Sergio Rodriguez
Whittier
Summary
Dynamic HVAC Operations Manager with proven success at Service Hero, excelling in team leadership and operations management. Achieved significant cost reductions through strategic inventory control and enhanced employee motivation. Skilled in P&L management and customer relationship management, fostering high-performance teams and driving exceptional service delivery. I’ve turbocharged productivity by expertly analyzing reports and optimizing workflows, leading to a remarkable 20% reduction in operational costs since October 2024! My passion for empowering teams shines through as I inspire and train technicians, fostering a culture of excellence that consistently exceeds sales goals and elevates customer satisfaction! With a keen eye for detail and strong organizational skills,
Overview
15
15
years of professional experience
1
1
Certification
Work History
HVAC Operations Manager
Service Hero/ Rotter Hero
10.2024 - Current
- Reads, analyzes and interprets written or verbal reports,
correspondence or proposals and blueprints - Assists employees in diagnosing commercial HVAC equipment
- Prepares estimates and proposals
- Review financial statements, sales and activity reports, and
other performance data to measure
productivity and goal achievement and to determine areas
needing cost reduction and program
improvement - Requisitions and keeps inventory of tools, equipment and
materials - Studies production schedules and estimates labor
requirements for completion of job assignment - Directs employees engaged in dismantling, assembling and
installing equipment - Interprets and communicates company policies to employees Inspects and monitors work areas,
- Suggest changes in working conditions and processes to increase efficiency of branch
- Analyzes and resolves work problems, or assists employees in solving work problems
- Initiates or suggests plans to motivate employees to achieve performance goals
HVAC Service and Sales Manager
Veteran Air
02.2024 - 10.2024
- Increased sales revenue by developing and implementing effective sales strategies.
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
- Built long-lasting client relationships through excellent customer service and consistent followups.
- Led a successful sales team by providing motivational coaching and performance-based incentives.
- Organized regular sales meetings to review progress, share best practices, and set achievable targets for continued success.
- Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
- Managed key accounts with strategic planning and relationship building, resulting in increased customer loyalty and repeat business.
- Overcame objections from potential clients by addressing concerns effectively and offering customized solutions based on their unique needs.
- Negotiated contracts with vendors and suppliers, ensuring the best pricing and terms for company profitability.
- Consistently met or exceeded quarterly sales targets through diligent effort and persistence in closing deals.
- Provided ongoing training and mentorship for junior sales staff, fostering professional development and career growth.
- Evaluated competitor offerings to adapt sales strategies and maintain competitive advantage.
- Implemented CRM systems for better tracking of leads, improving follow-up processes and communication within the team.
- Streamlined sales processes for efficiency, adopting new CRM tools and technologies.
- Enhanced sales team morale and cohesion, organizing team-building activities and maintaining open communication channels.
- Expanded market share by identifying and penetrating untapped markets.
- Spearheaded launch of new products, conducting market research and guiding development team on customer needs.
- Managed accounts to retain existing relationships and grow share of business.
- Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues.
- Prepared sales presentations for clients showing success and credibility of products.
- Coached and promoted high-achieving sales and account management employees to fill leadership positions with qualified staff and boost company growth.
- Maintained financial controls, planned business operations and control expenses while identifying and pursuing opportunities to grow business operations and boost profits.
HVAC Service Manager
All Pro Plumbing Heating and Air
08.2021 - 07.2022
- Met with customers to discuss service needs and offer available solutions.
- Resolved escalated customer complaints professionally, turning potentially negative experiences into opportunities for continued patronage.
- Hired, trained and supervised team of service staff members to meet business goals.
- Analyzed service reports to identify areas of improvement.
- Managed a team of technicians, ensuring timely completion of projects and high-quality workmanship.
- Maintained a safe working environment by enforcing strict safety protocols and providing ongoing staff training on proper equipment use.
- Met with customers to discuss service needs and develop effective and practical solutions.
- Coordinated with other departments to maintain streamlined and productive workflow.
