Branch Manager - HVAC Supply

Branch Manager

Company / Location: Dallas, Texas

Reports To: Vice President of Branch Operations

Direct Reports: Sales Supervisor, Warehouse Manager, and Office Manager

Position Summary

The Branch Manager is accountable for the overall performance of the branch, including sales, operations, customer service, employees, inventory, expenses, and profitability. This position leads through the branch’s functional managers, ensures company policies and controls are followed, and takes action to achieve financial and operational goals.

Essential Duties and Responsibilities

• Provide overall leadership and direction for branch operations, sales, customer service, and financial performance.
• Manage and hold the Sales Supervisor, Warehouse Manager, and Office Manager accountable for department and branch results.
• Own branch financial performance by reviewing the P&L, budgets, expenses, forecasts, and significant sales, margin, labor, overhead, and inventory variances.
• Develop and implement plans to improve sales, profitability, productivity, service, and operational efficiency, and verify that corrective actions produce results.
• Oversee sales priorities, territory coverage, pipeline quality, customer retention, and forecast accuracy through the Sales Supervisor.
• Ensure customers receive timely, professional service and resolve escalated customer concerns.
• Oversee inventory control, warehouse operations, deliveries, service work, and contractor activity to ensure effective execution and appropriate operational controls.
• Provide oversight of office administration, purchasing, billing, accounts receivable, pricing, and branch records to ensure effective and timely branch support.
• Monitor staffing, scheduling, overtime, freight, and other operating expenses within approved budgets and based on business needs.
• Hire, train, coach, evaluate, and develop employees in partnership with Human Resources. Clarify responsibilities and maintain appropriate backup coverage.
• Promote a safe, organized, and professional work environment and ensure compliance with company policies, procedures, and internal controls.
• Maintain branch facilities, equipment, vehicles, records, and business continuity needs.
• Communicate effectively with employees, customers, vendors, Finance, Human Resources, and company leadership.
• Perform other duties and participate in additional activities as assigned.

Supervisory Responsibilities

Directly supervises the Sales Supervisor, Warehouse Manager, and Office Manager. Responsibilities include directing work, setting expectations, providing coaching and training, evaluating performance, and addressing employee matters in accordance with company policy.

Required Qualifications

• Previous management experience in branch operations, distribution, sales, or a related environment.
• Experience managing employees, budgets, inventory, customer service, and operational performance.
• Ability to read and understand financial reports and use business information to make decisions.
• Strong leadership, communication, organization, problem-solving, and decision-making skills.
• Ability to manage multiple priorities and work effectively with employees, customers, vendors, and company leadership.
• Proficiency with ERP systems and Microsoft Office applications, including Excel, Outlook, and Word.

Preferred Qualifications

• Bachelor’s degree in business, operations, management, or a related field, or an equivalent combination of education and experience.
• Experience in filtration, HVAC, industrial, manufacturing, MRO, or distribution operations.
• Experience with Oracle or a comparable ERP system.
• Experience with continuous-improvement methods, including Lean or Six Sigma.
• NAFA Certified Air Filter Specialist or NAFA Certified Technician designation.

Working Conditions

This position is primarily on-site in Dallas and requires regular interaction in office, warehouse, customer, and service environments. Local travel and occasional operational coverage outside normal business hours may be required. The employee must follow all company safety requirements and policies. Essential functions, classification, and accommodation requirements will be administered in accordance with applicable law and company policy.