Job Description

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Role Profile: Field Service Technical Trainer

Location: Dallas, TX (up to 50% travel within CBSS regions)

Reports To: Employee Development Manager

Employment Type: Full-Time

Cleaver-Brooks Sales & Service is seeking a Field Service Technical Trainer to support the development and readiness of our field service and mechanical workforce. This role is responsible for designing, delivering, and standardizing technical training programs through a mix of classroom instruction, hands-on labs, and in-field coaching. The Field Service Technical Trainer works closely with field leadership and technicians to ensure training translates into safe, effective performance on customer sites. This role plays a key part in supporting service growth objectives by increasing technician competency, certification, and progression, including advancing Control Technicians to Level 3 and above.

Essential Duties and Responsibilities

Field Coaching and Workforce Development

• Coordinate with General Managers and Service Managers to schedule customer site visits for training purposes.
• Conduct structured ride-alongs and field shadowing to reinforce classroom learning in real-world environments.
• Observe technician performance and provide documented coaching feedback related to technical skills, safety practices, customer interactions, and adherence to company procedures.
• Partner with leadership to identify skill gaps, high-potential employees, and underperformance, and support targeted development plans.
• Administer and evaluate competency assessments for Level 1 through Level 3 Control Technicians.
• Serve as a connection point between formal training and field execution to ensure skills are effectively applied.

Training Program Development and Delivery

• Design, develop, and deliver Level 1 and Level 2 Control Technician training, including classroom instruction and hands-on labs.
• Design, develop, and deliver Level 1 Boiler Mechanical training programs.
• Develop and deliver customer-facing skills training focused on service quality and professionalism.
• Create and maintain supplemental learning resources such as job aids, troubleshooting guides, and instructional videos to support ongoing learning.

Onboarding and Ongoing Development

• Support onboarding by delivering orientation sessions for new technicians and mechanics.
• Provide soft skills training to enhance customer communication and professionalism.
• Collaborate with field leadership to track progress and address emerging development needs.

Training Administration and Coordination

• Coordinate logistics for in-person and virtual training sessions, including scheduling, registration, and communication.
• Maintain accurate training records and provide reports on participation, completion, and key training metrics.
• Serve as the primary point of contact for training-related inquiries from managers and technicians.
• Prepare training materials, rooms, equipment, and on-site needs, including meals when applicable.
• Assist with Learning Management System administration, including user support and course assignments.
• Ensure training documentation and course materials remain current and accessible.

Standardization and Continuous Improvement

• Develop and maintain standardized training modules for boiler systems, panels, doors, and control boards.
• Establish consistent documentation, testing criteria, and certification standards.
• Update training content based on field feedback, performance data, and evolving business needs.

Cross-Functional Collaboration

• Partner with Service and Rentals teams to ensure training supports all applicable product lines.
• Support employee engagement and retention efforts by accelerating technician readiness and career progression.

Qualifications and Experience

• Strong hands-on experience servicing, troubleshooting, and maintaining industrial or commercial boiler systems.
• Demonstrated ability to effectively teach and communicate technical concepts to diverse audiences.
• Experience designing and delivering technical training programs preferred.
• Ability to translate complex technical processes into structured, easy-to[1]understand learning content.
• Technical degree or certification preferred.
• Prior experience with Cleaver-Brooks equipment required.

Work Environment and Physical Requirements

• This role includes work in office, classroom, and field environments, including customer sites.
• Travel up to 50% is required.
• The position may involve standing, walking, climbing, and working in industrial settings.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the role.

Benefits of Being a Cleaver-Brooks Employee:

• Competitive salary
• Comprehensive benefits, including medical, dental, vision, maternity support program, discounted virtual physician visits, voluntary medical benefits (Critical Illness, Hospital Care, and Accidental Injury), FSA, HSA, life insurance, short term and long-term disability
• Cash matching 401(k) plan
• Employee assistance program (EAP)
• Pet insurance
• Employee discount program
• Tuition assistance
• Paid time off and 11 paid holidays

Who is Cleaver-Brooks:

Cleaver-Brooks is the market leader in providing fully integrated boiler and burner systems. We lead the boiler/burner industry due to our unmatched distribution network’s ability to deliver the knowledge, service, training, and support that are essential to long-term performance. Our customers will tell you that we are the only equipment provider that manufactures boilers, burners, controls, and a full array of ancillary and aftermarket products. They will also mention that our unique single-source capability means that we can deliver fully integrated boiler room solutions that reduce overall costs and optimize space. It is our focus on products that deliver the most efficient, reliable, safe, and environmentally sustainable solutions that differentiate us in the marketplace. Cleaver-Brooks continues a 90+ year legacy of providing the customers we serve with extraordinary products designed to deliver unsurpassed performance through the power of commitment.

This description indicates the general nature of the tasks and responsibilities required of positions given this classification. It is not intended as a complete list of specific duties and responsibilities. Nor is it intended to limit or modify the right of management to assign, direct, and control the specific duties of individuals performing this function. The Company reserves the right to change, modify, amend, add to or delete from any section of this document as it deems, in its judgement, to be proper.

By applying for this job and providing your mobile number, you consent to receive an initial text message from a Cleaver Brooks Talent Team member. You will have the option to opt out upon receiving the message. Messages may include updates on your application, scheduling initial screenings or interviews, and similar communications. Standard message and data rates may apply, and message frequency may vary.