Client Services Team Project Administrator
About The Position
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. Trane has a new exciting opportunity to join our organization as a Client Services Team Project Administrator! Under moderate supervision, this position works closely with regional team, and is responsible for routine documentation, processing of quotations and leads, job costing, customer invoicing, and administrative oversight. This position can be seated out of any one of our offices throughout the region.
Requirements
- Associates Degree required and up to two (2) years of related experience and/ or training preferred.
- Must have strong communication skills, proactive approach with willingness to work independently as well as part of a team.
- Demonstrated ability to perform tasks such as problem solving, decision making, rational thinking, and exercising good judgement.
- Experience prioritizing tasks in order to meet tight deadlines within a fast-paced environment.
- Flexibility to work overtime/ weekends, as required.
Nice To Haves
- Previous experience with financial systems and basic accounting, including accounts receivable and accounts payable, an asset.
- Familiarity with the operation of HVAC Systems preferred not required.
Responsibilities
- Process and manage Tech Leads in a timely and accurate manner.
- Follow up on Quick Quotes and update records to reflect sold opportunities.
- Coordinate technician payments related to Quick Quotes and Tech Leads, including running and reviewing Excel reports.
- Manage the approval process, including inviting new vendors and maintaining relationships with current vendors for the Regional Service Group.
- Provide backup support for the SSC role as needed.
- Review and process credit approvals.
- Manage purchase order acknowledgements.
- Support transition-related activities and processes.
- Create and maintain customer accounts.
- Create and manage location records.
- Maintain accurate asset management records in Salesforce.
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
- Tuition assistance
- Student debt support.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
