Operations Success Manager
Required skills
- office administration
- operations support
- sales support
- project coordination
- service coordination
- administrative role
- multitasking skills
- customer-focused
- accurate documentation
- data entry
Nice to have
- commercial HVAC
- plumbing
- mechanical contracting
- construction
- facilities services
- Salesforce
Role summary
Modigent is seeking an Operations Support Manager to provide administrative and operational assistance to sales and project execution teams. This role involves coordinating workflows, managing documentation, updating systems (CRM, ERP, project management), and facilitating inter-departmental communication. Key responsibilities include supporting sales contracts, project close-outs, billing readiness, and general office needs. The ideal candidate will have 3+ years of experience in office administration or a related field, strong organizational and multitasking skills, proficiency in Microsoft Office, and experience with relevant business systems. This is a hybrid role with opportunities for professional development within a people-first culture.
- Provide day-to-day administrative and operational support for sales and project execution.
- Coordinate office and administrative workflows, including scheduling, correspondence, document preparation, supplies, visitor support, and general office needs.
- Assist the Sales team with contract processing, customer documentation, CRM updates, and follow-up activities.
- Coordinate project documentation, including job setup, scheduling support, required forms, close-out documentation, and record maintenance.
- Facilitate communication and information flow between Sales, Operations, Accounting, and field teams.
- Track required documentation, approvals, and administrative follow-up to help ensure timely completion of processes.
- Assist with billing readiness by reviewing documentation for completeness and coordinating timely handoff of required information to Accounting.
- Maintain accurate and organized electronic and physical files in accordance with company procedures.
- Enter, update, and maintain information in CRM, project management, ERP, and other company systems.
- Prepare reports, spreadsheets, presentations, correspondence, and other administrative materials as needed.
- Track deadlines, outstanding items, and follow-up activities to help ensure tasks are completed on time.
- Assist with customer, vendor, and internal communications, including responding to routine inquiries and coordinating information as needed.
- Support scheduling and coordination of meetings, site visits, customer interactions, and other operational activities.
- Maintain awareness of company procedures and assist teams with administrative compliance and documentation requirements.
- Assist with onboarding activities and administrative coordination for new employees, including preparation of documentation, system access requests, and other required materials.
- Provide administrative support for special projects, audits, reporting requirements, and other operating company initiatives.
- Perform other administrative and operational support duties as assigned.
- Experience: 3+ years of office administration, operations support, sales support, project coordination, service coordination, or a related administrative role. Experience in commercial HVAC, plumbing, mechanical contracting, construction, or facilities services is preferred but not required.
- Education: High school diploma or GED required; associate or bachelor’s degree in Business, Construction Management, or a related field preferred.
- Physical Demands: Office-based role with prolonged computer use. Occasional travel or job site visits may be required.
- Work Environment/Safety: Professional office environment with hybrid options possible. This is not a safety-sensitive position.
- Strong organizational, administrative, follow-up, and multitasking skills.
- Excellent written and verbal communication skills with a professional, customer-focused demeanor.
- High attention to detail and commitment to accurate documentation and data entry.
- Ability to prioritize multiple administrative tasks and meet deadlines in a fast-paced environment.
- Strong proficiency with Microsoft Office, particularly Excel, Word, and Outlook.
- Experience with CRM, project management, or ERP systems (e.g., Salesforce, Pipedrive, BuildOps, Procore, Sage, or similar) preferred.
- Ability to communicate effectively and coordinate information across multiple departments and stakeholders.
- Strong follow-through and ability to independently track outstanding items and deadlines.
- Ability to handle confidential and sensitive information with discretion.
- Process-oriented mindset with an interest in improving administrative workflows and reducing errors.
- Ability to work independently while also collaborating effectively with Sales, Operations, Accounting, and field teams.
- 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.
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