Service Sales Coordinator - Therma

San Jose, CA, United States

Therma, 1601 Las Plumas Avenue, San Jose, California, United States of America Req #1402

Therma, a Legence company

For over 50 years, Therma has continued to redefine the mechanical construction landscapes in California. Renowned for outstanding client service and attention to detail, we balance innovative, facility-specific solutions with a pragmatic, cost-conscious approach. Today, the firm employs more than 1,100 people in 3 regional offices, and its clients represent a diverse range of market sectors, including Biopharmaceutical, Education, Healthcare, Food & Beverage, Commercial, Industrial and Data Center facilities. Our culture is open, innovative, collaborative, and fun – all reflected in recognition of Therma as a #1 Best Place to Work on multiple occasions. We create an environment that empowers & challenges employees, giving them the greatest opportunity to succeed.

About the Role

Job Responsibilities include:

Review & Process Therma PM Renewals for your assigned territory/customers

Prepare accurate Renewal Opportunities/Quotations in 60 days in advance of expiration.

Review and analyze P&L on 30+expiring PM’s (Preventive Maintenance) each month before renewal of the contracts.

Negotiate terms of annual Renewals with Customers.

Understand the customer purchase cycle and accurately forecast expected close dates.

Provide Support to all the stakeholders in Preventive Maintenance Team, work closely with the technicians to ensure maintenance are on track to completion.

Work and collaborate with end clients, technicians and account managers to develop a comprehensive proposal for each specific customer sites.

Report results in bi-weekly/monthly reports.

Execute and develop low/tech touch Customer Success activities to drive PM Renewal & Customer Health.

Set-up new Preventative Maintenance contracts in the system following SOP’s, generate work orders and dispatch to the field technicians.

Maintain and track preventative maintenance contracts customer database.

Provide full administrative support to service sales team.

Establish, update and maintain files, records, and other documents as required.

Job Requirements include:

Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).

Excellent written and verbal communication skills both internally and customer facing.

Solid understanding of order processing and coordinating with cross-functional departments.

Demonstrated ability to improve Customer Success for internal and external customers.

Strong Interpersonal Skills and ability to excel in a team-oriented atmosphere.

Demonstrated project management skill and the ability to handle multiple tasks/projects simultaneously.

Prioritize and perform effectively under pressure.

High attention to detail.

Ability to work independently.

Candidate with an HVAC service or construction background is preferred.

1-2 years of experience in an administrative role required.

Work Hours: 7am-4pm

Unable to provide sponsorship for this position.

#LI-JS1 #LI-Onsite Health and Welfare Benefits

Health and Welfare

Medical

Vision

Employee assistance program

Personal Benefits Paid vacation

Company-paid holidays

Sick leave

401(k) retirement savings plan

Company-paid long-term disability insurance

AD&D insurance

Life insurance

About Legence Legence, a Blackstone portfolio company, is an Energy Transition Accelerator that provides advisory services and implementation focused on financing, designing, building, and servicing complex systems in mission-critical and high performance facilities. With five decades of expertise in the built environment, Legence has a proven track record of reducing carbon emissions, implementing renewables, lowering utility costs through efficiency consumption, and making systems run better at unmatched speed and scale. To learn more about Legence and its services, visit https://www.wearelegence.com/ .

Offers of employment for this role may be contingent upon successfully passing a background check and/or drug screen. Execution of screens will vary based on role requirements and Company policy. All background checks and drug screens will be done in accordance with applicable federal, state, or local law.

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), parental 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

Reasonable Accommodations

If you require assistance applying online, email [email protected] . Please include a description of the specific accommodations you are requesting as well as the job title and requisition number of the position for which you are applying. If you are selected for an interview, please notify your recruiter of your accommodation needs. All efforts to provide reasonable accommodations will be made.

To all recruitment agencies

Legence and its affiliate companies do not accept unsolicited agency resumes. Do not forward resumes to our career’s alias or employees of Legence and/or its affiliate companies. Legence and/or its affiliate companies are not responsible for any fees related to unsolicited resumes. Any third-party recruiting agreements for Legence and its affiliate companies may only be executed by Legence Holdings LLC’s CHRO or Director of Talent Acquisition, without exception. All others are done without proper authorization and will not be honored. We will not be responsible for any fees under any third-party recruiting agreement not executed by said authority.

Health and Welfare Benefits Health and Welfare

Medical

Dental

Vision

Prescription drug

Employee assistance program

Personal Benefits Paid vacation

Company-paid holidays

Sick leave

Financial Benefits 401(k) retirement savings plan

Company-paid long-term disability insurance

AD&D insurance

Life insurance

About Legence Legence, a Blackstone portfolio company, is an Energy Transition Accelerator that provides advisory services and implementation focused on financing, designing, building, and servicing complex systems in mission-critical and high performance facilities. With five decades of expertise in the built environment, Legence has a proven track record of reducing carbon emissions, implementing renewables, lowering utility costs through efficiency consumption, and making systems run better at unmatched speed and scale. To learn more about Legence and its services, visit https://www.wearelegence.com/ .

Contingent Employment Statement Offers of employment for this role may be contingent upon successfully passing a background check and/or drug screen. Execution of screens will vary based on role requirements and Company policy. All background checks and drug screens will be done in accordance with applicable federal, state, or local law. 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), parental 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 Reasonable Accommodations

If you require assistance applying online, email [email protected] . Please include a description of the specific accommodations you are requesting as well as the job title and requisition number of the position for which you are applying. If you are selected for an interview, please notify your recruiter of your accommodation needs. All efforts to provide reasonable accommodations will be made. To all recruitment agencies Legence and its affiliate companies do not accept unsolicited agency resumes. Do not forward resumes to our career’s alias or employees of Legence and/or its affiliate companies. Legence and/or its affiliate companies are not responsible for any fees related to unsolicited resumes. Any third-party recruiting agreements for Legence and its affiliate companies may only be executed by Legence Holdings LLC’s CHRO or Director of Talent Acquisition, without exception. All others are done without proper authorization and will not be honored. We will not be responsible for any fees under any third-party recruiting agreement not executed by said authority.

Pay Transparency Nondiscrimination Provision Legence and its affiliate companies will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

Therma, 1601 Las Plumas Avenue, San Jose, California, United States of America

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