HVAC Client Service & Renewal Specialist

Trane Technologies; Charlotte (NC); 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 is seeking a CSR I to support the service renewal process and booking of service work for the Commercial HVAC sector. You will partner with the sales team and account managers, handling quotes and proposals while developing sales skills on the job and in training sessions.

Reporting to the Client Service Leader, this on-site role involves visiting client facilities, driving timely estimates and bookings, and growing into a CSR II with opportunities for growth and expansion of

Qualifications

• College or technical degree with 2 years related experience, or HS Diploma with 3 years related experience.
• Strong customer orientation towards service and relationship building; able to problem-solve under pressure.
• Excellent written and verbal communication; proficient with telephone and office tech.

Responsibilities

• Support Service Estimators in estimating and booking service work promptly.
• Maintain and drive the Service Agreement renewal process in Salesforce; review performance and proposals.
• Assist Account Managers with estimating and booking for Strategic accounts.
• Identify issues and goals related to estimating and booking Service Work.
• Assist local service office with accounts receivable management.
• Support growth by timely estimating and booking of Service work.
• Help create standard work and cadence to meet customer needs.
• Ensure opportunities are entered into Salesforce and sales pipeline is updated.
• Other duties as assigned.

Skills

Customer focus

Communication

Problem solving

Teamwork

Self-motivation

Adaptability

Financial acumen

Drive for results

Relationship building

Phone/voicemail proficiency

Education

College/Technical degree

HS Diploma

Tools

Salesforce

CRM software

Job description

Trane Technologies is seeking a CSR I to support the service renewal process and booking of service work for the Commercial HVAC sector. You will partner with the sales team and account managers, handling quotes and proposals while developing sales skills on the job and in training sessions.

Reporting to the Client Service Leader, this on-site role involves visiting client facilities, driving timely estimates and bookings, and growing into a CSR II with opportunities for growth and expansion of