Demo

Technical Service Advisor

Watsco
Charlotte, NC Full Time
POSTED ON 1/25/2025
AVAILABLE BEFORE 4/22/2025

About Us

Baker Distributing Company is one of the largest distributors of HVAC, refrigeration and food service equipment in the U.S. We have been in business for nearly 75 years; we are visionaries! We are innovating the distribution industry every single day as we transform our company into a world-class supply chain. Our 1,400 employees and 200 locations serve 50,000 active customers. Our corporate headquarters is in Jacksonville, Fl. and we are a subsidiary of Watsco (NYSE : WSO).

At Baker, we are utilizing emerging technologies and innovations to diversify our portfolio and our service offerings to deliver a best-in-class customer experience.

People are the core of our businessthose who work for us (our employees), those who work with us (our suppliers and vendors) and those we work for (our customers). While some of our employees are the most experienced in the industry, we are always seeking new talent with fresh ideas. If you have a keen sense of respectfor yourself and others; an unfaltering devotion to integrity; the drive to provide consistency; the tenacity to strive for excellence; and embody the spirit of teamwork, we would love to talk with you.

Job Description

Job Summary

A Technical 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.

And here is what you will need to be successful :

Job Summary

A Technical 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 General Education Degree (GED) preferred.
  • Proficient in Microsoft Office
  • Excellent oral, written and verbal communication skills
  • Strong problem-solving skills and attention to detail
  • Effectively multi-task and have the ability to learn quickly
  • Licensing and Certifications : Valid driver license and / or CDL license

    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.

  • Must be able to frequently lift up to 50 pounds.
  • The employee frequently is required to stand sit or walk, climb, kneel, crouch, or crawl.
  • Ability to utilize a computer keyboard, computer monitor, and telephone for prolonged periods of time.
  • Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
  • The employee may use equipment such as forklifts, pallet jacks and other warehouse equipment.
  • Skills

  • Strong negotiation and interpersonal skills, including the ability to communicate on all levels within internal and external groups.
  • Excellent facilitation skills
  • Excellent customer service mindset with the ability to develop long term relationships
  • Excellent written and verbal communication skills
  • Excellent analytical aptitude with a proven ability to analyze / interpret data
  • Strong and creative problem-solving skills
  • Ability to work independently and in a team environment
  • Proactively seeks continuous process and service improvements
  • Must be proficient in speaking, reading, and understanding English to ensure full compliance with safety standards, training, policies, and procedures.
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