Client Services Representative (CSR)

Trane Technologies; Burnaby; On-site; CAD 72,000 - 145,000; Full time

Job summary

Trane Technologies in Burnaby, BC, is hiring a Client Service Representative to deliver exceptional service, renew service agreements, provide quotations, and follow up on leads. The role blends sales with service to grow the regional portfolio.

You will report to the General Sales Manager, need a Bachelor’s degree (or equivalent), strong customer focus, problem solving, teamwork, and Salesforce experience. A valid driver’s license and ability to multi-task are required.

Qualifications

• Bachelor’s degree or equivalent preferred.
• Candidates without a 4-year degree are encouraged to apply; practical experience is valued.
• Competencies: customer focus, problem solving, collaboration, adaptability, results orientation.
• Understanding accounts receivable, credit, and basic ROI calculations.
• Customer service capacity is a plus.
• Must multi-task and think critically in high-stress situations.
• Effective communication in person, by phone and in writing.
• Proficient with telephone, computer, and Salesforce experience.

Responsibilities

• Responsible for customer satisfaction, retention, and growth for assigned portfolio, mainly small service agreement customers and house accounts.
• Drives growth by prospecting other non-agreement customers and managing leads and quotes.
• Manages T&M and Quoted Job opportunities with the estimating team and delivers proposals timely.
• Leads account management including customer profiles, strategies, and budget planning with scheduled visits.
• Identifies issues and communicates business goals and objectives on all accounts.
• Responds within 24 hours to inquiries and reviews weekly AR performance with corrective plans.
• Supports department growth goals by making required customer sales calls.

Skills

Customer service

Account management

Communication

Problem solving

Teamwork

Sales

Time management

Education

Bachelor’s degree or equivalent

Tools

Salesforce

Job description

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 (https://www.tranetechnologies.com/) , and through our businesses including Trane® (http://www.trane.com/index.html) and Thermo King (http://www.thermoking.com/na/en.html) , 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 (http://careers.tranetechnologies.com/global/en/benefits) designed for you to Thrive at work and at home.

We boldly go.

Where is the work:

On-Site (5 days)

Trane Technologies is hiring a Client Service Representative in Burnaby, BC.

What's in it for you:

The Client Service Representative delivers exceptional service and support to our customers by executing the service agreement renewal process, providing quotations and following up on submitted leads. This role is important to meeting the financial and business goals for the Region’s service business. Reporting to General Sales Manager in BC, this role sits on the Sales team and partners closely with Sales. Responsible for contract renewal, scope expansion, improving customer satisfaction and ensuring contractual obligations are being met. Identifies opportunities for growth and sales in assigned customer portfolio and partners with the sales team as required. Works with account team(s) to develop innovative solutions that provide a profitable, measurable, and repeatable value. This position includes sales work at client’s facilities. Duties include making sales or obtaining order or contracts for services.

What you will do:

• Responsible for customer satisfaction, retention, and growth for assigned portfolio mostly consisting of small service agreement customers and house accounts.

• Delivers growth by prospecting for other non-agreement customers; sources may include cold calls, leads linkage, quick quotes, managing bid portal and new lead management.

• Responsible for 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 AR 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 and help develop local vendors.

• Ensures customer opportunities are entered into Salesforce accurately and that the sales pipeline is actively reflected.

• Local Marketing for sales initiatives (working with our National team at a local level).

• Other duties as assigned.

What you will bring:

• Bachelor’s degree or equivalent preferred.

• Candidates without a 4-year degree are encouraged to apply; we prioritize practical experience, relevant skills, and alignment with our leadership principles.

• Competencies: customer focus and relationship building, problem solving and initiative, collaboration and teamwork, adaptability and agility, results orientation

• Needs to understand customers’ accounts receivables, credit, and be able to do basic return on investment calculations.

• Customer service capacity a plus.

• 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.

• Must be proficient with use of the telephone and voice mail, the computer, and other office equipment. Proficiency in use of systems like Salesforce will be important.

• 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, with no major or frequent traffic violations included, but not limited to:

• DUI, Hit & Run, License Suspension, Reckless / Carless Driving, or multiple smaller infractions or preventable collisions in the previous 3 years.

Annual Base Salary Range or Hourly Base Pay Range:

$50,900.00 - $101,745.00

Compensation Type:

Salary

Incentive Eligible:

Yes

Sales Commission Eligible:

No

Disclaimer : We strive to provide competitive compensation for this position, tailored to a variety of factors. The actual compensation will depend on elements such as seniority, merit, geographic location, education, experience, travel requirements, and union designation. Our compensation range is generally based on the national average for the country. Additionally, benefits may vary depending on the region, business alignment, union involvement, and employee status.

This posting is for an existing vacancy. The position is imminently available, and qualified candidates will be considered for immediate placement.

We offer competitive compensation and comprehensive benefits and programs. We are an equal opportunity employer; all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, pregnancy, age, marital status, disability, status as a protected veteran, or any legally protected status.