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.

Position Summary:
The Data Acquisition Associate supports RE Tech’s sustainability data management and analytics work across 5-8 clients of varying sizes and levels of support by collecting, entering, validating, and maintaining accurate property‑level ESG and utility data. This role executes structured, repeatable data acquisition tasks within established processes and tools, with a strong focus on accuracy, completeness, and timeliness.

The Data Acquisition Associate works closely with internal teams and client property management contacts to ensure required data is obtained, maintained, and ready for downstream analytics, reporting, benchmarking, and assurance work. Success in this role is defined by execution quality, reliability, and adherence to standards - not independent decision‑making or process design.

Essential Job Functions / Job Duties and Responsibilities

Support property onboarding by coordinating with property management teams to gather essential information for each property across assigned portfolios.
Create, update, and maintain property‑level data in internal databases and tools, including ENERGY STAR Portfolio Manager to benchmark properties in accordance with established procedures.
Lead preparation for property manager ENERGY STAR Portfolio Manager training by coordinating across other departments to ensure presentation materials are updated.
Coordinate with property management teams and utility companies to collect utility data to be pushed directly to or update manually in ENERGY STAR Portfolio Manager.
Maintain utility data collection quarterly and annual for manual updated data from utility companies
Obtain, review, and validate building documentation to ensure alignment with data provided by property teams; follow up as needed to resolve gaps or inconsistencies.
Communicate with property teams and third‑party data vendors to collect required data and resolve routine questions.
Monitor data timeliness and quality, following up on missing, late, or inconsistent information on a regular basis.
Assist other departments with mass property management reach out by using mail merge.
Support routine data quality checks and corrections within defined workflows.
Complete uility data upload from invoices by using AI bill reading tools across several different properties at once.
Support the offboarding of properties after disposition by ensuring utility data is updated through the sell date and creating copies to ensure data is not lost after the sale.
Track time accurately and bill to appropriate job codes and labor categories.
Follow all company policies, processes, and documentation standards.
Escalate issues, edge cases, or process exceptions to Leads or Managers rather than resolving independently.
Perform other duties as needed and assigned.

Essential Knowledge, Skills and Abilities

Strong attention to detail and execution discipline.
Ability to adapt to changing priorities and deadlines.
Strong time management skills and ability to work in a fast-paced environment.
Ability to manage assigned tasks and daily priorities and follow established schedules.
Initiative to assign one’s own task when scheduled tasks are not taking place.
Demonstrated ability to work independently and within different team settings.
Ability to follow established processes, templates, and quality standards consistently.
Comfort performing repetitive, accuracy‑driven tasks with minimal variation.
Strong record/note keeping skills. Willingness to ask questions and escalate issues rather than guess.
Clear and professional written and verbal communication skills sufficient for routine coordination with property teams and internal stakeholders.
Working knowledge of ENERGY STAR Portfolio Manager or ability to learn quickly.
Growth mindset and openness to feedback and continuous improvement.
High standards of professionalism, ethics, and confidentiality.
Knowledge with online collaboration and file sharing tools, such as SharePoint and Microsoft Office Suite (MS Word, Excel, PowerPoint, Outlook, Teams).
Demonstrated ability to work in a primarily remote environment.

Required Education and/or Experience

Some professional work experience in data support (collection and entry), operations, administration, or a related execution‑focused role.
Some experience with organizational tools.
Some experience with presentations.
Experience with ENERGY STAR Portfolio Manager a plus, but not required.
Experience with utility data a plus, but not required.

Additional Eligibility Qualifications

Work Environment/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.

Travel Requirements
This is a full-time remote 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.

Additional Requirements

No sponsorship available for this position
Non-Exempt Position

#LI-AC1 #LI-Remote

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
401(k) Plan with Company Match: Currently match contributions dollar-for-dollar up to 4% of eligible pay; immediate vesting.
Health & Welfare Benefits: Employer provided medical, dental, vision, prescription drug, Employee Assistance Program and accident & illness coverage.
Life and Disability Insurance: Employer provided basic life insurance and AD&D valued at 50K coverage amount with the option for voluntary buy up for additional coverage.
Time Off: Flexible non-accrual vacation; company holidays per policy. (For California employees, this is separate from California paid sick leave, if applicable.)
Expenses: Business travel and related expenses reimbursed per company policy.

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

Employment Eligibility
Candidates must have current work authorization in the U.S.; visa sponsorship is not available for this position.

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.
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