Client Services Representative - Inside Sales

Trane TechnologiesFort Worth, TX
Hybrid

About The Position

Be a part of our mission! As a world leader in creating comfortable, sustainable, and efficient climate solutions for buildings, homes and transportation, it's our responsibility to put the planet first. For us at Trane Technologies , and through our businesses including Trane® and Thermo King , sustainability is not just how we do business—it is our business. Do you dare to look at the world's challenges and see impactful possibilities? Do you want to contribute to making a better future? If the answer is yes, we invite you to consider joining us in boldly challenging what's possible for a sustainable world. Learn about our benefits designed for you to Thrive at work and at home. We boldly go. Monday to Thursday, work onsite with your colleagues. Fridays, choose your work location, balancing what your work requires.

Requirements

  • Bachelor’s degree or certificate with two years’ work experience preferred.
  • Customer service with relationship building experience is a plus.
  • Competencies: customer focus and relationship building, problem solving and initiative, collaboration and teamwork, adaptability and agility, results orientation
  • Mathematical Aptitude
  • Must be able to multi-task and think critically in high-stress situations.
  • Must be able to communicate effectively in person, by phone and through written communication.
  • Able to work extended hours on occasions when required.
  • Working knowledge of HVAC systems preferred.
  • Must possess a valid driver’s license for a minimum of 12 months.

Responsibilities

  • Responsible for customer satisfaction, retention, and growth for assigned portfolio mostly consisting of small service agreement customers and accounts.
  • Delivers growth by prospecting for other non-agreement customers; sources may include cold calls, leads linkage, quick quotes, and new lead management.
  • Driving new mechanical service agreements and service agreement renewals.
  • Responsible for time and material (T & M) and Quoted Job pull-through opportunities, working with the estimating team on the proposals and delivering proposals to the customer in a time frame to meet their needs.
  • Drives the account management process for assigned portfolio, which includes development of customer account profiles, account strategies, service delivery plan, customer budget planning and scheduled customer visits.
  • Identifies and communicates issues, business goals and objectives on all assigned accounts.
  • Responsible for responding within 24 hours to all customer inquiries and concerns.
  • Responsible for reviewing the financial performance of all assigned accounts on a weekly basis and provide a correction plan for poor performing service agreements to include Accounts Receivable follow up.
  • Responsible for meeting department growth plans by selling and expanding customer base. To include making the required number of customer sales calls monthly.
  • Responsible for customer assurance regarding equipment up-time and reliability.
  • Assists in creating standard work / cadence for meeting customer needs.
  • Assists Account Managers with strategic customers as assigned.
  • Ensures 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 that include generous incentives
  • Family building benefits include fertility coverage and adoption/surrogacy assistance.
  • 401K match up to 6%, plus an additional 2% core contribution = up to 8% company 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 along with tuition assistance and student debt support.
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