Service Sales Assistant - Yearout Mechanical

Yearout, 8501 Washington St. NE, Albuquerque, New Mexico, United States of AmericaReq #1552

Friday, May 10, 2024

Yearout Mechanical, a Legence company

Yearout Mechanical (https://yearout.com/) is a New Mexico based company specializing in the installation of mechanical and process systems for the commercial, government, manufacturing and industrial communities of New Mexico and Texas. Since our incorporation in August of 1964, Yearout Mechanical has consistently grown and expanded its capabilities, reaching its present position as the premier mechanical contractor in New Mexico. Our mission is to be invaluable to our partners (clients, vendors, industry, and employees) so they cannot imagine success without us, by providing comfortable, reliable and efficient mechanical systems that meet our partners’ needs.

Summary/Objective : Support the business development of service and boiler projects, by ordering tracking and handling parts material and equipment. Data entry for preventive maintenance sales as required to complete, proposals and presentations.

Essential Functions

• High School diploma or equivalent and 3 years related experience.

• Proficient in Microsoft applications including Word, Excel, and Outlook applications.

• Must have knowledge of plumbing, HVAC, refrigeration, and boiler equipment and components.

• Ability to effectively manage multiple projects and tasks simultaneously.

• Prioritizes and organizes own work to meet agreed upon deadlines.

• Possess good judgment and attention to detail. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Responsibilities/Duties

• Support day to day functions of service special project operations.

• Support day to day functions of service maintenance sales operations.

• Order and track parts for service small project quotes.

• Data entry of equipment and materials into proposal system.

• Ensures compliance with company purchasing procedures.

• Updates managers by consolidating, analyzing, and forwarding daily activity summaries.

• Participate, when appropriate, with vendor selection, timely purchasing, pricing accuracy, and delivery to ensure customer service and profit maximization.

• Resolves order and inventory problems by investigating data and history; identifying alternate means for filling orders; and notifying managers and customers.

• Maintains customer databases by inputting customer profiles and updates as needed.

• Build and maintain rapport and positive working relations with field, office, and management personnel to resolve problems, exploit opportunities, and maximize profits

• Work with the assigned salesperson and Special Projects Managers at each of their accounts to ensure customer satisfaction.

Time management

• Able to plan and efficiently schedule appointments and manage personal time to assure goals are met.

Technical Knowledge

• Continually grows knowledge in Plumbing, HVAC, Boiler and Refrigeration equipment and components.

Survey and Pricing

• Able to interpret Plans, Specs, Contracts, and risk associated with varying site conditions.

• Prepare cost estimates of jobs according to labor and material requirements using company pricing policies, with guidance of higher-level management.

Purchasing

• Participate, when appropriate, with vendor selection, timely purchasing, pricing accuracy, and delivery to ensure customer service and profit maximization.

Documentation & Company Compliance

• In a timely fashion, prepare complete clear and concise reports, proposals booking packets, and other required company paperwork.

• Maintain written supportive information relative to delays, changes, special conditions, and schedules.

• Monitor field paperwork for accuracy.

• Update job knowledge by participating in and identifying educational opportunities.

• Reading and relaying the content of professional publications, maintaining personal networks, as well as occasionally participating in professional organizations.

• Encourage and enforce safety policies.

• Provide support for any special projects or assignments, assigned by your manager.

Competencies

• Clerical – Knowledge of administrative and clerical procedures and systems, such as word processing, spreadsheet maintenance, managing files and records, and other office procedures and terminology.

• English Language – Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition and grammar.

• Customer and Personal Service – Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.

• Computers – Knowledge of computer software, including applications.

• Administration and Management – Basic knowledge of business and management principles, and resource allocation.

• Writing – Communicating effectively in writing as appropriate for the needs of the audience.

• Active Listening – Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.

• Reading Comprehension – Understanding written sentences and paragraphs in work related documents.

• Speaking – Talking to others to convey information effectively.

• Time Management – Managing one’s own time as it relates to the position and duties.

• Service Orientation – Actively looking for a way to help people.

• Coordination – Adjusting actions in relation to others’ actions.

• Critical Thinking – Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.

• Judgment and Decision Making – Considering the benefits of potential actions to choose the most appropriate one.

• Monitoring – Monitoring/Assessing performance of yourself to make improvements or take corrective action as it relates to the position and duties.

Unable to provide immigration sponsorship for this position.

#LI-AR1 #LI-Onsite

Health and Welfare Benefits

• Health and Welfare

• Medical

• Dental

• Vision

• Prescription drug

• Employee assistance program

Personal Benefits

• Paid vacation

• Company-paid holidays

• Sick leave

Financial Benefits

• 401(k) retirement savings plan

• Company-paid long-term disability insurance

• AD&D insurance

• Life insurance

About Legence

Legence, a Blackstone portfolio company, is an Energy Transition Accelerator™ that provides advisory services and implementation focused on financing, designing, building, and servicing complex systems in mission-critical and high performance facilities. With five decades of expertise in the built environment, Legence has a proven track record of reducing carbon emissions, implementing renewables, lowering utility costs through efficiency consumption, and making systems run better at unmatched speed and scale. To learn more about Legence and its services, visit https://www.wearelegence.com/ .

Contingent Employment Statement

Offers of employment for this role may be contingent upon successfully passing a background check and/or drug screen. Execution of screens will vary based on role requirements and Company policy. All background checks and drug screens will be done in accordance with applicable federal, state, or local law.

Equal Employment Opportunity Employer

Legence and its affiliate companies are proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), parental status, national origin, age, disability, genetic information (including family medical history), political affiliation, military service, other non-merit-based factors, and any other characteristic protected under applicable local, state or federal laws and regulations.

EEO is the Law (https://www.eeoc.gov/employers/eeo-law-poster)

Reasonable Accommodations

If you require assistance applying online, email ta@wearelegence.com . Please include a description of the specific accommodations you are requesting as well as the job title and requisition number of the position for which you are applying. If you are selected for an interview, please notify your recruiter of your accommodation needs. All efforts to provide reasonable accommodations will be made.

To all recruitment agencies

Legence and its affiliate companies do not accept unsolicited agency resumes. Do not forward resumes to our career’s alias or employees of Legence and/or its affiliate companies. Legence and/or its affiliate companies are not responsible for any fees related to unsolicited resumes. Any third-party recruiting agreements for Legence and its affiliate companies may only be executed by Legence Holdings LLC’s CHRO or Director of Talent Acquisition, without exception. All others are done without proper authorization and will not be honored. We will not be responsible for any fees under any third-party recruiting agreement not executed by said authority.

Pay Transparency Nondiscrimination Provision

Legence and its affiliate companies will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

Other details

• Pay TypeHourly

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• Yearout, 8501 Washington St. NE, Albuquerque, New Mexico, United States of America