Client Service Representative I - West Columbia, SC

Trane Technologies•West Columbia, SC

3d•Onsite

About The Position

As a world leader in creating comfortable, sustainable, and efficient climate solutions for buildings, homes and transportation, Trane Technologies is committed to putting the planet first through its businesses including Trane® and Thermo King. This role is for a Client Service Representative I (CSR I) who will deliver exceptional service and support to customers by executing the service agreement renewal process, providing quotes, and supporting the booking process of Service work for the Commercial HVAC business. The role also focuses on developing sales skills and tactics through on-the-job training and classroom learning. Reporting to the Client Service Leader, this role sits on the operations team and partners closely with the sales team. The CSR I is responsible for contract renewal, scope expansion, improving customer satisfaction, and ensuring contractual obligations are met. The role focuses on supporting and learning the sales booking process with the intent of developing into a customer-facing role (CSR II) responsible for identifying opportunities for growth and sales in an assigned customer portfolio. This position includes sales work at client’s facilities, making sales or obtaining orders/contracts for services.

Requirements

Certificate/degree from college or technical school with two (2) years related experience and/or training; or three (3) years of related experience and/or training with HS Diploma/GED.
Strong customer orientation towards focus, service, and relationship building.
Problem solving and critical thinking particularly under situational pressure.
Self-starting and initiative.
Financial acumen.
Collaboration and teamwork.
Adaptability and agility.
Results orientation.
Must be able to communicate effectively in person, by phone and through written communication.
Must be proficient with use of the telephone and voice mail, the computer, and other office equipment.
Able to work extended hours on occasions when required.
Physically able to attend customer sites as required.
Must possess a valid driver’s license for a minimum of 12 months, with no major or frequent traffic violations included, but not limited to: DUI, Hit & Run, License Suspension, Reckless / Carless Driving, or multiple smaller infractions or preventable collisions in the previous 3 years.

Responsibilities

Supporting Service Estimators in estimating and booking Service work in a timely manner and in accordance with audit and compliance requirements.
Maintaining and driving the Service Agreement renewal process which includes Salesforce Opportunity management, assisting in reviewing contract performance, revising estimates, generating proposals, identifying scope growth opportunities, and delivering proposals to customers.
Supporting Account Managers with estimating and booking service work (service agreements, quoted repairs, etc.) for Strategic accounts as assigned.
Identifying and communicating issues, business goals and objectives as it relates to the estimating and booking of Service Work.
Assisting local service office with management of accounts receivable for existing customers.
Meeting department growth plans by supporting the timely and effective estimating and booking of Service work.
Assisting in creating standard work / cadence for meeting customer needs.
Ensuring customer opportunities are entered into Salesforce accurately and that the sales pipeline is actively reflected.
Other duties as assigned.

Benefits

Health insurance
Holistic wellness programs with generous incentives
Family building benefits include fertility coverage and adoption/surrogacy assistance.
401K match up to 6%, plus an additional 2% core contribution
15 vacation days
9 paid holidays
3 floating holidays
Sick leave
Additional options to support volunteer and parental leave.
Educational and training opportunities through company programs
Tuition assistance
Student debt support.