Service Agent Assistant

Service Agent Assistant

Position Overview

As a Service Agent Assistant at a Modigent operating company, you will provide administrative and operational support to the Service Sales team. You will ensure proposals, contracts, customer information, and sales processes are completed accurately, efficiently, and on time. This role serves as a key liaison between Sales, Operations, Accounting, and customers, helping drive revenue growth while delivering an exceptional customer experience.

Duties and Responsibilities

• Prepare, review, and distribute sales proposals, quotations, and service agreements.
• Process customer contracts, purchase orders, and change orders accurately and promptly.
• Maintain and update customer records within the CRM system.
• Track sales opportunities, contract renewals, and follow-up activities.
• Coordinate with Operations and Dispatch to ensure seamless project execution.
• Monitor contract status and proactively notify the sales team of upcoming renewals and expirations.
• Generate weekly and monthly sales reports, KPI dashboards, and pipeline updates.
• Assist with bid submissions, RFP responses, and supporting documentation.
• Coordinate customer onboarding, vendor setup, and compliance documentation.
• Manage incoming sales inquiries and route them to the appropriate Account Manager.
• Support invoice preparation and assist with collections in coordination with the Accounting Department.
• Schedule customer meetings, presentations, and sales-related events.
• Maintain organized electronic sales files and documentation.
• Assist with marketing materials, presentations, and customer communications.
• Perform additional administrative duties as needed to support the Sales Department.

Supervisory Responsibilities None (individual contributor role).

Requirements/Qualifications

• Experience: 2–5 years of administrative or sales support experience. Experience in commercial HVAC, plumbing, mechanical contracting, construction, or facility services is preferred.
• Education: Associate or bachelor’s degree in Business Administration, Marketing, or a related field preferred; equivalent experience considered.
• Physical Demands: Primarily office-based work with prolonged periods of sitting and computer use. Occasional travel for customer meetings, training, or company events may be required.
• Work Environment/Safety: Professional office setting with hybrid options possible. This is not a safety-sensitive position.

Required Skills

• Proficiency with Microsoft Office Suite (especially Excel, Word, and Outlook).
• Experience with CRM platforms such as Salesforce or BuildOps preferred.
• Excellent organizational, time-management, and multitasking skills.
• Strong written and verbal communication abilities.
• High level of accuracy and attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.
• Professional, customer-focused demeanor.
• Familiarity with ERP systems (Jonas, Viewpoint, Sage, or similar) and service contracts/maintenance agreements is a plus.

Modigent Overview Modigent is a national leader delivering next-generation infrastructure, technology, and energy solutions through our family of specialized brands in HVAC, plumbing, and controls systems. With a strong coast-to-coast presence and extensive service capabilities, we empower customers, communities, and our over 1,500 team members to thrive with sustainable, efficient commercial building services. As part of our team, you'll contribute to thoughtful innovation and our people-first culture rooted in service, collaboration, and integrity.

Why Work at Modigent

• Competitive compensation based on experience and level, with opportunities for performance incentives.
• Comprehensive benefits including medical, dental, and vision coverage, plus HSA options with employer contributions in select plans, and company-paid basic life and accidental death & dismemberment insurance.
• Paid time off, holiday pay, and a 401(k) retirement savings plan to support your long-term financial well-being.
• Professional development through hands-on training, mentorship, and clear career advancement paths across our nationwide operating companies.
• Inclusive, supportive culture that values diversity, dignity, respect, collaboration, integrity, and personal fulfillment—empowering you to build a rewarding, long-term career.

Equal Opportunity Statement Modigent is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, veteran status, genetic information, or any other protected characteristic.

Third-Party Recruitment Policy Modigent and its wholly-owned operating companies will not pay any fees for candidate introductions, resumes, or placements from recruiters, employment agencies, or staffing firms without a prior, signed recruitment agreement specifically authorizing submission for a designated position. Unsolicited resumes or candidate submissions will not obligate Modigent to any payment, and we reserve the right to pursue and hire such candidates without liability. Agencies are requested to refrain from contacting hiring managers directly; all inquiries and submissions must go through our Talent Acquisition team.