- Reduced service downtime for clients by proactively addressing potential issues and maintaining clear communication channels.
- Developed and maintained positive relationships with customers to build rapport and trust.
- Coordinated warranty claims processing, advocating on behalf of customers to ensure prompt resolution of covered repairs or replacements.
- Conducted regular performance evaluations for staff members, offering constructive feedback and facilitating professional development opportunities.
- Increased repeat business by fostering strong client relationships through personalized service and frequent follow-ups to ensure satisfaction.
- Pioneered sustainability initiative within service operations, reducing waste and promoting eco-friendly practices.
- Ensured compliance with safety regulations by regularly inspecting equipment and workspaces.
- Optimized inventory management, reducing excess stock and improving parts availability for service tasks.
- Established proactive maintenance program for service equipment, reducing downtime and maintaining high service standards.
- Spearheaded digital transformation initiative, introducing new software tools to improve service scheduling and customer communication.
- Increased team productivity with introduction of new performance management system, focusing on individual strengths and areas for improvement.
- Streamlined service delivery processes, reducing wait times for customers by implementing efficient scheduling systems.
HVAC Install Manager
Power Pro Plumbing and Heating and Air
05.2021 - 08.2021
- Used hand tools, power drills, multi-meters and watt meters.
- Utilized Service Titan to maintain and update customer information, repair logs and inventory.
- Participated in educational opportunities, maintaining working knowledge of company network and reading technical publications.
- Met with customers onsite to develop installation strategy and coordinated with staff to facilitate access to product locations.
- Conducted periodic maintenance inspections as stated by contract or customer.
- Mentored junior team members in proper installation techniques, enhancing overall team performance.
- Managed scheduling of installation projects, effectively coordinating resources to meet deadlines while minimizing downtime for clients.
- Optimized work schedules to minimize overtime costs while maintaining high-quality installations results for clients.
- Developed and implemented quality control measures to ensure accurate installations and reduce callbacks.
- Obtained building and specialty permits from local jurisdictional agencies.
- Led design and development of residential and commercial buildings.
HVAC Operation Manager
The Right Choice Heating and Air
05.2016 - 05.2021
- Managed and motivated employees to be productive and engaged in work.
- Accomplished multiple tasks within established timeframes.
- Maintained professional, organized, and safe environment for employees and patrons.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Maximized performance by monitoring daily activities and mentoring team members.
- Cross-trained existing employees to maximize team agility and performance.
- Developed a strong company culture focused on employee engagement, collaboration, and continuous learning opportunities.
- Improved safety procedures to create safe working conditions for workers.
- Built high-performing teams through effective recruitment, onboarding, and talent development initiatives.
- Managed budgets effectively, ensuring optimal financial performance while investing in necessary resources for business growth.
- Reduced operational costs through comprehensive process improvement initiatives and resource management.
- Improved marketing to attract new customers and promote business.
- Streamlined workflows by identifying bottlenecks in existing systems and implementing appropriate solutions.
- Managed budget allocations to prioritize spending on high-impact projects, optimizing resource utilization.
- Boosted employee morale and reduced turnover through development and implementation of comprehensive rewards and recognition program.
- Achieved significant cost savings by renegotiating contracts with key vendors, without compromising service quality.
- Enhanced team productivity by implementing agile methodologies, leading to more efficient project completion.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Improved staffing during busy periods by creating employee schedules and monitoring call-outs.
- Defined clear targets and objectives and communicated to other team members.
- Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
- Developed detailed plans based on broad guidance and direction.
- Managed senior-level personnel working in marketing and sales capacities.
HVAC Helper, Installer, Service Technician, Sales
Acme Heating and Air Conditioning
02.2010 - 03.2018
- Supported company growth by maintaining a positive attitude, strong work ethic, and commitment to excellence in all tasks performed.
- Assisted in the installation of new heating, ventilation, and air conditioning systems for enhanced energy savings.
- Participated in ongoing training programs to stay current on industry trends, best practices, and new technology advancements in the HVAC field.
