Client Services Representative

CFO Trane U.S. Inc.-CFO; Downtown Brea (CA); Hybrid; USD 66,000 - 113,000; Full time

Benefits offered by this job

Health insurance

401K match

Tuition assistance

Paid time off

Paid holidays

Job summary

Trane Technologies is seeking a Client Service Representative to deliver exceptional service within a sales-driven team. You will support Account Managers, drive customer satisfaction, and help grow the portfolio with timely proposals and solutions.

Strong communication, reliability, and the ability to manage multiple tasks are essential. Experience in customer service and a relevant degree or certification is preferred, with on-site work Monday-Thursday and flexible Friday options across

Qualifications

• Bachelor’s degree or certificate with two years’ work experience preferred.
• Customer service with relationship building experience is a plus.

Responsibilities

• Deliver exceptional service and support to customers within a specific group of Account Managers.
• Identify opportunities for growth and sales in assigned portfolio; work with sales team on solutions.
• Develop customer account profiles and service delivery plans; manage visits and budgets.

Skills

Customer focus

Relationship building

Problem solving

Collaboration

Adaptability

Results orientation

Mathematical aptitude

Multi-tasking

Communication

Extended hours

Education

Bachelor’s degree

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® 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.

What's in it for you:

The Client Service Representative delivers exceptional service and support to our customers within a specific group of assigned Account Managers. This role is important to meeting the financial and business goals for the Region’s service business. This role sits on the sales team and partners closely with operations. Responsible for scope expansion, improving customer satisfaction and ensuring contractual obligations are being met. Identifies opportunities for growth and sales in assigned customer portfolio and partners with the sales team as required. 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. Duties include making sales or obtaining order or contracts for services.

What you will do:

Responsible for customer satisfaction, retention, and growth for assigned portfolio mostly consisting of small service agreement customers and accounts. Delivers growth by prospecting for other non-agreement customers; sources may include cold calls, leads linkage, quick quotes, and new lead management. Driving new mechanical service agreements and service agreement renewals. Responsible for time and material (T & M) and Quoted Job pull-through opportunities, working with the estimating team on the proposals and delivering proposals to the customer in a time frame to meet their needs. 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. Identifies and communicates issues, business goals and objectives on all assigned accounts. Responsible for responding within 24 hours to all customer inquiries and concerns. Responsible for reviewing the financial performance of all assigned accounts on a weekly basis and provide a correction plan for poor performing service agreements to include AR follow up. Responsible for meeting department growth plans by selling and expanding customer base. To include making the required number of customer sales calls monthly. Responsible for customer assurance regarding equipment up-time and reliability. Assists in creating standard work / cadence for meeting customer needs. Assists Account Managers with strategic customers as assigned. Ensures customer opportunities are entered into Salesforce accurately and that the sales pipeline is actively reflected. Other duties as assigned.

What you will bring:

Bachelor’s degree or certificate with two years’ work experience preferred. Customer service with relationship building experience is a plus.

Competencies:

• customer focus and relationship building
• problem solving and initiative
• collaboration and teamwork
• adaptability and agility
• results orientation
• Mathematical Aptitude
• Must be able to multi-task and think critically in high-stress situations.
• Must be able to communicate effectively in person, by phone and through written communication.
• Able to work extended hours on occasions when required.

· Working knowledge of HVAC systems preferred. Must possess a valid driver’s license for a minimum of 12 months.

Annual Base Salary Range or Hourly Base Pay Range: $66,056.66 - $113,400.00 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.

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.

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.

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.

At Trane Technologies, we believe in providing equal access and opportunity for all.

We are committed to providing reasonable accommodations to our candidates and employees who may need assistance with application or recruitment processes due to disability or impairment.

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