Client Service Representative I

Jobtailor; Virginia (MN); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Salesforce

Job summary

Jobtailor in the United States is seeking a Service Renewal Coordinator for the Commercial HVAC division. You will drive the service agreement renewal process, deliver quotes, and support in booking service work while developing sales skills through on-the-job and classroom training.

You will collaborate with account teams to create value-driven solutions, maintain Salesforce opportunities, and assist the local service office with accounts receivable, ensuring timely renewals and measurable

Qualifications

• Certificate/degree with two years related experience, or three years with HS Diploma/GED.
• Strong customer orientation toward focus, service, and relationship building.
• Problem solving and critical thinking under pressure.
• Self-starting and initiative.
• Financial acumen.
• Collaboration and teamwork.
• Adaptability and agility.
• Results orientation.
• Effective communication in person, by phone, and in writing.
• Proficient with telephone, voicemail, computer, and office equipment.
• Able to work extended hours and travel to customer sites.
• Valid driver’s license for at least 12 months with clean record.

Responsibilities

• Deliver service and support to customers by executing the service agreement renewal process.
• Provide quotes and support in booking service work for Commercial HVAC.
• Develop sales skills and tactics through on-the-job training and classroom learning.
• Manage contract renewals, scope expansion, and customer satisfaction.
• Work with account teams to develop value-driven solutions.
• Support Service Estimators in estimating and booking work promptly.
• Maintain Salesforce Opportunity management for renewals.
• Assist local service office with accounts receivable management.
• Support timely estimating and booking to meet growth plans.

Skills

Customer orientation

Problem solving

Self-starting

Collaboration

Adaptability

Results orientation

Effective communication

Financial acumen

Education

College/technical certificate or degree with 2 years related experience

HS Diploma/GED with 3 years related experience

Tools

Salesforce

Office equipment proficiency

Job description

• Deliver exceptional service and support to our customers by executing the service agreement renewal process
• Provide quotes and support in the booking process of Service work for the Commercial HVAC business
• Focus on the development of sales skills and tactics through on-the-job training and classroom learning
• Responsible for contract renewal, scope expansion, improving customer satisfaction and ensuring contractual obligations are being met
• Works with account team(s) to develop innovative solutions that provide a profitable, measurable, and repeatable value
• Responsible for supporting Service Estimators in estimating and booking Service work in a timely manner
• Maintain and drive the Service Agreement renewal process which includes Salesforce Opportunity management
• Assists local service office with management of accounts receivable for existing customers
• Responsible for meeting department growth plans by supporting the timely and effective estimating and booking of Service work

Requirements

• Certificate/degree from college or technical school with two (2) years related experience and/or training; or three (3) years of related experience and/or training with "HS Diploma/GED"
• Strong customer orientation towards focus, service, and relationship building
• Problem solving and critical thinking particularly under situational pressure
• Self-starting and initiative
• Financial acumen
• Collaboration and teamwork
• Adaptability and agility
• Results orientation
• 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
• Able to work extended hours on occasions when required
• Physically able to attend customer sites as required
• Must possess a valid driver’s license for a minimum of 12 months, with no major or frequent traffic violations.

Core Competencies

Demonstrates strong customer orientation and financial acumen while effectively managing service agreement renewals and supporting service estimators. Capable of problem-solving and collaborating with account teams to enhance customer satisfaction and drive growth.

Highest-signal resume keywords

• Service Agreement Renewal Management
• Salesforce Opportunity Management
• Customer Relationship Building
• Problem Solving Under Pressure
• Financial Acumen

ATS Optimization Keywords

Hard Skills

• Service Work Estimation
• Contract Renewal
• Sales Skills Development
• Customer Satisfaction Improvement
• Office Equipment Proficiency

Soft Skills

• Collaboration
• Adaptability
• Initiative
• Results Orientation
• Effective Communication

Certifications & Qualifications

• Valid Driver’s License

Industry Keywords

• Commercial HVAC
• Accounts Receivable Management
• Service Agreement
• Customer Support
• On-the-Job Training

Tools & Technologies

• Salesforce