Data Services Associate

About the Role

RE Tech Advisors, a Legence Company, is a sustainability data and advisory firm. This role supports RE Tech’s sustainability data management and analytics work by collecting, entering, validating, and maintaining accurate property-level ESG and utility data. The role executes structured, repeatable data acquisition tasks within established processes and tools, with a strong focus on accuracy, completeness, and timeliness. The associate works closely with internal teams and client property management contacts.

Key Responsibilities

• Support property onboarding by coordinating with property management teams to gather essential information.
• Create, update, and maintain property-level data in internal databases and tools, including ENERGY STAR Portfolio Manager.
• Lead preparation for ENERGY STAR Portfolio Manager training by coordinating across departments.
• Coordinate with property management teams and utility companies to collect utility data for ENERGY STAR Portfolio Manager.
• Maintain utility data collection quarterly and annually for manual updates.
• Obtain, review, and validate building documentation; follow up 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.
• Assist other departments with mass property management reach out using mail merge.
• Support routine data quality checks and corrections within defined workflows.
• Complete utility data upload from invoices using AI bill reading tools.
• Support property offboarding by ensuring utility data is updated through the sell date and creating copies.
• Track time accurately and bill to appropriate job codes.
• Follow all company policies, processes, and documentation standards.
• Escalate issues, edge cases, or process exceptions to Leads or Managers.
• Perform other duties as needed.

Requirements & Tech Stack

• 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.
• 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.
• Clear and professional written and verbal communication skills.
• 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.

Qualifications

• 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 is a plus.
• Experience with utility data is a plus.

Work Environment

• Full-time remote position.
• Required to report to the office during onboarding and training.
• Periodically travel into the office for meetings, as needed.