Bernhard

Account Executive

• Sources and contacts potential clients weekly, documents and reports on findings accurately, thoroughly and timely
• Updates proposal log regularly
• Works with other team members to generate more work for Services, creates higher profit-margins and maintains margins for both maintenance and proposed work
• Completes customer satisfaction sheets
• Determines customer needs, estimates work, suggests upgrades, and develops/presents solutions based on the company's services offered
• Monitors, reports and meets sales plan goals
• Develops and maintains an active proposal backlog that will support achieving the designed sales plan
• Develops long-term relationships to create brand loyalty
• Thoroughly learns the company's service offerings to explain to client and persuade sales
• Assists team in creating and carrying out a successful sales strategy

Sales Representative I – Service

Business Analyst

• Partner with IS-Delivery senior leadership team and functional leaders to understand strategic priorities, delivery challenges, and capability-maturity initiatives.
• Maintain an integrated, portfolio-level view of initiatives across Legal, Supply Chain, Engineering, Project Controls, Project Systems, Project Onboarding & Training, and related functions.
• Act as a coordinating point across functional leaders to ensure alignment, sequencing, and awareness of interdependencies.
• Develop and manage the overall initiative calendar, including milestones, dependencies, and recurring leadership forums.
• Establish and maintain structured governance rhythms, ensuring initiatives progress with clear accountability and follow-through.
• Track commitments, risks, and delivery constraints; proactively surface issues and support resolution.
• Develop and maintain portfolio-level reporting that provides visibility into active IS-Delivery initiatives and upcoming projects.
• Support leadership with forward-looking analysis to anticipate delivery demands and ensure IS-Delivery is positioned to absorb new work effectively.
• Plan and facilitate recurring cross-functional working sessions and leadership reviews.
• Ensure meetings are outcome-driven, decisions are documented, and actions are tracked to completion.

Systems Engineer

• Perform assigned duties in accordance with Company policies, procedures, safety guidelines.
• Documentation, collaboration, and communication regarding activities, technical issues, and solutions development to project delivery team and Team Manager on a regular basis.
• Execute and complete assigned tasks and deliverables in a timely manner.
• Participate in site surveys, documentation review, and due diligence activities to determine facility conditions and develop energy conservation measures.
• Participate in design and submittal reviews of new construction scope as part of the commissioning process.
• Actively utilize the CxAlloy software to document assigned new construction commissioning scopes.
• Develop pre-functional checklists and functional performance tests in CxAlloy.
• Development of technical reports and project observations to the project delivery team to support solutions development and understanding of progress, system operation, on-site conditions, and other required building information.
• Implement energy conservation measures independently and/or in collaboration with project delivery team partners, such as facilities staff or trade partners, whenever required.
• Review pre-functional checklists and compare to actual site conditions when required.
• Troubleshoot, optimize, and modify building system programming when necessary to implement energy conservation measures.
• Utilize test instrumentation to troubleshoot, verify, and optimize building system operation.
• Oversee and execute functional performance tests as part of the acceptance of construction scope.
• Provide on-site supervision of trade partners and sub consultants when required.
• Work with project delivery team partners to ensure implemented energy conservation measures and building system programming are well documented, understood, and archived on-site and in the Company storage systems designated for the project.
• Maintain awareness of energy performance for assigned scopes through the duration of the project.
• Collaborate with the project team to ensure performance targets are met and maintained.
• Ensure issues are properly identified, communicated, tracked, assigned to, and addressed by the appropriate delivery team members and partners.
• Assist with the resolution of issues, including proposing solutions to the project.
• Proactively address and escalate as required, impediments to achieving project outcomes and scope completion with the team manager and director.
• Adhere to and exemplify IS Delivery and IS Technical Services process guidelines and SOPs.
• Uphold the Company organizational core values.

IS Technical Services Building Systems Analyst II – BSA II

Analyst

• Collect, compile, organize, and analyze utility consumption data and rates.
• Develop a comprehensive understanding of utility supply-side opportunities.
• Develop a comprehensive understanding of utility procurement logistics.
• Develop a comprehensive understanding of possible utility energy efficiency rebate and incentive programs.
• Research utility rate changes and deregulated energy cost trends.
• Conduct energy benchmarks using internal and external tools such as EPA Energy Star.
• Review utility invoices for errors and work to resolve the errors with the utility.
• Create utility budgets.
• Assist with the collection, review, and analysis of data collected from field surveys and utility data.
• Develop a thorough understanding of existing building and its MEP systems.
• Assist with the identification and evaluation of improvements for energy or cost reductions.
• Assist with the development of associated technical reports.
• Develop and Implement IPVMP - Adherent Measurement and Verification (M&V) Plans.
• Develop energy consumption baselines and adjustments through regression analysis and other appropriate methods.
• Coordinate with clients, utility representatives, energy analysts, engineers, construction managers, and commission agents during all appropriate project stages to assist in the design and implementation of M&V plans for continuous monitoring of energy and water performance.
• Assist with the review of design documents, M&E specifications, and shop drawings of applicable metering systems to confirm all M&V requirements are met.
• Verify utility performance of facilities and validate savings.
• Review and analyze energy performance including data collection, utility bill accounting, sub-metering data analysis, and utility cost analysis.
• Create, maintain, and distribute M&V dashboards and reports through multiple software platforms.
• Assist with the collection and evaluation of energy, weather, and building automation data on some periodic basis.
• Assist with the review of data and identification of facility operational issues affecting energy consumption, comfort, and/or code compliance.
• Assist with the development of recommendations to address any identified operational issues.
• Assist with the preparation of reports for project stakeholders summarizing all discoveries.
• Develop engineering-based energy models to simulate existing and proposed operations of buildings or systems.
• Work collaboratively with team members to identify and evaluate scope of potential improvements.
• Develop life cycle cost analyses and other engineering economic analyses.
• Develop supporting documentation on engineering calculations, methodologies, etc. as required.
• Uphold the Company owner advocacy philosophy, mission, and core values.
• Perform the assigned duties with minimal supervision, while working in a team problem-solving environment.

Energy Analyst III

Project Manager

• Oversee all aspects of the project
• Manage project costs, field labor, and subcontractors
• Ensure safe on-time completion under budget
• Maintain strong customer relations
• Conduct monthly reports and cost reviews

Senior Project Manager

Manager

• Reviewing of energy usage on a daily basis for the facility and to provide guidance, best practices, and modifications of current operations.
• Mentoring the owner on energy strategies.
• Managing the Central Energy Plant Operation and Maintenance including subcontractors, operators, and internal service providers.
• Managing the Maintenance Reserve Accounts for the CEP.
• Working with the operators to ensure the plant operates efficiently.
• Performing on-going training of the Plant Operators.
• Developing and maintaining the Plant Operating Manual.
• Assisting the EPC team with the coordination of engineering, procurement and construction activities with OMC operations.
• Coordinating on-site troubleshooting and diagnostic efforts with remote support services team.

Facilities Manager

• Responsible for all field labor, materials, profit, loss, project performance, and safety
• Manage all field labor, subcontractors, and vendors in collaboration with the Services business unit
• Build and sustain customer relationships to ensure complete customer satisfaction
• Manage dispatch procedures and effective communications with field staff resources
• Coordinate with Business Unit Manager regarding: hiring and termination of all technicians, conducting performance reviews, recommending salary changes, resolving personnel issues
• Initiate technician labor productivity improvements in partnership with Field Supervisor(s)
• Promote and account for all aspects of Safety and Risk Management
• Assist Field Supervisor in regulating quality control on Service jobs

Service Manager – Commercial HVAC

Engineer

• Maintaining, operating, monitoring, and repairing all utilities and related central plant equipment.
• Responding to maintenance requests for assistance to hospital, clinic, and supporting facilities.
• Maintaining the central plant in good, clean working condition.
• Completing preventative maintenance (P.M.) and scheduling corrective maintenance to all equipment.

