Client Service Representative I - Birmingham, AL

Trane Italia; Birmingham (AL); On-site; USD 57,000 - 83,000; Full time

Benefits offered by this job

Health insurance

401K with employer match

Paid time off

Tuition assistance

Job summary

Trane Technologies is seeking a Client Service Representative I for on-site work in the Commercial HVAC sector. You will handle contract renewals, quotes, and service bookings while supporting sales teams and developing toward CSR II. Emphasis on customer satisfaction and accurate reporting with Salesforce.

The role emphasizes on-site activity, collaboration with account teams, and timely processing of service requests, with a competitive base salary and benefits.

Qualifications

• Customer-focused approach with strong problem-solving ability.
• Clear communication in person, on the phone, and in writing.
• Valid driver's license and willingness to travel as needed.

Responsibilities

• Assist Service Estimators in estimating and booking service work timely and accurately.
• Manage Service Agreement renewals and generate proposals for customers.
• Support Account Managers with estimates and bookings for strategic accounts.
• Identify issues and align with sales goals and customer needs.
• Assist in accounts receivable management for existing customers.
• Support growth by timely estimating and booking of service work.
• Help create standard work and cadences to meet customer needs.
• Ensure Salesforce accurately reflects opportunities and pipeline.

Skills

Customer-oriented

Effective communication

Driver's license

Education

College/technical degree or HS diploma with experience

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, and through our businesses including Trane®andThermo 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:

On-Site (5 days)

What’s in it for you:

The Client Service Representative I (CSR I) delivers exceptional service and support to our customers by executing the service agreement renewal process, providing quotes, and supporting in the booking process of Service work for the Commercial HVAC business. The role will also focus on the development of sales skills and tactics through on-the-job training and classroom learning. Reporting to the Client Service Leader, this role sits on the operations team and partners closely with the sales team. Responsible for contract renewal, scope expansion, improving customer satisfaction and ensuring contractual obligations are being met. The CSR I role focuses on supporting and learning the sales booking process, with the intent of developing further into a customer-facing role (CSR II) responsible for identifying opportunities for growth and sales in an assigned customer portfolio. 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 orders/contracts for services.

What you will do:

• Responsible for supporting Service Estimators in estimating and booking Service work in a timely manner and in accordance with audit and compliance requirements.
• Responsible for maintaining and driving the Service Agreement renewal process which includes Salesforce Opportunity management, assisting in reviewing contract performance, revising estimates, generating proposals, identifying scope growth opportunities, and delivering proposals to customers
• Supports Account Managers with estimating and booking service work (service agreements, quoted repairs, etc.) for Strategic accounts as assigned.
• Identifies and communicates issues, business goals and objectives as it relates to the estimating and booking of Service Work.
• 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.
• Assists in creating standard work / cadence for meeting customer needs.
• Ensures customer opportunities are entered into Salesforce accurately and that the sales pipeline is actively reflected.
• Other duties as assigned.

What you will bring:

• 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
• Competencies: 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 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.

This role has been designated as on-site unless customer demands require you to be offsite.

Annual Base Salary Range or Hourly Base Pay Range:

$56,936.66 - $82,809.99

Compensation Type:

Salary

Incentive Eligible:

No

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.
• 401K match up to 6%, plus an additional 2% core contribution = up to 8% company contribution.
• Paid time off includes 15 vacation days, 9 paid holidays, 3 floating holidays, sick leave, and additional options to support volunteer and parental leave.
• Educational and training opportunities through company programs along with tuition assistance and student debt support.

Disclaimer: Benefit offerings may vary depending on 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.