Operations Coordinator - Therma
Job Summary:
The Operations Coordinator plays a critical role in supporting Therma by facilitating the job request process and customer setup and maintenance. This position is responsible for opening job numbers for Project Managers and staff using Job Estimate Forms and ensuring accurate and efficient job setup. The Operations Coordinator will also assess and setup new customer and maintain existing. Collaboration with internal teams will be required to maintain job tracking, compliance, and reporting.
Key Responsibilities:
- Process job requests by reviewing and validating Job Estimate Forms submitted by Project Managers and other stakeholders.
- Assign job numbers and ensure accurate data entry into internal management systems.
- Partner closely with multiple teams to maintain accurate job records and ensure compliance with company policies.
- Generate and distribute job-related reports as needed.
- Utilize Office 365 and Excel to manage job data, track updates, and analyze information.
- Communicate with internal stakeholders regarding job setup status, discrepancies, and required updates.
- Assist in process improvement initiatives related to job setup and tracking.
- Review customer credit applications and assess following the standard operating procedures.
- Maintain confidentiality and accuracy of job-related & customer financial and operational information.
- Support Project Group Management and Executives as needed
Qualifications & Requirements:
- Minimum 3 years of experience in job processing, construction, finance, or relevant field preferred.
- Bachelor's degree with a concentration in Accounting or Finance preferred.
- Proficiency in Office 365, including advanced Excel (pivot tables, VLOOKUP, data analysis), Outlook, Word, and Teams.
- Strong attention to detail with excellent data entry and organizational skills.
- Ability to work independently while effectively collaborating with teams.
- Strong communication skills with the ability to engage with multiple departments.
- Prior experience in construction, engineering, or mechanical contracting industries is a plus.
Preferred Skills:
- Experience working with financial/job tracking systems.
- Knowledge of job costing and project management workflows.
- Ability to handle multiple requests and deadlines in a fast-paced environment.
We are unable to provide immigration sponsorship for this position.
#LI-JS1 #LI-Onsite
About Legence
Legence, a Blackstone Portfolio Company, is North America’s leading, integrated provider of energy efficiency and sustainability solutions for the built environment. Legence improves the performance of buildings, making the spaces that shape our lives healthier and more sustainable. We specialize in helping clients decrease operating costs, reduce carbon emissions, and enhance occupant well-being and productivity. From advisory services and design to construction and ongoing maintenance, we offer a comprehensive suite of Stackable Solutions™ across the entire building lifecycle. With over a century of experience, we have the expertise to implement high-performing projects with unmatched outcomes, serving industry leaders in mission-critical and other essential sectors such as data centers, semiconductors, life sciences, healthcare, education, and more.
Benefits Overview
Health & Welfare: Medical, dental, vision, prescription drug benefits, company-paid short term and long term disability, basic group life and AD&D, and mental wellness support through Spring Health.
Time Off Benefits: Paid vacation, company-paid holidays, and paid sick leave.
Financial Benefits: 401(k) retirement savings plan
Reasonable Accommodations
If you need assistance or accommodations during the application or interview process, please contact us at ta@wearelegence.com or your dedicated recruiter with the job title and requisition number.
Third-Party Recruiting Disclaimer
Legence and its affiliates do not accept unsolicited resumes from agencies; any such submissions without a prior signed agreement authorized by Legence Holdings LLC's CHRO or Director of Talent Acquisition will not incur fees and are considered property of Legence.
Pay Disclosure & Considerations
Where pay ranges are indicated, please note that a successful candidate’s exact pay will be determined based relevant job-related factors, including any of the following: candidate’s experience, skills, and qualifications, as well as geographic and market considerations. We are committed to ensuring fair and competitive compensation for all employees and comply with all applicable salary transparency laws.
Equal Employment Opportunity Employer
Legence and its affiliate companies are proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), marital or familial status, national origin, age, disability, genetic information (including family medical history), political affiliation, military service, other non-merit-based factors, and any other characteristic protected under applicable local, state or federal laws and regulations.
EEO is the Law
Other details
- Pay Type Hourly
- Min Hiring Rate $30.00
- Max Hiring Rate $35.00
- Travel Required No
- Required Education Bachelor’s Degree
- Therma, 1601 Las Plumas Avenue, San Jose, California, United States of America