Client Services Representative (CSR) - La Vista

Trane Italia•La Vista, NE

8d•Hybrid

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. Sustainability is integral to their business. The Client Services Representative (CSR) will be responsible for client satisfaction, retention, and growth for an assigned portfolio, engaging with customers and collaborating with colleagues in the office. This role involves driving account management processes, responding to client inquiries, identifying issues and sales opportunities, visiting client sites, and facilitating sales leads and the Service Linkage program. The CSR will also attend sales and client support development trainings and meetings.

Requirements

A desire to understand our business and passion to connect current and potential clients with service offerings designed to create efficient and sustainable buildings.
Bachelor’s Degree or 1 to 3 years of experience in a service or client service capacity.
Must be able to handle high-stress situations.
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.
Proficient in Microsoft Office applications, particularly Excel and Word.
Available for local travel.
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/Careless Driving or multiple smaller infractions or preventable collisions in the previous 3 years.
Able to work extended hours on occasions when required.

Nice To Haves

Knowledge of HVAC Systems is a plus.

Responsibilities

Responsible for client satisfaction, retention, and growth for assigned portfolio.
Drives the account management process for assigned portfolio, which includes development of client account profiles, account strategies, service delivery plan, and scheduled client visits.
Responsible for responding within 24-hours to all client inquiries and concerns.
Identifies and communicates issues, business goals and objectives to the account team(s) and leadership on all assigned accounts.
Visit clients sites regularly to ensure assigned work is being executed properly, identifying sales opportunities, and communicating with the client.
Responsible for T & M and Quoted Job pull-through opportunities, collaborating with the account manager on the proposals and delivering timely proposals to the client to meet their needs.
Responsible for collaboration and follow-up on sales leads and quick quotes generated by the service technician team.
Responsible for facilitation of the Service Linkage program.
Attends sales and client support development trainings.
Attends sales meetings.
Prioritizes workload and client requests to ensure a positive client experience.
Establishes and maintains effective internal working relationships with co-workers, supervisors etc. along with external clients.
Communicate and liaise verbally, in writing, and in person with external and internal stakeholders. For example: clients/suppliers/visitors/enquirers and relevant staff.
Provide accurate information in timely manner.
Maintain consistent and professional attendance, punctuality, personal appearance, and adherence to relevant health & safety procedures.
Pursues personal development of skills and knowledge necessary for the effective performance of the role.
Attends training to develop relevant knowledge, techniques, and skills.
Adheres to health and safety policy, and other requirements relating to care of equipment.
Other responsibilities as required.