Client Service Representative

CFO Trane U.S. Inc.-CFO; Plainview (NY); On-site; USD 51,000 - 103,000; Full time

Benefits offered by this job

Health insurance

401K match

Paid time off

Fertility coverage

Adoption assistance

Job summary

Trane Technologies seeks a customer-focused professional to deliver service and sales support to clients, while aiding internal Sales to meet financial goals.

Role involves site visits, collaboration with estimating and operations, and timely responses to customer inquiries. Strong MS Office skills, a 2-year degree, and a valid driver's license are required.

Qualifications

• Minimum of 2-year degree required; experience in customer service is a plus.
• Ability to handle high‑stress situations and communicate effectively in person, by phone and in writing.
• Proficient with telephone, computer and office equipment; strong MS Office skills (Excel/Word).
• Must have a valid driver’s license and reliable transportation; willingness to work extended hours.
• Mathematical aptitude and comfort with data in a fast-paced environment.

Responsibilities

• Deliver customer satisfaction, retention, and growth for the assigned portfolio.
• Drive the account management process with development of profiles, strategies, and visits.
• Respond within 24 hours to inquiries and concerns; identify opportunities for growth.
• Collaborate with sales, estimating, and operations to support client needs.
• Visit customer sites multiple times weekly; coordinate with service resources and schedules.
• Review account financial performance and suggest corrective actions when needed.

Skills

Customer Service

Communication

Microsoft Office

Excel

Word

Driver's License

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 expansion, 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.

Compensation

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.

Benefits

• 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.
• Safety Sensitive Role: Yes
• 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.

About Us

At Trane Technologies, we’re climate innovators with the courage to look at our world’s challenges and see endless opportunities. We aren’t afraid to make bold commitments that set new standards to enhance the health and well‑being of our employees, customers, communities, and the planet we share. Learn more about what we do & how we do it.

Join the Team

Joining the Trane Technologies team is more than just a job – it’s the beginning of a career full of purpose, impact, and meaningful contributions that challenge what’s possible for a more sustainable future. Together, we know we can change the world. With an inclusive culture, benefits to support you and your family, limitless opportunities to grow, flexibility to help you balance life’s demands, and more – you’ll be supported to thrive at work and at home. Learn more about building a career with us.

To request an accommodation, please contact us at: [e-mail]