Service Agent Assistant

Modigent • Harlingen, TX

14h • Hybrid

About The Position

As a Service Sales Coordinator (internal title: 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.

Requirements

• 2–5 years of administrative or sales support experience.
• Proficiency with Microsoft Office Suite (especially Excel, Word, and Outlook).
• 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.

Nice To Haves

• Experience in commercial HVAC, plumbing, mechanical contracting, construction, or facility services is preferred.
• Experience with CRM platforms such as Salesforce or BuildOps preferred.
• Familiarity with ERP systems (Jonas, Viewpoint, Sage, or similar) and service contracts/maintenance agreements is a plus.

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.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree