Assistant HVAC Service Manager

Join the Legacy Mechanical & Energy Services Team

Legacy Mechanical & Energy Services is a growing East Bay mechanical contractor specializing in HVAC service, construction, and energy solutions and services. We help our customers reduce operating costs while improving system reliability-and we believe our success starts with our people.

Why Legacy?

Our culture is Built on Honesty, Integrity, Quality, and Innovation. We're proud of our high employee engagement, low turnover, and team-oriented environment where employees are valued, supported, and encouraged to grow.

Be Part of Legacy 2.0

We recently entered an exciting new chapter focused on growth, innovation, and continuous improvement. This is an opportunity to make an impact, take ownership, and help shape the future of our company.

If you're looking for more than a job-and want to be part of a team where your contributions matter and your career can grow-we'd love to hear from you.

Job Type: Full-Time | Management
Department: HVAC Service

Experience: 3 to 5 Years in Commercial HVAC

Position Summary

The Assistant Service Manager is a hands-on operating leader responsible for the daily coordination, administrative discipline, and follow-through required to keep the service department running effectively. The role supports preventive maintenance, repair and T&M work, service projects, dispatch, billing readiness, customer response, warehouse and field-resource readiness, and service financial administration. This position is designed for a developing service leader who can manage day-to-day workflows and people accountability while escalating complex technical, strategic, contractual, or enterprise matters to the Senior Vice President of Service.

1. Service Operations & Execution

• Provide overall leadership and accountability for preventive maintenance contracts, service repairs, T&M work, service projects, and other committed service work.
• Establish and enforce consistent expectations for dispatch, technician scheduling, work-order execution, documentation, billing readiness, quality, safety, and customer communication.
• Ensure dispatch maintains clear visibility into technician location, workload, skill requirements, and efficient movement between customer sites.
• Oversee service vehicle and tool readiness, including periodic van and tool inventory reviews and resolution of technician equipment needs.
• Manage warehouse

2. Financial & Business Performance

• Own service operating performance and drive results against established revenue, gross-margin, labor, billing, cash, and productivity objectives.
• Lead disciplined monthly financial reviews, including cost-to-complete forecasting for applicable service projects and investigation of unfavorable financial
• Ensure preventive maintenance, T&M, repair, and project billings are complete, timely, and supported by accurate field documentation.
• Monitor the maintenance agreement base and rolling renewal activity, coordinating with Service Sales and account-management resources to protect retention and support growth.
• Use purchasing resources and consolidated buying opportunities to improve material cost, availability, and execution
• Ensure committed costs, labor performance, material usage, and pricing realization are actively managed across the service portfolio.
• Seek customer feedback, address service issues promptly, and establish corrective actions when delivery does not meet customer or company expectations.

3. Customer Experience, Renewals & Sales Support

• Maintain strong relationships with key service customers and establish a consistent cadence for quality-assurance visits and operational follow-up.
• Ensure operational commitments made during the sales process are understood, achievable, and incorporated into service planning.

4. Shared Team Leadership & Organizational Capacity

• Lead, coach, and develop service operations personnel and field technicians, establishing clear expectations for accountability, customer service, technical quality, productivity, and leadership behavior.
• Develop and maintain a structured training plan for service personnel and field technicians based on technical needs, safety requirements, customer commitments, and organizational growth.
• Assess staffing and skill capacity against backlog, maintenance obligations, forecasted demand, and sales pipeline requirements.
• Participate actively in recruiting, selection, onboarding, development, and retention of service
• Partner closely with the Director of Construction to coordinate shared labor requirements, technician support, startup/commissioning needs, warranty responsibilities, and customer transitions.
• Establish an effective hando