Sullivan Contracting Services Jobs in Usa

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

Are you an experienced Contract Associate with a desire to excel? If so, then Talent Software Services may have the job for you! Our client is seeking an experienced Contract Associate to work at their company in San Rafael, CA.

Primary Responsibilities/Accountabilities:

• End-to-end contract management, including receiving and submitting, monitoring and tracking a large volume of contracts from draft through final signatures
• Monitoring and tracking a large volume of requisition requests from submission to financial approval and PO creation
• Creating and submitting contract and financial requisition requests using SAP/Ariba (contracting & procurement platform) and Coupa/Spend Source (spend management tool)
• Researching vendors in systems to determine if vendors are active, prior to contracting new relationships; handle new supplier submissions or updating existing suppliers as necessary
• Drafting and routing multiple contract types for review/negotiation: Non-Disclosure Agreements, Scopes of Work, and Change Orders
• Acting as a liaison between the Client, internal business partners, and outside vendors to facilitate contract execution
• Building and maintaining relationships with internal business partners
• Engaging with other functional areas within Client to assess and respond to contracting and requisition needs, obligations, and revisions
• Monitoring and coordinating complex workflows between the business, Procurement, Finance and Legal Departments to ensure tasks move forward in a timely manner

Qualifications:

• Prior experience in contract management required
• Strong acumen for SAP/Ariba and Coupa/Spend Source platforms
• Comfortability with ambiguity and navigating complex processes and systems
• Ability to work autonomously and proactively, capable of troubleshooting and figuring things out
• Detail-oriented: strong proofreading and editing skills
• Strong computer skills in database management and document preparation (Word, PowerPoint, Excel)
• Ability to manage heavy workload and aggressive timelines in a timely manner, prioritize, and work under pressure
• Strong written and verbal communication skills
• Customer service oriented: must be able to communicate effectively with internal business partners as well as external vendors/suppliers
• Education: Prior experience

Preferred:

• Experience in contracts administration or other relevant experience is strongly preferred.
• Experience at a large law firm or within an in-house legal department of a public company a plus.
• Experience within biotech/pharma/medical device industry or other contract-intensive fields a plus.
• Familiarity with SpringCM is a plus.
• Science background is a plus

Contracts Coordinator

The Contracts Coordinator is responsible for providing administrative and operational support in the preparation, review, and maintenance of mechanical service agreements. This role ensures contract compliance, accurate documentation, and efficient processing in accordance with company policies and client requirements. This role ensures contract compliance, accurate documentation, and efficient processing in accordance with company policies and client requirements. This role ensures that contracts are accurately entered, organized, and updated while supporting internal teams and customers throughout the contract lifecycle. The Contracts Specialist helps maintain compliance, improve efficiency, and provides excellent service to both internal and external partners.

Principal Duties and Accountabilities:

• Assists with the setup, renewal, and management of preventive maintenance contracts within company systems.
• Reviews contract details to ensure accuracy, completeness, and consistency prior to activation.
• Updates and maintains records for contract terms, rates, inspection schedules, and billing information.
• Monitors active service agreements to verify inspections, renewals, and invoicing occur on schedule.
• Maintains well-organized and current electronic and physical contract files.
• Assists with monthly preventive maintenance contract billings and related documentation.
• Prepares and distributes reports and summaries to support contract management activities.
• Communicates with internal departments and customers to clarify contract terms, resolve issues, and ensure service accuracy.
• Supports process improvements and contributes ideas to streamline contract administration and tracking.
• Provides general administrative and coordination support to the contracts and service operations team.

Education:

• High School Diploma or GED required.

Experience:

• Prior experience with contract administration is preferred but not required.
• Prior experience working with a contracts administrative system preferred.
• Mechanical Service Industry experience a plus.
• Familiarity with mechanical service offerings, pricing structures, and maintenance requirements.
• Experience drafting, reviewing, and analyzing service agreements, ensuring accuracy, clarity, and alignment with customer requirements.
• Experience identifying potential contractual risks, resolving issues, and proposing necessary amendments or modifications.
• Experience with MS Access database preferred.

Knowledge, skills, and abilities:

• In-depth understanding of contract management principles and practices, including contract administration, interpretation, and negotiation.
• Knowledge of document requirements relevant to preventive maintenance contracts.
• Meticulous attention to detail in contract review and administration to identify and rectify errors, discrepancies, or ambiguities. Ensuring accuracy and adherence to contract terms and conditions.
• Working knowledge of computer operations and experience with accounting systems and other relevant tools.
• Excellent customer service, relationship building, and professional communication skills.
• Good problem-solving skills.
• Ability to adapt to changing priorities and excel in a fast-paced work environment that includes frequent interruptions.
• Innovation mindset – able to identify and make recommendations regarding department efficiencies.
• Analytical thinking and problem-solving abilities to identify and resolve contract related issues, assess financial and operational implications, and propose effective solutions.
• Focus on delivering results and meeting deadlines – demonstrates sense of urgency as required.
• Proficiency in using contract management software, databases, and other relevant tools for efficient contract administration and reporting.
• Customer focused mindset with a commitment to delivering exceptional service both internally and externally.

