Vixxo is seeking a full-time HVAC Trade Specialist to sit in our Dallas or Wichita office.
Role Summary
The HVAC Trade Specialist is the technical knowledge anchor inside Vixxo's AI-first HVAC operating model.
This role brings practical HVAC expertise into daily execution, service provider selection, scope review, quote validation, repair-versus-replacement decisions, recurring-issue diagnosis, project-transition identification, and AI workflow improvement.
This is not a traditional back-office subject matter expert role. The Specialist works inside the operating rhythm of the HVAC team. They help the team make better HVAC decisions earlier in the service-request lifecycle, improve first-time fix, reduce callbacks, protect margin, strengthen provider execution, and teach AI agents what good HVAC judgment looks like.
The Specialist is expected to be HVAC-proficient from day one. They do not need to be the final authority on every commercial decision, but they must be credible enough to help operators, the HVAC leader, account teams, project teams, and service providers separate routine work from true trade risk.
What The Role Owns
AI-First Expectations
The HVAC Trade Specialist does not sit outside the AI-first model. They are one of the people who make the model credible.
The Specialist works with the HVAC leader, operators, project partners, service provider management, account teams, and technology partners to turn HVAC expertise into repeatable AI-assisted workflows. The goal is not to replace trade judgment. The goal is to scale it, make it more consistent, and move it earlier in the work lifecycle.
Expected AI-enabled work includes intake triage and issue classification, asset and equipment-type identification, missing information detection, prior history and recurrence review, service provider matching and capability scoring, scope and quote reasonableness checks, repair-versus-replacement decision support, PM scope and completion review, escalation detection, reactive-to-project handoff detection, invoice and closeout documentation review, pattern capture for future agent training, and prompt, template, and operating-rule improvement based on daily execution.
The Specialist is accountable for trade accuracy. AI can surface patterns, summarize history, draft questions, and recommend next steps. The Specialist validates whether the HVAC logic is sound.
Role Boundaries
The HVAC Trade Specialist should make the HVAC leader, operators, and project partners smarter, faster, and more consistent. The role should not create a second chain of command.
The Specialist owns the quality of HVAC expertise flowing into decisions. The Specialist does not independently own the pod P&L, final rate posture, team performance, customer relationship, or service provider relationship unless those responsibilities are explicitly delegated by the accountable leader.
The Specialist may support both reactive and project work. If the role supports both, the team still needs to define who the Specialist reports to, which meeting cadence the Specialist attends, who sets priorities when reactive and project work compete, when work transfers from reactive execution to project management, and who owns service provider direction once a handoff occurs.
Reactive And Project Interface
HVAC work often begins as reactive service and becomes project-level work: replacement, retrofit, major repair, install, or scoped capital work. This role should help identify those transitions earlier and with better technical clarity.
The Specialist should support the handoff by identifying work that should move from reactive execution into project-level management, summarizing diagnosis, asset condition, scope, and provider recommendation before handoff, reviewing whether a quote is truly repair work, replacement work, or project work, aligning with HVAC Projects on equipment inputs, install requirements, site constraints, and service provider capability, and feeding lessons back into AI handoff triggers so future work routes more cleanly.
Qualifications
Required:
Preferred:
What Success Looks Like
First 30 Days:
At Vixxo, we are an equal opportunity employer.. We seek to create diverse and inclusive teams that reflect the variety of the clients and communities we serve, and we believe this is our competitive advantage. Therefore, we do not discriminate on race, color, gender, illness, disability, gender identity, sexual orientation, age, national origin, familial status, military status, or religion.
