Hybrid Client Services & Growth Specialist (HVAC)

Trane Italia; Brea (CA); Hybrid; USD 66,000 - 113,000; Full time

Benefits offered by this job

Health insurance

401K match

Paid time off

Tuition assistance

Job summary

Trane Technologies is seeking a Client Service Representative to deliver exceptional service and support within a sales-driven team. You will manage a portfolio of small service agreements, drive growth with new opportunities, and partner with Account Managers to develop value-driven solutions.

Qualifications include a bachelor’s degree or certificate and 2 years of related experience, with strong communication and multitasking abilities, and a valid driver's license.

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

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.
• Ensures customer opportunities are entered into Salesforce accurately and that the sales pipeline is actively reflected.

Skills

Customer service

Relationship building

Problem solving

Collaboration

Adaptability

Multi-tasking

Effective communication

Driver's license

Education

Bachelor’s degree or certificate

Job description

Trane Technologies is seeking a Client Service Representative to deliver exceptional service and support within a sales-driven team. You will manage a portfolio of small service agreements, drive growth with new opportunities, and partner with Account Managers to develop value-driven solutions.

Qualifications include a bachelor’s degree or certificate and 2 years of related experience, with strong communication and multitasking abilities, and a valid driver's license.