Physical and/or travel demands:

The role of the Contracts Coordinator encompasses both physical and mental demands that contribute to the successful execution of contract administration. It requires a balance of administrative tasks, analytical thinking, and effective communication skills.

• No travel required.
• Able to work comfortably in an office environment, which may involve sitting for extended periods, utilizing computer systems, and handling paperwork.
• Work is performed in a typical office setting, which may involve sitting for extended periods at a desk. Some standing, bending, and lifting light files is required.
• Ability to operate office equipment, such as computers, printers, scanners, and telephones is essential.
• While the role is primarily sedentary, occasional mobility within the office or to other departments for collaboration purposes may be required.
• Handling physical documentation, contracts, and other paperwork may be necessary, requiring good manual dexterity.
• High level of attention to detail to review contracts thoroughly, identify potential risks, and ensure accuracy in contract administration.
• Ability to prioritize tasks, meet deadlines, and manage multiple contracts concurrently is crucial to success in this role.
• The ability to manage stress and remain composed under pressure is important.
• Verbal communication skills are essential for interacting with customers, vendors, and internal teams to administer contracts, clarify terms, and resolve issues.
• Written communication skills are necessary for drafting contracts, preparing correspondence, and documenting contract-related information.

Benefits and Compensation:

• The range for this position has been established at $24 to $34 per hour and is U.S. Engineering - Service's good faith and reasonable estimate at the time of the posting. The compensation offered to the finalist selected for this role will be based on a variety of factors, including but not limited to internal equity, experience, education, specialty, and training. Compensation for this role includes a base salary complemented by commission opportunities based on the Account Manager’s individual sales performance and attainment of sales targets
• Your total compensation will go beyond the number on your paycheck. Team members are eligible for a year-end bonus based on company and/or individual performance as well as paid time off. An industry-leading benefits package, including health, dental, and vision plans, matching retirement contributions, and matching 529 contributions all add to your bottom line.

This position will be posted until April, 30th 2026. To apply, please visit must be legally authorized to work in the United States on a full-time basis without requiring future sponsorship for employment visa status.

U.S. Engineering- Service is an Equal Employment Opportunity Employer and shall provide equal employment opportunities to all people in all aspects of employer-employee relations, without regard to race, color, creed, national origin, religion, sex, age, sexual orientation, gender identity, disability or veteran status.

U.S. Engineering - Service is compliant with the Drug Free Workplace Act, and all offers of employment are contingent upon the completion of a pre-employment drug screen.

Disclaimer: The above statements are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be construed as an exhaustive list of all responsibilities and job specifications required of employees so classified. U.S. Engineering reserves the right to revise as needed. The job description does not constitute a written or implied contract of employment.

Project Manager — Financials, Contracts & License Management

Role Summary

This role is accountable for end-to-end financial stewardship, contract oversight, and software license management across one or more technology and business transformation projects. This role ensures projects are delivered within approved budgets and commercial terms, that supplier/customer obligations are met, and that all software licenses are compliant, cost-effective, and aligned to project phasing. The PM partners closely with Finance, Procurement/Legal, Architecture, and Workstream Leads to maintain transparency, control, and audit-readiness throughout the project lifecycle.

Key Responsibilities

1) Project Financial Management

• Build and own the project financial plan (baseline budget, forecast, and funding profile) including labor, third-party costs, hardware/software, contingency, and capitalization policy treatments.
• Run monthly/quarterly financial cycles: actuals reconciliation, accruals, re-forecasting, variance analysis, and corrective actions; prepare executive-ready financial dashboards.
• Track cost to complete (CTC), estimate at completion (EAC), burn rate, and earned value (BAC/EV/AC/CV/SV); maintain change logs for scope/budget movements.
• Drive purchase requisitions, POs, goods receipts, and invoice approvals on schedule; resolve mismatches (3-way match issues, rate cards, SOW misalignment).
• Ensure compliance with internal controls (delegation of authority, capitalization vs. expense, audit traceability) and any industry-specific requirements.

