HVAC Solutions Client Success Specialist

CFO Trane U.S. Inc.-CFO; City of Rochester (NY); On-site; USD 57,000 - 83,000; Full time

Benefits offered by this job

Health insurance

401K match up to 6%

Paid time off

Tuition assistance

Job summary

Trane Technologies in Rochester, NY is seeking a Client Service Representative to build long-term customer relationships and grow account penetration by offering HVAC system solutions. You will support account managers, prepare proposals, and drive service opportunities across IAQ, energy solutions, and related equipment.

The role emphasizes developing quotes, coordinating transitions to operations, and delivering strong customer service.

Qualifications

• Bachelor's degree in engineering, engineering technology, business or equivalent from a four-year college or university.
• Minimum one year of experience in Account Management, Mechanical Contracting/HVAC, or Facilities Management.
• Working knowledge of HVAC systems preferred.

Responsibilities

• Support assigned account managers and their customers with HVAC system product selections, proposals and sales development.
• Quote, close, and transition Technician Leads and other Service repair work under.
• Generate estimates and proposals for service work.
• Provide quotes for service repairs, change outs, IAQ, and energy solutions including quotes for time and material as well as fixed price service.
• Prepare transition documents and communicate project readiness for assignment to operations team.

Skills

Account Management

HVAC knowledge

Customer relationships

Education

Bachelor's degree in engineering, engineering technology, business or equivalent

Job description

Trane Technologies in Rochester, NY is seeking a Client Service Representative to build long-term customer relationships and grow account penetration by offering HVAC system solutions. You will support account managers, prepare proposals, and drive service opportunities across IAQ, energy solutions, and related equipment.

The role emphasizes developing quotes, coordinating transitions to operations, and delivering strong customer service.