Client Services Representative

Trane Technologies
United States
Workplace: OnsiteFull timeUSD 44,300 - 105,600 annuallyFunction: Solutions Engineering & Sales EngineeringSkills: ["Customer focus","Relationship building","Problem solving","Collaboration","Results orientation","Adaptability"]

Manage a customer portfolio to drive retention, satisfaction, and growth for service agreement renewals and related sales opportunities. Execute contract renewal and scope expansion, produce quotations in collaboration with estimating, and respond to customer inquiries within 24 hours. Monitor account financial performance, manage AR follow-ups, develop customer account strategies and service delivery plans, and ensure Salesforce pipeline accuracy while working closely with sales and operations on-site.

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Trane Technologies
Trane Technologies
1 week ago

Client Services Representative

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Manage a customer portfolio to drive retention, satisfaction, and growth for service agreement renewals and related sales opportunities. Execute contract renewal and scope expansion, produce quotations in collaboration with estimating, and respond to customer inquiries within 24 hours. Monitor account financial performance, manage AR follow-ups, develop customer account strategies and service delivery plans, and ensure Salesforce pipeline accuracy while working closely with sales and operations on-site.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Drive customer satisfaction, retention, and growth for assigned service agreement accounts.
  • •Prospect for non-agreement customers using cold calls, lead linkage, quick quotes, and lead management.
  • •Lead the account management process including account profiles, account strategies, service delivery plans, customer budget planning, and scheduled visits.
  • •Review weekly account financial performance and provide correction plans, including AR follow-up.
  • •Ensure contractual obligations are met by executing renewals, expanding scopes, responding to inquiries within 24 hours, and entering opportunities into Salesforce accurately.

Pay and Benefits

Salary: USD 44,300 - 105,600 annually
Perks:Health Insurance401kPaid LeavePaid HolidaysTuition AssistanceAdoption AssistanceFertility Coverage

Key Requirements

  • •Bachelor’s degree or equivalent preferred.
  • •A couple of years’ work experience (certificate and a couple of years may be sufficient).
  • •Ability to understand customer accounts receivable, credit, and perform basic ROI calculations.
  • •Strong customer service and relationship-building skills.
  • •Must be able to multi-task and communicate effectively in person, by phone, and in writing.
Skills:Customer focusRelationship buildingProblem solvingCollaborationResults orientationAdaptability
Tech Stack:SalesforceHVACTelephoneVoice mail

Company Brief

Trane Technologies
Designs and manufactures HVAC and climate solutions for commercial, industrial, and residential buildings. Focuses on heating, cooling, ventilation, and building efficiency systems under brands like Trane and Thermo King.
Industry: Manufacturing
Company Size: Enterprise (1,001+ employees)
Revenue: USD 10B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Dublin, Ireland
Founded: 2013
WebsiteLinkedIn