2) Contract & Commercial Management

• Coordinate drafting, negotiation, and administration of statements of work (SOW), change orders, and service agreements with vendors and partners.
• Maintain the contract register: obligations, deliverables, milestones, acceptance criteria, SLAs, warranties, and termination/renewal dates.
• Monitor supplier performance against contractual terms; lead acceptance reviews, track service credits, and escalate non?conformance.
• Manage financial/commercial risks (indexation, FX exposure, price escalators, IP/usage rights, liability caps) and ensure timely corrective actions.
• Align contract deliverables with project schedule and gating (design sign-off, test completion, go-live) to protect value realization.

3) Software License Management

• Create and maintain the project license plan: entitlements, metrics (user, device, processor, core), environments (dev/test/prod), and phase-in/phase-out.
• Coordinate true-ups/true-downs, subscription renewals, and audit responses; prevent over-deployment and shelfware through continuous reconciliation.
• Optimize licensing costs via role-based access, right-sizing tiers/editions, and retiring unused entitlements; track indirect access and integration impacts.
• Ensure license compliance across vendors (e.g., ERP, analytics, middleware, testing tools) and align with security/identity governance.
• Partner with Architecture and PMO to map license needs to cutover waves, training, and hypercare.

4) Governance, Planning & Delivery Control

• Integrate financial/contract/license checkpoints into the master schedule and stage gates; maintain RAID (Risks, Assumptions, Issues, Dependencies) with financial/commercial tags.
• Facilitate steering committee updates, highlighting financial status, contract risk, and license posture with clear decisions and actions.
• Lead change control (scope/cost/time), ensuring business cases, approvals, and contract changes are synchronized.
• Coordinate with Workstream PMs to ensure budgets, resource plans, and vendor deliverables are aligned and traceable to requirements.
• Support testing, cutover, and hypercare with the necessary commercial and license readiness (e.g., trial keys, temp entitlements, production activations).

Qualifications & Experience

• Demonstrated experience managing SOWs, change orders, and software licensing for complex platforms (ERP, SCM, CRM, MES, analytics).
• Strong financial acumen (forecasting, EAC/ETC, earned value, variance analysis) and command of procurement/AP processes.
• Prior experience working with Finance, Legal/Procurement, and Architecture/Security in a regulated or audit-sensitive environment.

Skills

• Financial Control: Budgeting, forecasting, accruals, capitalization policy, EVM, KPI reporting.
• Commercial & Contracting: SOW drafting, vendor negotiation, performance management, risk allocation.
• License Management: Entitlement tracking, audit readiness, optimization techniques, SAM tooling familiarity.
• Delivery & Planning: Integrated schedule management, dependency control, stage-gate governance, cutover readiness.
• Communication: Executive reporting, vendor and stakeholder engagement, clear decision logs and action tracking.
• Tools: MS Project (or equivalent), Excel/Power BI for financial dashboards, Azure DevOps/Jira, eProcurement/AP systems, and SAM tools.

Certifications (Preferred)

• PMP or PRINCE2; Agile/Scrum certification.
• Software Asset Management (SAM) certifications or vendor-specific licensing accreditations.

Responsible for performing all administrative duties associated with processing service contracts, customer changes and supporting the service sales department as needed.

ESSENTIAL JOB FUNCTIONS:

• Reviews service contract booking packages. Includes completing customer number request forms, reviewing and completing Installed Base forms and verifying the service contract transmittal forms. Creates branch service file and mechanic file.
• Ensures that customer change forms are accurate and forwards to regional contract administrators. Completes service contract change requests and attaches all relevant information to existing contract.
• Verifies all information on new EDS sheets and updates contact information in service contracts. Searches databases, customers, Installed Base and service contracts for existing information.
• State of NH billing and compliance components will be a key part of this role.
• State billing and compliance support: State of NH invoicing and testing coordination, as well as ME state testing.
• Dispatch and scheduling support: Assist with daily dispatching, off-route activity, vacation coverage, and general schedule coordination. Participate in daily morning huddles to review sick units, labor availability, and scheduling adjustments.
• Receives and reviews final acceptances from construction and modernization departments. Processes owner and unit changes as necessary.
• Prints special deck invoices and mails to customers. Prints service contract invoices upon request from customers or branch.
• Participates in monthly A/R conference calls with Regional Collectors. Actively pursues and follows-up on A/R items.
• Prepares and submits credit memos. Actively cleanses unapplied credits and submits washout requests as necessary.
• Assists with processing certificates of insurance for service jobs.
• Maintains PCard for use by branch.
• Supports sales efforts as needed.
• Performs other duties as assigned.
• Maintains Board Inventory and conducts annual inventory
• Maintains safety SIR and uploads documents to SafeTKE
• AP- hand code invoices without PO-daily report-Expected receipts report
• Office Supplies/Forms
• UPS-shipping and statements
• Spreadsheet for cancellations to Branch Manager
• Performs other duties as assigned.

