Client Services Associate I — HVAC Renewals & Booking

Trane Limited; Augusta (GA); On-site; USD 52,376 - 76,194; Full time

Benefits offered by this job

Health insurance

401(k) plan matching

On-site work benefits

Job summary

Trane Technologies in Augusta/Atlanta is seeking a Client Service Representative I to deliver exceptional service by managing service agreement renewals, generating quotes, and booking service work for the Commercial HVAC business on-site. The role involves learning sales processes on the job and participating in training to grow into a customer-facing CSR II.

Reporting to the Client Service Leader, you will support estimators, maintain Salesforce records, assist accounts receivable, and

Qualifications

• Certificate/degree with 2 years related experience, or HS Diploma + 3 years related experience.
• Strong customer orientation and relationship-building skills.
• Experience with Salesforce or similar CRM is preferred.

Responsibilities

• Support Service Estimators in estimating and booking service work in a timely manner.
• Maintain and drive the Service Agreement renewal process and generate proposals.
• Assist Account Managers with estimating and booking service work for Strategic accounts.
• Identify and communicate issues related to estimating and booking of Service Work.
• Assist in accounts receivable management for existing customers.
• Ensure opportunities are entered into Salesforce and the sales pipeline is up-to-date.

Skills

Customer oriented

Strong communication

Problem solving

Financial acumen

Collaboration

Adaptability

Results driven

Education

College certificate/degree or HS diploma with experience

Tools

Salesforce

MS Office

Job description

Trane Technologies in Augusta/Atlanta is seeking a Client Service Representative I to deliver exceptional service by managing service agreement renewals, generating quotes, and booking service work for the Commercial HVAC business on-site. The role involves learning sales processes on the job and participating in training to grow into a customer-facing CSR II.

Reporting to the Client Service Leader, you will support estimators, maintain Salesforce records, assist accounts receivable, and