Client Services Representative

Trane Italia • Fort Worth, TX

1d • $44,300 - $89,425 • Hybrid

About The Position

The Client Services Representative delivers service and sales support to customers by managing service agreement renewals, preparing quotations, and following up on leads. The role supports regional service-business financial and business goals and is responsible for contract renewal, scope expansion, customer satisfaction, and meeting contractual obligations. It identifies growth opportunities in an assigned customer portfolio and works with sales and operations teams to develop profitable, measurable, and repeatable customer solutions. The position also includes customer support and sales activities at client facilities as needed, including making sales or obtaining service orders and contracts.

Requirements

• Bachelor’s degree or certificate with two years of work experience preferred.
• Must possess a valid driver’s license for at least 12 months.
• Must be able to multitask and think critically in high-stress situations.
• Must communicate effectively in person, by phone, and in writing.
• Able to work extended hours on occasion when required.
• Mathematical aptitude.

Nice To Haves

• Customer service and relationship-building experience.
• Working knowledge of HVAC systems.

Responsibilities

• Maintain customer satisfaction, retention, and growth for an assigned portfolio, primarily small service agreement customers and accounts.
• Prospect for non-agreement customers through sources such as cold calls, lead linkage, quick quotes, and new lead management.
• Drive sales of new mechanical service agreements and renewals.
• Manage time-and-material and quoted-job pull-through opportunities, collaborating with the estimating team on proposals and delivering them within customer timelines.
• 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-account 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 completing the required number of monthly customer sales calls.
• 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 updated.
• Perform other duties as assigned.

Benefits

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level