EDUCATION & EXPERIENCE:

• High school diploma or GED
• One year certificate from college or technical school preferred
• Three to six months related experience and/or training in basic business administration
• Some elevator repair administrative work preferred
• Oracle database knowledge

Salary range is $55,000 - $70,000 paid hourly and the role offers an annual incentive program. Provided they meet all eligibility requirement under the applicable plan documents, employees will be offered

• Medical, dental, and vision coverage
• Flexible spending accounts (FSA)
• Health savings account (HSA)
• Supplemental medical plans
• Company-paid short- and long-term disability insurance
• Company-paid basic life insurance and AD&D
• Optional life and AD&D coverage
• Optional spouse and dependent life insurance
• Identity theft monitoring
• Pet insurance
• Company-paid Employee Assistance Program (EAP)
• Tuition reimbursement
• 401(k) Retirement Savings Plan with company match: Employees can contribute a portion of their pay on a pre-tax or Roth basis. The company provides a dollar-for-dollar match on the first 5% contributed.

Additional benefits include:

• 15 days of vacation per year
• 11 paid holidays each calendar year (10 fixed, 1 floating)
• Paid sick leave, per company policy
• Up to six weeks of paid parental leave (available after successful completion of 90 days of full-time employment)

Eligibility requirements for these benefits will be controlled by applicable plan documents. This is intended to provide a general description of benefits and other compensation and is not a substitute for applicable plan documents or company policies.

To apply to a position, please click on the Apply Now button.

For any additional questions or job specific requests, please use the contact
below and include the Job Requisition Number as a reference.

The Regional Contract Administrator will provide support to contracts granted by the federal government and ensure all policies and procedures are being carried out.

Assist in managing contracts, grants, and cooperative agreements from planning, pre-award, to closeout.

Responsibilities

• Provide support to various program offices in drafting requirements and preparing acquisition package materials.
• Work with program managers on procurement policies, regulations, and procedures.
• Support multiple purchasing actions in a fast-paced environment.
• Collaborate with a variety of Program Offices to ensure that all acquisition package components are completed in a compliant manner.
• Maintain working knowledge of the Federal Acquisition Regulation (FAR) and agency supplemental regulations; utilize all applicable regulations, policies, and procedures.

Qualifications

• Must be able to pass a Public Trust security investigation
• Bachelor’s Degree (BA/BS) with at least 5 years of federal government procurement/acquisition experience (working on the government side)
• Knowledge of and experience with the Federal Acquisition Regulations (FAR)
• Knowledge of federal government acquisitions of commercial supplies and/or services
• Experience performing reviews/QA/QC of independent government estimates (IGE) prepared by General Engineers (IGEs support the award of task orders to Project Management Oversight Consultants – PMOC)
• Must have experience reviewing PMOC invoices and making recommendations to General Engineers for payment
• Experience reviewing grantee sole source justifications and making recommendations to General Engineers for approval
• Experience reviewing grantee procurement policies and advance payment requests
• Experience reviewing change order review findings and making recommendations to General Engineers.
• Experience applying the allowable cost requirements in 2 C.F.R. 200
• Must have good communication, organizational, and interpersonal skills
• Ability to work with minimal guidance and supervision
• Experience in purchasing within the transportation field is desired
• Experience as a 1102 in the Federal Government is desired
• Experience with major contract writing systems is highly desirable

Physical Requirements

The physical demands described herein are representative of those which must be met by an employee to successfully perform the essential functions of the job. Employees must possess the ability to work in an office environment. Employees must possess the ability to work in a standard office or conference room setting and use standard office equipment, including a computer.

To visit other company sites, employees must be able to operate a motor vehicle and fly in an aircraft, both of which may require sitting for prolonged periods of time. Employees must possess vision to read printed materials and a computer screen; and hearing and speech to communicate in person, before groups, and over the telephone. Standing in work areas and walking between work areas will be required. This position requires an employee to occasionally bend, stoop, kneel, crouch, crawl, climb or balance; reach, push, and pull drawers and doors open and closed. The employee must occasionally lift and/or move up to 20 pounds.

It is the policy of PCI Federal Services LLC that all candidates offered a position will be required to successfully complete a criminal background check and drug screening.

Review/validate 3rd party and broker confirmations and log DEW discrepancies.

Work with team members and front office personnel to resolve discrepancies.

Work with counterparties as needed to resolve discrepancies.

Supporting local implementation, adoption, and compliance with Contracting Standards & Procedures