Client Success & Sales Support Specialist

Trane Technologies; Plainview (NY); On-site; USD 51,000 - 103,000; Full time

Benefits offered by this job

Health insurance

401K match

Paid time off

Tuition assistance

Adoption/Fertility benefits

Job summary

Trane Technologies is seeking a client-focused account manager to deliver customer service and sales solutions while supporting internal teams to meet financial goals. You will engage with customers at their facilities, identify growth opportunities, and coordinate with Estimating, Operations, Sales, and Billing to align on proposals.

The role involves regular site visits, collaboration with cross-functional teams, and driving renewal and revenue initiatives across an assigned portfolio.

Qualifications

• Minimum of 2-year degree required.
• Experience not required, but experience in a customer service capacity 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 office equipment.
• Proficient in Microsoft Office applications, particularly Excel and Word.
• Valid driver's license and reliable means of transportation.
• Able to work extended hours on occasions when required.

Responsibilities

• Maintain customer satisfaction, retention, and growth for assigned portfolio.
• Drive account management including budgets, visits, and responding to inquiries.
• Visit customer sites at least three times a week to identify opportunities.
• Coordinate with Service Resource Coordinators to align schedules and parts.
• Review financial performance monthly and propose corrective actions.
• Provide weekly activity plans and participate in trainings and meetings.

Skills

Customer service

Communication

MS Office

Mathematical aptitude

Driver's license

Stress management

Time management

Education

2-year degree

Tools

Microsoft Excel

Microsoft Word

Job description

Trane Technologies is seeking a client-focused account manager to deliver customer service and sales solutions while supporting internal teams to meet financial goals. You will engage with customers at their facilities, identify growth opportunities, and coordinate with Estimating, Operations, Sales, and Billing to align on proposals.

The role involves regular site visits, collaboration with cross-functional teams, and driving renewal and revenue initiatives across an assigned portfolio.