- Maximized job site efficiency with proper preparation of materials needed for each assignment according to specifications provided by senior technicians or project managers.
- Streamlined inventory management by organizing tools and equipment for easy access during job assignments.
- Increased client retention through professional communication and exceptional service during routine maintenance visits.
- Boosted overall team performance by contributing valuable input during problem-solving sessions focused on challenging HVAC-related issues.
- Improved system efficiency by conducting regular maintenance on HVAC systems.
- Read blueprints, wiring diagrams, piping schemes and engineering specifications to diagnose and repair units.
- Contributed to successful project completion by effectively following instructions from lead technicians or supervisors.
- Investigated major malfunctions and breakdowns of heating and air-conditioning systems and used troubleshooting to determine causes.
- Kept accurate records of time and materials used for each job to compile into service reports.
- Set up ladders and other access equipment.
- Followed safety protocols on job sites.
- Cleared work sites of hazardous items.
- Installed new equipment in multiple customer locations.
- Maintained tools and equipment in good working condition.
- Set up and tested equipment in customer locations.
- Operated variety of power tools and hand tools.
- Cleaned and lubricated components to maintain optimal performance.
- Inspected and tested machinery and equipment to diagnose malfunctions.
General Parking and Valet Manager,
Universal Studios
05.2014 - 05.2015
- Oversaw staff scheduling, ensuring adequate coverage during peak periods without sacrificing quality of service.
- Enforced safety protocols among staff members to minimize accidents and damages to customer vehicles.
- Reduced wait times for customers by implementing efficient vehicle retrieval systems.
- Maintained a clean and organized parking area to ensure quick and easy access to vehicles.
- Conducted regular performance evaluations for staff members, providing feedback and coaching as needed to improve overall team performance.
- Handled customer complaints professionally, working towards swift resolution and maintaining client satisfaction.
- Ensured timely vehicle retrieval through effective management of traffic flow within the parking area.
- Created a safe work environment by regularly reviewing safety procedures, conducting drills, and addressing any hazards promptly.
- Facilitated communication between team members, clients and families.
- Ordered materials, supplies or equipment for special projects.
- Inspected equipment to maintain proper functioning during peak activity.
Education
High School Diploma -
El Rancho
Pico Rivera, CA07-1999
Skills
- Problem-solving
- Team leadership
- Operations management
- Customer service
- Staff training
- Management
- Inventory management
- Operations oversight
- Employee motivation
- Staff development
- Performance monitoring
- MS office
- Goal setting
- Inventory control
- Schedule management
- Performance management
- KPI tracking
- Customer relationship management (CRM)
- P&L management
- Budgeting and forecasting
- Financial management
- Expense reports
- Performance evaluations
Accomplishments
- Reduced operational expenses by 20% by streamlining branch operations.
- Supervised team of 60 staff members.
- Saved the company approximately $600,000 in labor cost by insuring that the install department have up to zero recalls and reinstallation of new equipment do to ensuring all installations were engineered and installed properly.
- Achieved 50% to 75% conversion rate for service team by completing in depth sales training process.
- Achieved a 30% increase of sales of membership plans.
Certification
EPA Universal
Languages
English
Native or Bilingual
Spanish
Limited Working
Timeline
HVAC Operations Manager
Service Hero/ Rotter Hero
10.2024 - Current
HVAC Service and Sales Manager
Veteran Air
02.2024 - 10.2024
HVAC Service Manager
All Pro Plumbing Heating and Air
08.2021 - 07.2022
HVAC Install Manager
Power Pro Plumbing and Heating and Air
05.2021 - 08.2021
HVAC Operation Manager
The Right Choice Heating and Air
05.2016 - 05.2021
General Parking and Valet Manager,
Universal Studios
05.2014 - 05.2015
HVAC Helper, Installer, Service Technician, Sales
Acme Heating and Air Conditioning
02.2010 - 03.2018
High School Diploma -
El Rancho
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