HVAC Commercial Accounts & Service Ops Manager

Jobot; Rohnert Park (CA); On-site; USD 85,000 - 115,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Company paid life insurance

Paid time off

Holidays

Retirement savings

Job summary

Jobot is seeking a Service Operations Representative in Alameda, CA to act as the key link between customers, technicians, and the service team. You will organize PMAs and core service work orders from start to finish, coordinate visits, scheduling, and site requirements, and support renewals to improve retention.

The role emphasizes customer interaction, fast-paced operations, and keeping service activities running smoothly in a mid-sized contractor setting.

Qualifications

• Experience in HVAC/mechanical/service operations.
• Proficiency in Microsoft Office Suite.
• Understanding of service contract management and customer service.
• High school diploma or equivalent.

Responsibilities

• Coordinate first-time preventive maintenance visits by communicating with customers and technicians.
• Confirm booking details, including scope of work, equipment information, visit counts, and billing details.
• Track site access requirements, security protocols, keys, badging, and other site-specific information.
• Proactively contact customers regarding PMA renewals, pricing updates, and retention opportunities.
• Maintain accurate PMA records and resolve missing or incomplete information with technicians, customers, and internal teams.
• Document customer feedback, service notes, and communication outcomes in the service management system.

Skills

Customer service

Microsoft Office

Contract management

Process improvement

Education

High school diploma or equivalent

Tools

Service management software

Job description

Jobot is seeking a Service Operations Representative in Alameda, CA to act as the key link between customers, technicians, and the service team. You will organize PMAs and core service work orders from start to finish, coordinate visits, scheduling, and site requirements, and support renewals to improve retention.

The role emphasizes customer interaction, fast-paced operations, and keeping service activities running smoothly in a mid-sized contractor setting.