Client Success & Account Manager

CFO Trane U.S. Inc.-CFO; Ashland (VA); 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 in the United States seeks an Account Manager to drive customer satisfaction, retention, and growth for an assigned portfolio. You will lead the account management process, develop customer profiles and budgets, respond within 24 hours, and identify sales opportunities.

You will visit customers’ sites, coordinate with service resources, and collaborate with the estimating team on proposals to meet timelines and profitability goals.

Qualifications

• Customer service experience is a plus.
• Must be able to handle high-stress situations.
• 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.
• Proficient in Microsoft Office applications, particularly Excel and Word, in addition to Salesforce exposure.
• Mathematical aptitude.
• Must have a valid driver’s license and reliable means of transportation.
• Able to work extended hours on occasions when required.

Responsibilities

• Responsible for customer satisfaction, retention, and growth for assigned portfolio.
• Drives the account management process for assigned portfolio, which includes development of customer account profiles, account strategies, service delivery plan and customer budget planning.
• Responsible for responding within 24-hours to all customer inquiries and concerns.
• Identifies and communicates issues, business goals and objectives to the account team(s) and leadership on all assigned accounts.
• Visit customers’ sites to ensure assigned work is being executed properly, identifying sales opportunities, and communicating with the customer.
• Responsible for working with the Service Resource Coordinators to ensure the technician’s schedules and parts/materials are in place to deliver company profits and meet the customer obligations on assigned portfolio.
• Responsible for T & M and Quoted Job pull-through opportunities, collaborating with the account manager and the estimating team on the proposals and delivering proposals to the customer in a time to meet their needs.
• Responsible for customer Accounts Receivable communication and follow-up.
• Responsible for collaboration and follow up on sales leads and quick quotes.
• Responsible for service agreement renewal activity with customer directly, managing the booking process and achieving monthly targets.
• Responsible to review the financial performance of all assigned accounts on monthly basis and provide a correction plan for poor performing service agreements.
• Provides a weekly activity plan to the Client Service Team Leader Attends sales and customer support development trainings. Attends sales meetings.

Skills

Customer service

Communication

Microsoft Office

Salesforce

Excel

Word

Driver's license

Extended hours

Mathematical aptitude

Tools

Salesforce

Job description

Trane Technologies in the United States seeks an Account Manager to drive customer satisfaction, retention, and growth for an assigned portfolio. You will lead the account management process, develop customer profiles and budgets, respond within 24 hours, and identify sales opportunities.

You will visit customers’ sites, coordinate with service resources, and collaborate with the estimating team on proposals to meet timelines and profitability goals.