Service Renewals Coordinator - Therma

Overview

Manages HVAC service contract renewals, billing, upselling, and client coordination.

Key Responsibilities

• crm management
• billing coordination
• process improvement
• metrics reporting
• renewal management
• p&l analysis

Tasks

-Maintain CRM/ERP systems, trackers, and client records to ensure data accuracy and streamline workflows. -Partner with account managers on proposals, pricing, upsell opportunities, and expansion during renewals. -Coordinate accurate billing and invoicing, promptly resolving discrepancies. -Recommend and implement process improvements to enhance efficiency and retention strategies. -Engage directly with clients to confirm terms, resolve issues, and strengthen relationships. -Review contract profitability and support P&L analysis. -Generate reports and present retention and renewal metrics to leadership. -Support client communication, including updates, confirmations, and follow-ups. -Assist with scheduling, dispatching, and logistics to ensure efficient service delivery. -Collaborate across service, billing, and operations teams to ensure seamless contract implementation and service delivery. -Monitor renewal pipelines to minimize revenue loss and maximize client retention. -Manage the contract renewal process to ensure timely execution, client retention, and revenue growth. -Track service activities, prepare reports, and support account managers with managing multiple accounts and meeting deadlines.

Requirements

• hvac
• microsoft office
• admin experience
• project management
• customer success
• detail oriented

What You Bring

-Prioritize and perform effectively under pressure. -Candidate with an HVAC service or construction background. -Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint). -Excellent written and verbal communication skills both internally and customer facing. -Demonstrated ability to improve Customer Success for internal and external customers. -1-2 years of experience in an administrative role required. -Ability to work independently. -Demonstrate professionalism, reliability, and a client-first mindset in all interactions. -High attention to detail. -Solid understanding of order processing and coordinating with cross-functional departments. -Strong Interpersonal Skills and ability to excel in a team-oriented atmosphere. -Demonstrated project management skill and the ability to handle multiple tasks/projects simultaneously.

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About Therma

-Specializes in precision HVAC, process piping, controls, BIM and energy modeling for complex facilities. -Designs and builds critical environments: cleanrooms, labs, semiconductor fabs, data centers, and pharma plants. -Frequently tackles high-purity plumbing and automation in sectors like data, life sciences, and food & beverage. -Standout for delivering turnkey mechanical systems—from engineering to maintenance—in mission-critical settings.

Sector Specialisms

Visa Sponsorship

-no immigration sponsorship provided.