communicate with customers in all areas of approvals, scheduling, delays, and completion.
Weekly/monthly meetings with project managers for scheduling and billings.
Track the status of the project documents daily: contracts, financing, permits, inspections, rebates, and other misc. items.
Assemble close-out documents after projects are completed. Follow the close-out process & send all final billings and documents to customers.
Complete invoicing for all projects and submit AIA payment applications as needed. Batch, post, and export all invoices for your projects/jobs.

Requirements:

-Monday through Friday 7:30am 4:30 (flexible)

-Must have Diploma/GED

-Must have at least 3 years HVAC/construction-related industry experience. Knowledge of HVAC/Plumbing and permits are strongly preferred.

-Must have/demonstrate thorough administrative abilities, and have worked in an office setting for at least 5 years. Proficient in Microsoft word, excel and outlook.

-Service Titan experience/knowledge is a plus.

-Must be professional, able to set priorities, follow workflow, and complete requests in a fast-paced environment. Must be highly adaptable to new processes.

-Highly motivated, multi-tasking capabilities while performing daily tasks. Organization is needed for this position, and must have good project management skills.

-Candidate should be self-motivated but also can work in a collaborative team environment when needed.

-Candidate needs problem-solving skills and have a sense of urgency for areas of significant impact.

-Must have strong written and verbal communication skills. Must be able to communicate with customers and other departments quickly and efficiently.

Health Insurance paid 100%
Life insurance paid 100%
401k retirement plan with 4% company match after 1 year
Christmas Bonus
PTO
Paid holidays

Job Type: Full-time

Pay: $50,000.00 - $65,000.00 per year

Benefits:

401(k)
401(k) 5% Match
401(k) matching
Dental insurance
Employee discount
Flexible schedule
Health insurance
Health savings account
Life insurance
Paid time off
Vision insurance

Schedule:

8 hour shift
Day shift
Monday to Friday
No weekends

Experience:

Trade: 3 years (Required)

Work Location: In person

A.M Botte Mechanical, LLC

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