Client Services Team Project Administrator
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Responsibilities
- Process and manage Tech Leads in a timely and accurate manner.
- Follow up on Quick Quotes and update records to reflect sold opportunities.
- Coordinate technician payments related to Quick Quotes and Tech Leads, including running and reviewing Excel reports.
- Manage the approval process, including inviting new vendors and maintaining relationships with current vendors for the Regional Service Group.
- Provide backup support for the SSC role as needed.
- Review and process credit approvals.
- Manage purchase order acknowledgements.
- Support transition-related activities and processes.
- Create and maintain customer accounts.
- Create and manage location records.
- Maintain accurate asset management records in Salesforce.
Requirements
- Associates Degree required and up to two (2) years of related experience and/ or training preferred.
- Must have strong communication skills, proactive approach with willingness to work independently as well as part of a team.
- Demonstrated ability to perform tasks such as problem solving, decision making, rational thinking, and exercising good judgement.
- Experience prioritizing tasks in order to meet tight deadlines within a fast-paced environment.
- Previous experience with financial systems and basic accounting, including accounts receivable and accounts payable, an asset.
- Familiarity with the operation of HVAC Systems preferred not required.
- Flexibility to work overtime/ weekends, as required.
- Annual Base Salary Range or Hourly Base Pay Range:
- $59,153.33 - $83,090.00 Compensation Type:
- Exception Hourly Incentive Eligible:
- No Sales Commission Eligible:
- No
- 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.
- 401K match up to 6%, plus an additional 2% core contribution = up to 8% company contribution.
- Paid time off includes 15 vacation days, 9 paid holidays, 3 floating holidays, sick leave, and additional options to support volunteer and parental leave.
- Educational and training opportunities through company programs along with tuition assistance and student debt support.
- Disclaimer: Benefit offerings may vary depending on 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.
Benefits
Additional Information
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.
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