Independent Fulfillment Analyst

Trane Technologies; Davidson (NC); On-site; USD 73,000 - 101,000; Full time

Benefits offered by this job

Health insurance

401K match

Paid time off

Job summary

Trane Technologies, a world leader in climate solutions, seeks an Independent Fulfillment Analyst to support Reimbursement processing, Case Management, and LSRA approvals as Independent Sales Offices deploy into WorkSight. Primary responsibilities include overseeing reimbursements and approvals and ensuring accuracy across related financial actions.

This role may sit at any Commercial sales office and requires collaboration with Independent teams, applying policy knowledge and professional

Qualifications

• 3+ years experience in Sales, Order Management, Equipment Fulfillment, Continuous Improvement, Project Management, Project Administration, or Claims Administration.
• Bachelor’s degree preferred.
• Willingness to travel 10-15%.
• Strong communication and collaboration skills.

Responsibilities

• Enable administrative processes for Independent deployment in WorkSight, including Reimbursements, Case Management, and LSRA.
• Understand and explain core Equipment Fulfillment concepts such as Revenue Policy, LSRA, Rebalance, Forecast, and scope changes on margin and revenue recognition.
• Leverage standards to drive standardized work across the Independent organization within scope.
• Provide first-level support and coaching, escalate for advanced coaching as needed.

Skills

Sales

Order Management

Equipment Fulfillment

Continuous Improvement

Project Management

Project Administration

Claims Administration

Education

Bachelor’s degree

Job description

Be a part of our mission! As a world leader in creating comfortable, sustainable, and efficient climate solutions for buildings, homes and transportation, it's our responsibility to put the planet first. For us at Trane Technologies, and through our businesses including Trane® and Thermo King, sustainability is not just how we do business—it is our business. Do you dare to look at the world's challenges and see impactful possibilities? Do you want to contribute to making a better future? If the answer is yes, we invite you to consider joining us in boldly challenging what's possible for a sustainable world.

Learn about our benefits designed for you to Thrive at work and at home.

We boldly go.

Where Is The Work

Monday to Thursday, work onsite with your colleagues. Fridays, choose your work location, balancing what your work requires.

What's In It For You

As the Independent Fulfillment Analyst, you provide approval, transactional, and first-level process support for Trane’s Independent Sales Offices as they deploy into the WorkSight environment, with primary responsibility for Reimbursement processing, Case Management L2 approvals, and LSRA approvals.

Working closely with Independent Sales Offices, you support operational execution and serve as a first-level process and project financial resource, ensuring transactions and approvals are accurate, complete, and aligned with business requirements.

The role requires the ability to perform routine transactional and administrative activities with consistency and accuracy, while also applying financial knowledge and professional judgment to more complex approvals, validations, and escalations.

**This role can sit out of any Commercial sales office**

What You Will Do

• Enable the execution of administrative processes associated with the Independent deployment in WorkSight. This includes, but is not limited to, Reimbursements, Case Management, and LSRA.
• Understand, apply, and explain core Equipment Fulfillment concepts, including Revenue Policy, LSRA, Rebalance, Forecast, and the impacts of scope changes on margin, revenue recognition, commission and other areas of the business.
• Leverage business process standards and best practices for Equipment Fulfillment to drive a culture of standardized work across the Independent organization within your scope of responsibility.
• Actively communicate with Independent teams and provide first-level support and coaching when rework is required; execute judgement when escalation for more advanced coaching is required.

Reimbursement Process

• Review, analyze and process reimbursement requests per documented policies and procedures. This includes managing the Reimbursement Dashboard, processing iProcurement requisitions, creating 3-way receipts, and validating submitted invoices for accuracy.
• Case Management: Act as the L2 Approver to review, analyze and administer cases, inclusive of Product Returns and Credits. Validate and verify accuracy of process for submitted cases, confirming if PO addendums or other financial actions on the project are required.
• LSRA Approvals: Review, analyze and process LSRA requests per documented polices and procedures. This includes review of financial impact and project scope to validate appropriateness of the request.

What You Will Bring

• 3+ years experience in one or more of the following disciplines: Sales, Order Management, Equipment Fulfillment, Continuous Improvement, Project Management, Project Administration, Claims Administration
• Bachelor’s degree (preferred)
• Ability to travel 10-15%
• Communicates information effectively to different stakeholder groups. Writes and speaks clearly and succinctly in a variety of communication settings and styles.
• Ability to collaborate and build positive relationships; ability to influence action in others through effective communication.
• Ability to learn, understand, and communicate complex concepts to others to drive their understanding and application of those concepts.
• Adherence to guided policies and standards, and the ability to apply understanding of policies to support problem solving, coaching, or escalation.
• Proficient level of understanding of the processes and standards associated with the Equipment Fulfillment business. (preferred)
• Experience and knowledge of order fulfillment and the customer experience associated with HVAC systems, building automation systems and turnkey projects. (preferred)

Annual Base Salary Range Or Hourly Base Pay Range

$72,611.66 - $101,394.99

Compensation Type

Salary

Incentive Eligible

No

Sales Commission Eligible

No

Disclaimer

We strive to provide competitive compensation for this position, tailored to a variety of factors. The actual compensation will depend on elements such as seniority, merit, geographic location, education, experience, travel requirements, and union designation. Our compensation range is generally based on the national average for the country. Additionally, benefits may vary depending on the region, business alignment, union involvement, and employee status.

Thrive At Work And At Home

• Benefits kick in on DAY ONE for you and your family, including health insurance and holistic wellness programs that include generous incentives – WE DARE TO CARE!
• Family building benefits include fertility coverage and adoption/surrogacy assistance.
• Paid time off includes up to 15 vacation days, paid holidays, sick leave, and additional options to support volunteer and parental leave.
• 401K match up, educational and training opportunities through company programs along with tuition assistance and student debt support.

Disclaimer: Benefit offerings may vary by site as well as Collective Bargaining Agreements and local/state regulations

Safety Sensitive Role

No

The company designates certain roles as Safety Sensitive. Safety Sensitive roles may require that you pass additional drug screening.

We offer competitive compensation and comprehensive benefits and programs. We are an equal opportunity employer; all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, pregnancy, age, marital status, disability, status as a protected veteran, or any legally protected status.