Client Service Representative

Trane Technologies; Plainview (NY); On-site; USD 51,000 - 103,000; Full time

Benefits offered by this job

Health insurance

401K match

Paid time off

Tuition assistance

Adoption/Fertility benefits

Job summary

Trane Technologies is seeking a client-focused account manager to deliver customer service and sales solutions while supporting internal teams to meet financial goals. You will engage with customers at their facilities, identify growth opportunities, and coordinate with Estimating, Operations, Sales, and Billing to align on proposals.

The role involves regular site visits, collaboration with cross-functional teams, and driving renewal and revenue initiatives across an assigned portfolio.

Qualifications

• Minimum of 2-year degree required.
• Experience not required, but experience in a customer service capacity a plus.
• Must be able to handle 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 office equipment.
• Proficient in Microsoft Office applications, particularly Excel and Word.
• Valid driver's license and reliable means of transportation.
• Able to work extended hours on occasions when required.

Responsibilities

• Maintain customer satisfaction, retention, and growth for assigned portfolio.
• Drive account management including budgets, visits, and responding to inquiries.
• Visit customer sites at least three times a week to identify opportunities.
• Coordinate with Service Resource Coordinators to align schedules and parts.
• Review financial performance monthly and propose corrective actions.
• Provide weekly activity plans and participate in trainings and meetings.

Skills

Customer service

Communication

MS Office

Mathematical aptitude

Driver's license

Stress management

Time management

Education

2-year degree

Tools

Microsoft Excel

Microsoft Word

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, 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.

Where Is The Work

Monday to Thursday, work onsite with your colleagues. Fridays, choose your work location, balancing what your work requires.

Job Summary

Delivers positive customer service experience and sales solutions to our customers while assisting internal Sales team meet financial and business goals and objectives. Provides customer support and ensures customer satisfaction goals are achieved. Oversees customer contract renewals and extension, improving customer satisfaction and ensuring contractual obligations are achieved. Assist Sales Team with implementation of corporate initiatives as determined by Services Sales Leader. Identifies opportunities for growth and sales within the existing customer base and coordinates activities with the account management team to develop strategies to win. Collaborates with Estimating, Operations, Sales and Billing teams to ensure customer needs are supported. Works with account team(s) to develop innovative solutions that provide a profitable, measurable, and repeatable value. This position includes customer support and sales activities at client's facilities as needed.

Essential Duties And Responsibilities

• Responsible for customer satisfaction, retention, and growth for assigned portfolio.
• 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. Responsible for responding within 24-hours to all customer inquiries and concerns.
• Identifies and communicates issues, business goals and objectives to the account team(s) and leadership on all assigned accounts.
• Visit customers sites at least three times a week to ensure assigned work is being executed properly, identifying sales opportunities, and communicating with the customer.
• Responsible for working with the Service Resource Coordinators to ensure the technician's schedules and parts/materials are in place to deliver company profits and meet the customer obligations on assigned portfolio.
• Responsible for T & M and Quoted Job pull-through opportunities, collaborating with the account manager and the estimating team on the proposals and delivering proposals to the customer in a time to meet their needs.
• Responsible for customer Accounts Receivable communication and follow-up.
• Responsible for collaboration and follow up on sales leads and quick quotes.
• Responsible for service agreement renewal activity with customer directly, managing the booking process and achieving monthly targets.
• Responsible to review the financial performance of all assigned accounts on monthly basis and provide a correction plan for poor performing service agreements.
• Provides a weekly activity plan to the Service Sales Team Leader and Area Service Manager
• Attends sales and customer support development trainings.
• Attends sales meetings.

Other Responsibilities

• Prioritizes workload and customer requests to ensure a positive customer experience.
• Establishes and maintains effective internal working relationships with co-workers, supervisors etc. along with external customers.
• Prepares reports/correspondence and maintains files.
• Schedules, participates and/or leads meetings, conferences, and project team activities.
• Communicate and liaise verbally, in writing, and in person with external and internal stakeholders. For example: customers/suppliers/visitors/enquirers and relevant staff. Provide accurate information in timely manner.
• Maintain consistent and professional attendance, punctuality, personal appearance, and adherence to relevant health & safety procedures.
• Pursues personal development of skills and knowledge necessary for the effective performance of the role. Attends training to develop relevant knowledge, techniques, and skills.
• Adheres to health and safety policy, and other requirements relating to care of equipment.
• Other responsibilities as required.

Qualifications

• Minimum of 2-year degree required.
• Experience not required, but experience in a customer service capacity a plus.
• Must be able to handle 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.
• Proficient in Microsoft Office applications, particularly Excel and Word
• Mathematical Aptitude
• Must have a valid driver's license and reliable means of transportation.
• Able to work extended hours on occasions when required.

Annual Base Salary Range Or Hourly Base Pay Range

$50,800.00 - $102,690.00

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.

Thrive At Work And At Home

• Benefits kick in on DAY ONE for you and your family, including health insurance and holistic wellness programs that include generous incentives – WE DARE TO CARE!
• Family building benefits include fertility coverage and adoption/surrogacy assistance.
• Paid time off includes up to 15 vacation days, paid holidays, sick leave, and additional options to support volunteer and parental leave.
• 401K match up, educational and training opportunities through company programs along with tuition assistance and student debt support.

Disclaimer: Benefit offerings may vary by site as well as Collective Bargaining Agreements and local/state regulations

Safety Sensitive Role

Yes

The company designates certain roles as Safety Sensitive. Safety Sensitive roles may require that you pass additional drug screening.

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.