Client Success & Growth Specialist

Trane Technologies; Brea (CA); On-site; USD 66,000 - 113,000; Full time

Benefits offered by this job

Health insurance

401K match

Tuition assistance

Paid time off

Job summary

Trane Technologies, a world leader in climate solutions, is seeking a Client Services Representative to deliver exceptional service and drive growth within a dedicated account portfolio. The role sits on the sales team and collaborates with operations, with responsibilities including contract management, proposals, and customer satisfaction at client facilities.

Requirements include a Bachelor’s degree or certificate and two years of experience in customer service or relationship building.

Qualifications

• 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.

Responsibilities

• 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.
• Issues entered into Salesforce accurately and the sales pipeline is actively reflected.

Skills

Customer service

Relationship building

Problem solving

Initiative

Collaboration

Adaptability

Results oriented

Mathematical aptitude

Multitasking

Communication

Driver’s license

Education

Bachelor’s degree or certificate

Tools

Salesforce

Job description

Trane Technologies, a world leader in climate solutions, is seeking a Client Services Representative to deliver exceptional service and drive growth within a dedicated account portfolio. The role sits on the sales team and collaborates with operations, with responsibilities including contract management, proposals, and customer satisfaction at client facilities.

Requirements include a Bachelor’s degree or certificate and two years of experience in customer service or relationship building.