Service Administrator

Legence • San Jose, CA

2d • $35 - $40 • Onsite

About The Position

Therma is seeking a detail-oriented and organized Service Administrator to join our team in San Jose, California. This role is responsible for reviewing and preparing completed jobs for invoicing, ensuring labor, material, and equipment charges are accurate and properly documented before jobs are released to the Billing Department. The ideal candidate has strong analytical skills, excellent attention to detail, and thrives working closely with technicians, project teams, and the Billing Department in a fast-paced environment.

Requirements

• High school diploma or equivalent required
• Strong attention to detail and accuracy
• Good interpersonal abilities for working in a team environment
• Excellent written and oral communication skills
• Ability to prioritize and take direction
• Strong analytical and problem-solving skills
• Ability to self-motivate and work productively without supervision
• Working knowledge of Microsoft Word, Excel, and PowerPoint
• Proactive approach/self-starter/takes initiative
• Positive attitude/team player
• Candidates must have current work authorization in the U.S.; visa sponsorship is not available for this position.

Nice To Haves

• Associate's or Bachelor's degree in Business, Accounting, Finance, or a related field preferred.
• Prior experience in billing, accounts receivable, project administration, or a related administrative role is preferred, ideally within the construction or mechanical services industry.
• Experience with billing or job costing software a plus

Responsibilities

• Run reports to identify which jobs are ready to be priced.
• Update the correct labor rate and type based on the job site, the Department the technician works in, date and time the work was performed, and based on if the customer has a PM contract with us.
• Update the correct material mark-up based on the customer agreements.
• Enter equipment charges on jobs.
• Verify if we are invoicing the correct customer.
• Request purchase orders from customers.
• Update the delivery address on each job.
• Update the system with new locations as needed.
• Ensure the technician provides a write-up on each job.
• Verify the labor and materials were charged to the correct job.
• Verify all costs have been charged to time and material jobs before releasing to the Billing Department.
• Ensure the contracts were entered into the system accurately before releasing jobs to the Billing Dept.
• Verify that purchase orders are received for the correct amounts.
• Respond to customer billing requests in a timely manner.
• Understand the billing requirements of each customer.
• Work closely with the technicians and the Billing Department to ensure the invoicing process runs smoothly.

Benefits

• 401(k) Plan with Company Match: Currently match contributions dollar-for-dollar up to 4% of eligible pay; immediate vesting.
• Health & Welfare Benefits: Employer provided medical, dental, vision, prescription drug, Employee Assistance Program and accident & illness coverage.
• Life and Disability Insurance: Employer provided basic life insurance and AD&D valued at 50K coverage amount with the option for voluntary buy up for additional coverage.
• Time Off: Flexible non-accrual vacation (separate from CA sick leave); company holidays per policy.
• Expenses: Business travel and related expenses reimbursed per company policy.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED