Banking And Financial Services Jobs in Pacifica, CA

Client Service Representative

Location: Novato, CA (Onsite)

Employment Type: Direct Hire

Industry: Financial Services

About the Company

Our client is a well‐established financial services firm dedicated to providing personalized financial planning and investment strategies built on trust, integrity, and long‐term relationships. Their team supports high‐net‐worth individuals and families with a comprehensive, fiduciary approach to wealth management and client service. The firm prides itself on professionalism, confidentiality, and delivering an exceptional client experience.

Position Overview

The Client Service Representative is a key member of the client experience team and serves as the primary point of contact for clients. This role supports advisors and operations by managing client communications, account administration, and service requests while maintaining the highest standards of accuracy, confidentiality, and professionalism.

The ideal candidate is detail‐oriented, service‐driven, and thrives in a fast‐paced, highly regulated financial services environment.

Key Responsibilities

• Serve as the first point of contact for clients via phone, email, and in person, delivering professional and responsive service
• Manage and maintain client accounts using Redtail CRM and LPL ClientWorks, ensuring accuracy and completeness of records
• Assist with client onboarding, account updates, and service requests
• Coordinate electronic document processing, including e‐signatures and compliance documentation
• Support advisors and operations with scheduling, Zoom meetings, and client follow‐ups
• Collaborate with internal team members to update and process client account changes
• Handle client inquiries and concerns with professionalism, initiative, and discretion
• Maintain strict confidentiality and adhere to compliance requirements, including fingerprinting, attestations, and training participation

Qualifications & Skills

• Previous experience in client service, administrative support, or account management
• Experience in wealth management, financial services, or private client environments strongly preferred
• Proficiency with CRM systems; Redtail CRM experience highly desirable
• Strong organizational and time‐management skills with the ability to prioritize effectively
• Excellent verbal and written communication skills with a strong customer‐service mindset
• High level of professionalism, discretion, and attention to detail
• Ability to work independently while collaborating in a team‐oriented office environment
• Familiarity with financial industry compliance standards is a plus

PRC Baker Places is a non-profit organization dedicated to serving the San Francisco community through legal advocacy, workforce development, financial services, and residential treatment programs. We support formerly homeless adults living with co-occurring mental health and substance use disorders by providing a continuum of integrated direct care services. All of our programs are grounded in a social rehabilitation philosophy that integrates harm reduction and daily living skills within a safe and supportive environment.

Mission Statement: Our mission is to help people affected by HIV/AIDS, substance use, or mental health issues better realize opportunities by providing integrated legal, social and health services that address the broad range of social risk factors that impact wellness and limit potential.

Values that Guide Us: Accountability, Honesty, Integrity, Diversity & Inclusion, Respect

If you're passionate about making a real impact in your community, working in a dynamic, inclusive environment, and helping people rebuild their lives, PRC Baker Places is the place for you.

Position Overview

The Senior Director of Clinical Services is a senior role responsible for maintaining the organization's mission, vision, and strategic priorities into actionable plans and measurable results. This role focuses on client and staff care in the clinical programs.

The Senior Director of Clinical Services partners closely with executive leadership, Senior Management Team, and external stakeholders to align programs with best practices and licensing requirements.

Primary Duties and Responsibilities

• Acts as the clinical authority of assigned CCL licensed programs and other clinical programs.
• Establish clinical systems and standards of care
• Supervises Residential Services Project Director and Case Management Project Director
• Serves as the Administrator for CCL programs
• Participate in LPHA duties.
• Works with direct reports and Finance in maintain program budgets and supplies.
• Ensures program functions smoothly within the larger behavioral health system through building and maintaining community partnerships.
• Establishes and maintains a recovery culture and philosophy within the programs.
• Participate in CQI process.
• Aids in creating clinical program and agency policies and procedures.
• Completes and participates in incident investigations and summaries with PX (HR) and reports findings to Chief Clinical Officer.
• Complete weekly supervision with direct reports and review subordinate's weekly supervision.
• Participates in the hiring, orientation, and annual performance evaluations of staff.
• Participates in management of clinically focused federal, state, and local funding, and other related grants.
• Provides crisis response and intervention, including rotating on-call and after hours assistance, provide crisis consultation to families, public and legal entities.
• Prepare and submit monthly clinical status report of assigned programs.
• Attend meetings in the community and within the agency as a representative of the clinical services.
• Other duties as assigned.
• Promote agency mission, purpose, and values in relationships with internal and external partners.

Minimum Qualifications

• Licensed or Licensed Eligible In California as an LCSW/LPCC/LMFT/Psy.D. or ASW/AMFT/APCC.
• A minimum of five (5) years of experience in community mental healthcare/substance use disorders/HIV-AIDS or integrated healthcare settings.
• A minimum of three (3) years supervisory and/or management responsibilities.
• Self-motivated and directed, demonstrate strong relationship-building skills, have experience with infrastructure development and hold a high value for diversity.
• Demonstrated effective management and leadership skills with diverse populations.
• Has prior supervisor experience of management level clinical and non-clinical staff.
• Ability to establish collaborative partnerships with supervisees, colleagues, and community organizations.
• Strong written and verbal communication skills.
• Knowledge and understanding of trauma-informed and other evidence based therapeutic principles/practices.
• Flexibility, adaptability, and ability to focus attention on workflow processes, procedures, budgetary guidelines, and documentation/productivity standards.
• Effective time management and ability to meet deadlines.
• Must be available to work flexible hours occasionally – including possible nights and weekends – and be part of the agency on-call LPHA
• Proficiency with Microsoft products required
• Exhibit exemplary customer service, compassion, and care in the execution of all duties and interactions.

Salary and Benefits:

This is a full-time, exempt position. PRC Baker Places offers a competitive salary plus medical, dental, and vision insurance for employees and their eligible spouse/children, as well as short/long-term disability, life insurance, employer-matching contributions to 403(b) retirement, generous paid time-off, and professional development.

NOTE: This position must be performed in Washington, DC so relocation to Washington, DC will be required.

Recruitment Incentive: Applicants may be eligible for a $75,000 recruitment incentive in accordance with regulatory requirements. Click apply to view full details and eligibility of this recruitment incentive.

At their core, those who join the Secret Service are courageous, intelligent, strong and determined. A diverse team capable of balancing our investigative mission and fulfilling our protective legacy. Proven to be worthy of trust and confidence. Be tomorrow's Secret Service.

Duties

During the course of their careers, Secret Service Police carry out assignments in protection. Duties include:

• Providing protection for The White House Complex, The Vice President's Residence, The Main Treasury Building and Annex, and foreign diplomatic missions and embassies in the Washington, D.C. area.
• Traveling in support of the Presidential, Vice Presidential, and foreign heads of state/government missions.
• Enforcing mandated protective responsibilities as described under Title 18, United States Code, Section 3056A.

Requirements

• U.S. citizenship is required.
• Possess a current valid U.S. driver's license.
• Must be at least 21 years old at the time of application and under 40 at referral. Exceptions may apply for those with current or prior service in federal law enforcement positions covered by special retirement provisions. The Secret Service has determined that age is essential to the performance of this position.
• Carry and use a firearm. Maintaining firearm proficiency is also mandatory.
• Possess uncorrected visual acuity of no worse than 20/100 binocular. Possess corrected visual acuity of 20/20 or better in each eye.
• Hearing loss, as measured by an audiometer, must not exceed 25 decibels (A.S.A. or equivalent I.S.O.) in either ear in the 500, 1000, and 2000 Hz ranges. Applicants must be able to hear the whispered voice at 15 feet with each ear without the use of a hearing aid.
• Submit to a drug test prior to your appointment and random drug testing while you occupy the position.
• Complete 12 weeks of intensive training at the Federal Law Enforcement Training Center (FLETC) in Glynco, GA or Artesia, NM and 17 weeks of specialized training at the James J. Rowley Training Center in Laurel, MD.
• Certify that you have registered with the Selective Service System or are exempt from having to do so, if you are a male applicant born after December 31, 1959.

One of Swoons top clients in the Artificial Intelligence space is hiring a Professional Services Sourcing manager to join their team out of San Francisco, CA!

Details:

Location: Hybrid - San Francisco

Rate: $80-$95/hour W2

Duration: 6 months to start with chance of extension

This person will bridge strategic category leadership and day-to-day sourcing execution. This role sits between category coordination and category strategy, with a stronger tilt toward sourcing ownership, supplier strategy, and cross-functional deal execution. It will also be involved in M&A activities, helping to integrate the vendors of acquired companies.

Day to Day:

• Lead end-to-end sourcing for professional services engagements, from intake through negotiation, contracting, and award.
• Negotiate MSAs and ISAs with a wide range of professional services firms and align commercial terms to OpenAI's risk and governance standards.
• Build and run competitive processes (RFP/RFQ), including scope shaping, bid evaluation, and commercial recommendation development.
• Partner with Legal, Finance, Security, and Extended Workfoce teams to structure agreements that balance speed, flexibility, compliance, and value.
• Standardize sourcing playbooks, rate card approaches, and service taxonomy to reduce fragmentation across the category.
• Build playbooks and repeatable frameworks for M&A-related sourcing and contract integration activities.

Requirements:

• 8+ years of experience in sourcing, category management, procurement, or commercial operations in fast-scaling environments.
• Strong sourcing and negotiation experience across professional services, consulting, or contingent/advisory spend.
• Experience in M&A post merger integration of contracts
• Experience balancing strategic category goals with high-volume, hands-on sourcing execution.

Hallmark Aviation Services seeks to build a diverse team of highly motivated individuals to provide outstanding service to international airlines at SFO (San Francisco International Airport). We cater to a distinctive clientele.

We offer part-time and full-time positions.

• Excellent advancement opportunities
• Paid training
• Dynamic workplace
• Medical benefits
• Voluntary dental, vision, and a matching 401k plan
• Amazon incentives and travel perks

You will also learn to perform the following functions throughout the course of your employment:

• Learn behind-the-scene workings of an international airport.
• You will rotate through check-in counter, lobby area, departure gate, customs, arrivals and other areas within the airport.
• Experience how to effectively navigate through various challenges and flight activities to ensure on-time performance.
• Enjoy the opportunity to professionally interact with high-profile passengers.
• Partner with port authorities, crew members, and airline personnel to ensure a safe and secure travel experience.

Our teams consist of happy and ambitious individuals who contribute to making a fun and friendly work environment. Does this sound like you?

• Eager to learn new skills
• Organized and logical thinker
• Make quick and rational decisions
• Problem solving
• Ability to adapt quickly to unforeseen situations
• Effective communication skills and good listening skills
• Able to multi-task and carry out duties in a dynamic environment
• At least 18 years of age, high school graduate or G.E.D equivalent.
• Eligible to work in the United States
• English proficient, other languages are a plus.
• Computer savvy

Paid training with our highly knowledgeable and top performing training department.

Hallmark Aviation is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran or disabled status, or genetic information.

If you've come this far, then take the next step towards elevating your skills and building your new career. It's just one click away.

SUMMARY

Hallmark is NOW HIRING friendly, fun, and professional customer service agents to provide exceptional service to our domestic/international airline(s). Great entry-level airline opportunity. Apply today! Basic Requirements

• At least 18yrs old, with a High School Diploma or G.E.D.
• Valid US work Authorization
• Able to speak, read and write in English
• Flexible schedule to work weekends, holidays & overtime
• Basic Math Skills: Adding, Subtracting, Division, and Multiplying
• Computer Literate
• Common sense and organized
• Mental capacity to make quick and rational decisions
• Effective communication skills and good listening skills
• Able to multi-task and carry out duties in a fast-paced environment
• Able to reading & comprehend reference materials, instructions, policies & procedures

DRUG SCREENING REQUIRED AT TIME OF HIRE

ESSENTIAL DUTIES AND RESPONSIBILITIES (other duties may be assigned)

• Perform a variety of duties at an airport including: assist customers with fare quotes; boarding gate functions,
• Perform assignments at the ticket counter, airport lobby, baggage counter, gate check-in, control-center, other functional areas, or rotation through all areas including bag-room, ramp and other terminals
• Maintain appropriate and professional interaction with airline passengers, Client(s), and Crew
• Translate, transcribe when possible
• Take care when handling company assets and be aware of costs associated with damage
• Complete accurate cash handling transactions, manifests, and labelling
• Operate machinery in accordance to operational policies and standards
• Operate computers, printers, & other equipment to enter, access, or manage data and information confidentially
• Reading, Interpretation & Comprehension of reference materials, Instructions, policies & procedures

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• * Varied shifts within a 24 hour clock
• * Some overtime
• * Occasional lifting of 70-100 lbs
• * Long periods of standing and walking long distances
• * Pulling, pushing and moving large bulky items including carts
• * Continuous standing, bending, kneeling, squatting, stooping, grasping and picking up items

Environmental Conditions: Involves continuous people interaction and exposure to aircraft sounds

Hallmark Aviation Services is the emerging force in \"Above-The-Wing\" Airline Passenger Handling Services. Hallmark Aviation Services has earned a reputation for providing first-rate services for some of the world's leading airlines. We invite you to learn more about Hallmark and the ultimate service we provide to our Clients \"Peace of Mind.\"

Equal Employment Opportunity Statement

Hallmark Aviation Services provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Hallmark Aviation Services complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Position Summary

The Account Manager oversees the daily operations of an assigned location, ensuring exceptional service for clients and guests. This role involves managing staff, maintaining strong client relationships, overseeing financial aspects such as revenue and payroll, and performing valet duties when needed.

Primary Objective

To lead and manage valet operations by delivering outstanding guest service, optimizing efficiency, and driving financial performance. The Account Manager focuses on staff development, operational excellence, and customer satisfaction, ensuring a safe, professional, and organized valet experience while continuously improving service quality and business growth.

Duties and Responsibilities

Client Relationship Management

Serve as the primary contact for each property, ensuring contractual obligations are met while fostering open communication, addressing concerns, and building trust with stakeholders to strengthen partnerships and identify opportunities for service improvements and business growth.

Daily Operational Oversight

Manage scheduling, staffing, and quality assurance to ensure smooth daily operations at each location. Conduct regular site visits to identify and resolve issues, maintain equipment, improve processes, and uphold consistent customer service standards.

Financial and Administrative Tasks

Monitor site-level revenue, payroll, and expenses to identify trends and irregularities, working with the Regional Director on cost control and accurate record-keeping to keep operations financially on track and within budget.

Team Supervision and Training

Recruit, train, and coach hourly associates, set clear performance expectations, and foster a positive work environment by modeling professionalism and enforcing company policies to support employee satisfaction and excellent customer service.

Communication and Reporting

Provide regular updates to management through reports on progress, challenges, and account needs, while using personal devices as needed to coordinate promptly during emergencies or urgent situations.

Supervisory Responsibilities

Actively involve staff in planning, decision-making, and process improvement while taking full responsibility for team performance. Maintain an open and accessible leadership style, providing regular feedback, supporting skill development, and encouraging professional growth. Seek and apply feedback from both internal and external customers, promote a culture of quality, and continuously work to enhance processes, services, and supervisory skills to drive team success.

Additional Responsibilities

Other tasks may be assigned as needed to support the company’s overall operational and financial objectives, with the expectation that the management remains flexible and responsive to evolving business needs. Attend required staff meetings and complete assigned training modules in a timely manner. Including but not limited to the ability to work flexible hours when needed, particularly during financial close periods and occasional travel for financial reviews, audits, or corporate meetings. May be required.

Knowledge, Skills, and Abilities

Competency/Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Education/Experience

A high school diploma or GED is required, with at least three years of supervisory experience in parking, hospitality, or a similar customer service field. Additional training or certifications in leadership or business management is beneficial.

Certificates and Licenses

A valid driver’s license and reliable transportation are required for this role, along with maintaining an acceptable motor vehicle record with no more than three moving violations within a three-year period. Candidates must also pass and maintain a clean background check. No special certifications are necessary for this position.

Hospitality, Customer Service, and Communication

Provide exceptional guest service through professional communication, active listening, and personalized assistance, creating a welcoming and memorable experience that aligns with company standards and fosters a positive environment for guests and team members.

Advanced Client Management Skills

Build strong relationships by understanding client needs, resolving issues promptly, and anticipating requirements. Coordinate across locations and adjust strategies to ensure client satisfaction and support long-term partnerships.

Strong Analytical and Problem-Solving Abilities

Analyze revenue and payroll, identify discrepancies, resolve operational inefficiencies, and develop solutions to improve performance and accuracy.

Effective Training and Leadership Skills

Provide hands-on coaching, build strong teams, and ensure consistent operations through knowledge of training methods, operational software, and leadership principles, fostering accountability, clear communication, and employee engagement across multiple sites.

Payroll Management

Manage payroll with a focus on scheduling and overtime control, guiding managers to create efficient schedules that optimize labor costs and improve operational efficiency.

Excellent Communication and Reporting Skills

Provide regular updates to operations and HR while maintaining clear communication with internal departments and external vendors, ensuring complex information is shared clearly and effectively.

Work Environment

The work environment for this role includes both indoor and outdoor settings, requiring collaboration with teams, vendors, and clients on-site and in corporate environments. Associates may frequently use computers, communicate via phone, and perform duties in or around parking facilities. Regular exposure to outdoor weather conditions—including extreme heat, cold, humidity, and wet environments—is expected. The location can be noisy, with moving vehicles operated by the public.

Physical Demands

Valet responsibilities require extended periods of running, standing and walking, along with the ability to lift and carry moderate weights, such as luggage. This role also demands specific vision abilities—including close, distance, peripheral vision, depth perception, and the ability to adjust focus—to maintain situational awareness and ensure the safety of guests, vehicles, and pedestrians on-site.

Cell Phone Use

Employees may be required to use personal cell phones for work-related communication, including coordination with team members, managers, and clients, as well as accessing work applications. Reimbursement for work-related phone usage will follow company policy.

Pay Transparency

PMC is committed to pay transparency and equity among all employees and provides employees an environment where pay transparency and dialogue on compensation are allowed. PMC complies with Equal Employment Opportunity laws as well as federal, state, and local laws on compensation, pay transparency, and pay equity.

Additional Compensation and Benefits

• Health Benefits – Medical, vision and dental insurance – Upon eligibility
• 401K – Upon eligibility
• Supplemental Insurance – Life insurance and critical illness
• Bonus opportunities
• Internal leadership development program
• Paid time off
• Paid training
• Tuition assistance through Bellevue University – Up to $5,250 per year
• Nationwide discounts through Perks at Work
• Military friendly employer

Employee at Will

Employment with PMC is on an at-will basis, meaning either the employee or the employer may end the employment relationship at any time, for any reason, with or without cause or notice, in accordance with applicable laws. A 120-day introductory period applies.

Fair Labor Standards Act (FLSA)

This position is classified as exempt under the Fair Labor Standards Act (FLSA), meaning employees in this role are not eligible for overtime pay for hours worked beyond 40 in a workweek at a rate of one and one-half times their regular hourly rate. PMC adheres to all applicable federal, state, and local wage and overtime laws, ensuring that compensation complies with these legal standards. All hourly rates will meet or exceed the minimum wage requirements for your specific work location.

PMC is compliant with all state workman’s compensation laws.

Employee Leave

PMC is compliant with all state specific required and FMLA paid leave requirements, such as sick leave, state paid family leave, etc.

Equal Employment Opportunity (EEO) Statement

Parking Management Company is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, age, or veteran status.

ADA and Equal Employment Opportunity (EEO) Compliance

Parking Management Company will make reasonable accommodations in compliance with the Americans with Disabilities Act of 1990 and ensure equal employment opportunity. This job description will be reviewed periodically as duties and responsibilities change with business necessity. Essential and marginal job functions are subject to modification in compliance with the Americans with Disabilities Act of 1990 and ensure equal employment opportunity. This job description will be reviewed periodically as duties and responsibilities change with business necessity. Essential and marginal job functions are subject to modification.

Job Title: Valet Account Manager

Department: Valet Parking Division

Reports directly to: City Manager / Area Manager

Schedule: Full Time

Status: Exempt

Compensation: Salary plus potential bonus opportunities

(Salary can vary depending on market and applicable experience)

Oracle FDI Developer/Analyst

Contract

Palo Alto, CA (Remote or Hybrid if in SF Bay Area)

This position pays around $60 - $70/hr on W2

Responsibilities:

• Business Discovery & Analysis

-Lead requirements for workshops with FP&A, Accounting & Procurement.

-Translating needs into well-formed user stories, acceptance criteria, and success metrics. Map KPIs/metrics (e.g., revenue, COGS, Opex, cash flow, AP/AR aging, PO cycle times) to source systems and FDI subject areas.

• Data Modeling & Development & Go live (Oracle FDI)

-Design and implement data models, pipelines, and semantic layers within Oracle Finance Data Intelligence (leveraging Oracle subject areas, views, and data products).

-Build/Configure reports, dashboards, and self-service datasets.

-Implement drill paths, prompts/filters, row-level security, and data

entitlements.

-Establish data quality checks & build/maintain documentation

-Conduct UAT and migrate in production environment

• Demos, Enablement & Iteration

-Run demos and showcases with Finance leadership and business stakeholders; collect feedback and iterate fast.

-Create playbooks and training (how-to guides, release notes, KPI definitions) to drive adoption and self-service analytics.

Required Qualifications:

• Hands-on experience implementing and configuring Oracle Financial Data Intelligence (FDI)
• Experience leading requirements gathering sessions with finance stakeholders including FP&A, Accounting, and Procurement
• Strong understanding of financial metrics and KPIs such as revenue, COGS, operating expenses, cash flow, AP/AR aging, and procurement cycle times
• Proven ability to design and build data models, semantic layers, dashboards, and self-service datasets within Oracle FDI
• Experience configuring drill paths, prompts, filters, row-level security, and data entitlements
• Knowledge of Oracle subject areas, views, and data products
• Experience mapping business metrics to source systems and reporting structures
• Ability to establish data quality checks and validation processes
• Experience conducting user acceptance testing and managing production migrations
• Strong documentation skills covering data models, configurations, and processes
• Ability to create training materials, playbooks, and how-to guides for end users
• Excellent communication skills with the ability to present to finance leadership and business stakeholders
• Ability to work autonomously with minimal supervision
• Strong organizational and prioritization skills

Preferred Qualifications:

• Experience with Oracle Cloud Financials (General Ledger, Accounts Payable, Accounts Receivable, Procurement)
• Familiarity with Oracle Analytics Cloud, OTBI, or Oracle Business Intelligence
• Background working directly with FP&A teams on budgeting, forecasting, or financial planning processes
• Experience with data integration tools or Oracle Integration Cloud
• Prior experience in a consulting or systems integrator environment
• Background working in multinational organizations or with global finance teams
• Experience driving self-service analytics adoption across an organization
• Knowledge of Agile methodologies and iterative delivery practices CBAP , PMP , or Oracle certifications

Core Competencies:

• Analytical Thinking: Ability to break down complex business problems, identify root causes, and develop structured solutions
• Technical Aptitude: Comfort working hands-on with data models, configurations, and reporting tools while understanding underlying data structures
• Business Acumen: Strong understanding of finance and accounting processes, terminology, and how data supports decision-making
• Communication: Ability to convey technical concepts to non-technical audiences and translate business needs into technical requirements
• Stakeholder Management: Skill in building relationships, managing expectations, and engaging effectively with finance leadership and cross-functional teams
• Attention to Detail: Commitment to data accuracy, documentation quality, and thorough testing
• Adaptability: Ability to iterate quickly based on feedback and adjust to evolving priorities
• Ownership & Accountability: Self-directed approach with a strong sense of responsibility for outcomes and deliverables
• Enablement Mindset: Focus on empowering end users through training, documentation, and self-service capabilities
• Collaboration: Ability to work effectively with technical and business teams across functions and geographies

HVAC Service Manager – Commercial

We are seeking an experienced HVAC Service Manager to lead and grow our commercial service division. This role oversees daily service operations, manages field technicians, and ensures high-quality delivery across commercial and institutional projects. The ideal candidate brings strong technical HVAC knowledge, proven leadership experience, and a track record of driving profitability, efficiency, and customer satisfaction.

Responsibilities include dispatch coordination, scheduling, budgeting, service contract oversight, technician mentorship, safety compliance, and maintaining client relationships. You will support troubleshooting on complex systems including RTUs, VAV systems, chillers, boilers, and hydronic systems while ensuring preventive maintenance agreements and service calls are executed effectively.

Qualifications: 7+ years of commercial HVAC experience, prior supervisory experience, strong financial and operational acumen, and proficiency in service management software.

Benefits: Competitive salary, performance bonuses, company vehicle or allowance, health/dental/vision insurance, 401(k) with company match, paid time off, holidays, and career advancement opportunities.