Technical Support & CRM Implementation Engineer (HVAC)

We at Acxelsus are on a mission to showcase exceptional Filipino talent globally. Beyond educational credentials and professional experience, we highly prioritize passion, dedication, loyalty, and a proactive attitude towards personal growth.

Our foundation is built upon a set of core values - R.I.G.H.T. - representing Reliability, Integrity, Goal-Oriented mindset, Happiness, and Teamwork. These values define our identity and guide our approach to achieving success.

Job Overview

This role will help the client set up its new off-the-shelf service CRM and, once it is live, move into a service or sales support role based on business needs. The role begins with configuring the system around the team's existing processes, organizing data, and testing workflows, alongside sales support and service support.

This is a hands-on role for an early-career engineer who is comfortable with software, learns quickly, and is flexible across roles.

Key Responsibilities

CRM Implementation (Initial Phase)

• Platform Setup: Set up and configure the client's off-the-shelf service CRM to match the team's real workflow, including customers, jobs, service records, and quotes.

• Data Setup: Load and organize the customer, product, and parts data the team actually uses, keeping lists and fields short and relevant.

• Testing & Vendor Coordination: Test workflows end to end before the team starts using them, and work with the vendor's support or onboarding team on setup questions.

• Documentation: Keep simple notes on the setup and key workflows for the team.

• Simple Automation: Use the platform's built-in automation features or simple tools to reduce repetitive tasks.

Sales Support

• Chiller Selection: Select suitable chillers and heat pumps based on customer requirements and technical data.

• Quote Preparation: Prepare equipment and spare parts quotes, reviewing technical requirements and part numbers before they are sent.

Service Support

• Technical Support: Respond to after-sales technical inquiries by email and, as technical proficiency develops, by phone.

• Service Coordination: Support commissioning, warranty, and post-warranty service coordination as needed.

Learning & Flexibility

• Technical Learning: Independently review product manuals, training modules, and technical materials to build product and system knowledge.

• Role Flexibility: Move between CRM, sales, and service support as business needs change, and transition to the Service or Sales team once the CRM is live.

Qualifications

• Education: Bachelor's Degree in Mechanical Engineering. A licensed RME is an advantage.

• Experience: At least 2 years of work experience in engineering, technical support, sales support, or a related field, including hands-on experience using or configuring a CRM, field service, or similar business system (e.g.,Salesforce, HubSpot, Zoho, ServiceM8). Experience setting up or configuring a system is a strong plus. Exposure to HVAC, refrigeration, chillers, or heat pumps is a plus.

• Functional Skills: Able to understand technical documents and customer requirements and turn them into accurate selections, quotes, and system set-up. A quick learner who is coachable and adaptable, comfortable working across CRM, sales, and service tasks as business needs change.

• Technical Skills: Tech-savvy, comfortable learning and setting up business software and system (CRM or similar), with working skills in Excel or Google Sheets and basic data handling. Foundational knowledge of HVAC, chillers, and heat pumps is preferred.

• Language: Clear written and spoken English, with confidence communicating with customers and team members.

What We Offer

Here at Acxelsus, our people come first. We offer total compensation to ensure our team experiences overall wellness and has the financial resources and support they need.

• Market-competitive salary

• Health & group life Insurance

• Fixed weekends off; Dayshift schedule

• Paid time off and birthday leave

• Learning & development

• Employee recognition

• Work-life balance

• Diverse and positive work environment

Ready to experience the #AcxelsusAdvantage? Join our team today!