HVAC Project Manager in Newburyport, Massachusetts at Caswell Mechanical Inc

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