Client Services Representative

Trane Technologies•Reno, NV
•Hybrid

About The Position

The Client Services Representative delivers customer service and support to customers within a specific group of assigned Account Managers. The role supports the financial and business goals of the Reno, Nevada Region’s service business by expanding service scope, improving customer satisfaction, meeting contractual obligations, and identifying growth and sales opportunities in an assigned customer portfolio. The representative partners with account teams and operations to develop profitable, measurable, and repeatable customer solutions. The position includes customer support and sales activities at client facilities as needed, including selling or obtaining orders or service contracts in the Reno, Nevada territory. The position is onsite Monday through Thursday, with the option to choose a work location on Fridays according to work needs. It is salary-based and incentive-eligible, but not sales-commission-eligible. The role is designated Safety Sensitive.

Requirements

  • Bachelor's degree or certificate with two years of work experience preferred.
  • Able to multitask and think critically in high-stress situations.
  • Able to communicate effectively in person, by phone, and through written communication.
  • Able to work extended hours on occasions when required.
  • Must possess a valid driver's license for at least 12 months.

Nice To Haves

  • Customer service and relationship-building experience.
  • Working knowledge of HVAC systems.
  • Bachelor's degree or certificate with two years of work experience.

Responsibilities

  • Manage customer satisfaction, retention, and growth for an assigned portfolio, primarily consisting of small service agreement customers and accounts.
  • Prospect non-agreement customers through sources such as cold calls, lead linkage, quick quotes, and new lead management.
  • Drive new mechanical service agreements and service agreement renewals.
  • Develop time-and-material and quoted-job pull-through opportunities, collaborating with the estimating team on proposals and delivering them within the customer's required timeframe.
  • Drive account management for the assigned portfolio, including customer account profiles, account strategies, service delivery plans, customer budget planning, and scheduled customer visits.
  • Identify and communicate issues, business goals, and objectives for assigned accounts.
  • Respond to all customer inquiries and concerns within 24 hours.
  • Review assigned accounts' financial performance weekly and provide correction plans for underperforming service agreements, including accounts receivable follow-up.
  • Meet department growth plans by selling and expanding the customer base, including making the required number of customer sales calls each month.
  • Provide customer assurance regarding equipment uptime and reliability.
  • Assist in creating standard work and cadence for meeting customer needs.
  • Assist Account Managers with strategic customers as assigned.
  • Accurately enter customer opportunities into Salesforce and keep the sales pipeline actively reflected.
  • Perform other duties as assigned.

Benefits

  • Health insurance beginning on day one for the employee and family.
  • Holistic wellness programs with incentives.
  • Fertility coverage and adoption/surrogacy assistance.
  • Up to 15 vacation days, paid holidays, sick leave, and additional options supporting volunteer and parental leave.
  • 401(k) match.
  • Educational and training opportunities through company programs.
  • Tuition assistance and student debt support.
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