Data Services Associate

RE Tech Advisors, a Legence Company
RE Tech Advisors is a growing, woman-led consulting firm of over 125 ESG professionals. We deliver results at the intersection of engineering, technology, and sustainability. RE Tech has a progressive and ambitious client base that includes numerous commercial real estate portfolios, private equity investors, federal agencies, industry associations, and manufacturing companies. By joining the RE Tech Advisors team, you will work closely with recognized industry leaders who are driving national and global sustainability initiatives providing you the opportunity to realize your own professional growth objectives in the ESG arena.

Summary Description
The Data Services Associate is responsible for engaging with client property teams to gather, enter, and maintain updated property level ESG (Environmental Social Governance) and utility(energy, water, and waste) data in appropriate databases. The role requires keen attention to detail while maintaining quality and productivity in data-related tasks. The Data Services Associate will work with different tools and databases to gather, organize, and interpret data. This position requires an aptitude to quickly learn new processes and effectively communicate.

This is a full-time, remote, and non-exempt position in the Dallas Fort Worth area as you are required to report to the office during onboarding and training, and periodically travel into the office for meetings, as needed.

Essential Job Functions / Job Duties And Responsibilities

• Adhere to all company policies and procedures, including, but not limited to:

• Understanding and adhering to all company policies and procedures.

• Track time on various projects and record the appropriate codes and labor categories daily.

• Support property onboarding and related ongoing ESG and utility data collection efforts.

• Create, update, and maintain property data in internal databases on a regular basis.

• Obtain and review building documentation to ensure it aligns with data provided by the property teams and follow up as needed to obtain additional information and address questions.
• Establish Portfolio Manager accounts and benchmark properties for property teams.
• Communicate with property teams and/or client third party data vendors to ensure the data is kept up-to-date and accurate. Follow up on data and timeliness issues.
• Ensure utility data is up-to-date and accurate in ENERGY STAR Portfolio Manager on a quarterly basis.

• Distribute the annual property ESG surveys to property teams and follow up on incomplete information to collect ESG metrics.

• Conduct whole building data analysis, evaluating opportunities to improve automated utility benchmarking for the client.

• Provide internal and external trainings on ENERGY STAR Portfolio Manager and internal processes.
• Review internal reports to identify and correct data quality issues on a daily basis.
• Maintain client documents, organized notes, and status of communication with property teams in the appropriate locations.
• Monitor the client email inbox and contact property teams via phone as needed to answer questions associated with your responsibilities. Escalate issues to the internal client team as needed.
• Support data collection process for annual data assurance.
• Provide regular status updates to the appropriate ESG Program Manager. Escalate any ideas, opportunities for improvement, or suggestions you may have.
• Perform all other duties as needed and assigned.

Essential Knowledge, Skills And Abilities

• Ability to use formulas and some mathematical concepts such as averages, addition, subtraction, and conversion factors.
• Demonstrate a growth mindset by living and breathing our culture of continuous learning, growing, and improving.
• Possess analytical and problem-solving capabilities.  Demonstrate strong attention to detail in your work.
• Demonstrate sound business ethics, including the protection of proprietary and confidential information.
• Ability to be flexible and adapt to a changing landscape and client needs, handle multiple time-sensitive priorities, excel in a fast-paced environment, and ability to pivot and adjust priorities and approaches.
• Strong interpersonal skills including courtesy, professionalism, and a cooperative attitude.
• Competent to communicate effectively via email, phone or video conference for both internal and external communication with a clearly articulated message.
• High degree of initiative, proactiveness, drive, enthusiasm, energy, and task completeness.
• Ability to effectively coordinate, collaborate and interface up, down, and across the organization, as well as with external client property teams.
• Knowledge with online collaboration and file sharing tools, such as SharePoint and Microsoft Office Suite (MS Word, Excel, PowerPoint, Outlook, Teams).
• Ability to work in a primarily remote environment.
• Strong organizational skills and ability to manage multiple projects/tasks at once, as well as being able to prioritize projects/tasks to meet deadlines.
• Competent to present to small groups.

Required Education And/or Experience

• Some professional work experience.
• Some experience with data collection and data entry tasks.
• Some experience with organizational tools.
• Some experience with presentations.
• Experience successfully working in a full-time remote position.
• Experience with ENERGY STAR Portfolio Manager a plus, but not required.
• Experience with utility data a plus, but not required.
• Experience with Microsoft Office Suite required.

Physical Demands
While performing the duties of this job, the employee is regularly required to sit, use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

No sponsorship available for this position.
About Legence
Legence (Nasdaq: LGN) is a leading provider of engineering, consulting, installation, and maintenance services for mission-critical systems in buildings. The company specializes in designing, fabricating, and installing complex HVAC, process piping, and other mechanical, electrical, and plumbing (MEP) systems—enhancing energy efficiency, reliability, and sustainability in new and existing facilities. Legence also delivers long-term performance through strategic upgrades and holistic solutions. Serving some of the world's most technically demanding sectors, Legence counts over 60% of the Nasdaq-100 Index among its clients.

Benefits Overview
Health & Welfare: Medical, dental, vision, prescription drug benefits, company-paid short term and long term disability, basic group life and AD&D, and mental wellness support through Spring Health.

Time Off Benefits
: Paid vacation, company-paid holidays, and paid sick leave.

Financial Benefits
: 401(k) retirement savings plan

Reasonable Accommodations
If you need assistance or accommodations during the application or interview process, please contact us at or your dedicated recruiter with the job title and requisition number.

Third-Party Recruiting Disclaimer
Legence and its affiliates do not accept unsolicited resumes from agencies; any such submissions without a prior signed agreement authorized by Legence Holdings LLC's CHRO or Director of Talent Acquisition will not incur fees and are considered property of Legence.

Pay Disclosure & Considerations
Where pay ranges are indicated, please note that a successful candidate's exact pay will be determined based relevant job-related factors, including any of the following: candidate's experience, skills, and qualifications, as well as geographic and market considerations. We are committed to ensuring fair and competitive compensation for all employees and comply with all applicable salary transparency laws.

Equal Employment Opportunity Employer
Legence and its affiliate companies are proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), marital or familial status, national origin, age, disability, genetic information (including family medical history), political affiliation, military service, other non-merit-based factors, and any other characteristic protected under applicable local, state or federal laws and regulations.

EEO is the Law