Client Service Representative I- Charlotte, NC

Trane Technologies; Charlotte (NC); On-site; USD 57,000 - 83,000; Full time

Benefits offered by this job

Health insurance

401K match

Paid time off

Tuition assistance

Job summary

Trane Technologies is seeking a CSR I to support the service renewal process and booking of service work for the Commercial HVAC sector. You will partner with the sales team and account managers, handling quotes and proposals while developing sales skills on the job and in training sessions.

Reporting to the Client Service Leader, this on-site role involves visiting client facilities, driving timely estimates and bookings, and growing into a CSR II with opportunities for growth and expansion of

Qualifications

• College or technical degree with 2 years related experience, or HS Diploma with 3 years related experience.
• Strong customer orientation towards service and relationship building; able to problem-solve under pressure.
• Excellent written and verbal communication; proficient with telephone and office tech.

Responsibilities

• Support Service Estimators in estimating and booking service work promptly.
• Maintain and drive the Service Agreement renewal process in Salesforce; review performance and proposals.
• Assist Account Managers with estimating and booking for Strategic accounts.
• Identify issues and goals related to estimating and booking Service Work.
• Assist local service office with accounts receivable management.
• Support growth by timely estimating and booking of Service work.
• Help create standard work and cadence to meet customer needs.
• Ensure opportunities are entered into Salesforce and sales pipeline is updated.
• Other duties as assigned.

Skills

Customer focus

Communication

Problem solving

Teamwork

Self-motivation

Adaptability

Financial acumen

Drive for results

Relationship building

Phone/voicemail proficiency

Education

College/Technical degree

HS Diploma

Tools

Salesforce

CRM software

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

On-Site (5 days)

What\'s In It For You

The 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.
• 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.