Operations Success Manager

As an Operations Support Manager at a Modigent operating company, you will provide administrative and operational support to help keep sales and project execution organized and moving efficiently. This role focuses on coordinating administrative processes, maintaining accurate documentation and systems, supporting internal teams, and facilitating communication between departments. The Operations Support Manager works closely with Sales, Project Management, Accounting, and field teams to support day-to-day business activities and ensure timely completion of administrative requirements.

This generic role is designed for any Modigent operating company.

• 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.

No direct supervisory responsibilities. This position does not have management or leadership responsibility for employees. The role may coordinate tasks, information, and administrative activities across departments and may provide process or administrative guidance as needed.

• 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…