HVAC Operator – Stationary Engineer – Boiler Operator

• Responsible to work with a set of customers to review energy usage and strategies in order to implement the best practices
• Directly managing the O&M of the CEP for the campus
• Working with, and mentoring the owner's staff on the O&M and energy usage of multiple facilities as part of a greater campus effort
• Reviewing energy usage on a daily basis for the facility and to provide guidance, best practices, and modifications of current operations
• Mentoring the owner on energy strategies
• Managing the Central Energy Plant Operation and Maintenance including subcontractors, operators, and internal service providers
• Managing the Maintenance Reserve Accounts for the CEP
• Working with the operators to ensure the plant operates efficiently
• Performing on-going training of the Plant Operators
• Developing and maintaining the Plant Operating Manual
• Assisting the EPC team with the coordination of engineering, procurement and construction activities with OMC operations
• Coordinating on-site troubleshooting and diagnostic efforts with remote support services team

Facilities Manager – Healthcare Site

Billing Specialist

• Administration of Billings, Reporting and Collections.
• Provides daily support to the Asset Management Team.
• CMMS Management, Tracking, Coordination, Reporting and Communication.
• Scheduling, Dispatching, Communication and Reporting of all Preventive Maintenance & Repair Work Orders.
• Administration of Payroll for assigned EaaS Agreement(s) personnel.
• Inbound/outbound phone calls and communication.
• Data entry and various administrative, accounting, payroll, CMMS and Work Order tasks.
• Provides outstanding customer service & communication to customers and internal teams.

Billing Coordinator – HVAC Facilities

• Manage plant operations and the HVAC maintenance department
• Manage sub-contracts and purchase orders with service providers for Central Energy Plant (CEP) repairs
• Trains and coaches the operators to ensure the plant operates efficiently
• Perform on-going training of the plant operators
• Develop and maintain the Plant Operating Manual and Emergency SOP's
• Assist the EPC team with the coordination of engineering, procurement, and construction activities without interfering with normal operations
• Maintain adequate parts and materials inventory
• Coordinate on-site troubleshooting and diagnostic efforts with remote support services team
• Maintain an appropriate tool inventory for the stationary engineers
• Manage client expectations

Chief Engineer – Mechanical HVAC

Full-stack Engineer

• Be an individual contributor on software development team
• Work on an agile development team in collaboration with a scrum master, a product owner, and other team members
• Collaborate with technical and non-technical team members
• Execute software development tasks
• Complete tasks independently
• Comply with policies and procedures for development including standards for testing, quality control, coding, documentation, etc.
• Contribute to ongoing maintenance and operation of technology products
• Heavily engage with company internal and external customers

Software Engineer III

Product Manager

• Contribute to the product roadmap.
• Maintain the product backlog to maximize value creation.
• Manage or perform the business analyst duties of requirements development when improving or developing new features (elicitation, analysis, specification, and validation).
• Identify opportunities to modernize and automate data-heavy operational workflows through AI and application development.
• Conduct user research and usability testing to understand pain points in existing processes and gather requirements for new solutions.
• Manage user experience and directly collect feedback from technical staff across development operational teams.
• Plan and propose product development projects that transform manual processes into efficient, AI-driven workflows.
• Manage the launch of product improvements and new features.
• Collaborate with product, development, engineering, and project teams.

• Sources and contacts potential clients weekly, documents and reports on findings accurately, thoroughly and timely.
• Updates proposal log regularly.
• Works with other team members to generate more work for Services, creates higher profit-margins and maintains margins for both maintenance and proposed work.
• Completes customer satisfaction sheets.
• Determines customer needs, estimates work, suggests upgrades, and develops/presents solutions based on the company's services offered.
• Monitors, reports and meets sales plan goals.
• Develops and maintains an active proposal backlog that will support achieving the designed sales plan.
• Develops long-term relationships to create brand loyalty.
• Thoroughly learns the company's service offerings to explain to client and persuade sales.
• Assists team in creating and carrying out a successful sales strategy.

Sales Representative I – Service

Business Analyst

IS Technical Services Building Systems Analyst II – BSA II

Energy Analyst III

Senior Project Manager

Facilities Manager

Sales Representative I – Service

Service Manager – Commercial HVAC

HVAC Operator – Stationary Engineer – Boiler Operator

Facilities Manager – Healthcare Site

Billing Coordinator – HVAC Facilities

Chief Engineer – Mechanical HVAC

Software Engineer III

Product Manager

Sales Representative – Service