Client Service Representative

Responsibilities

• Responsible for customer satisfaction, retention, and growth for assigned portfolio.
• Drives the account management process for assigned portfolio, which includes development of customer account profiles, account strategies, service delivery plan and customer budget planning.
• Responsible for responding within 24-hours to all customer inquiries and concerns.
• Identifies and communicates issues, business goals and objectives to the account team(s) and leadership on all assigned accounts.
• Visit customers' sites to ensure assigned work is being executed properly, identifying sales opportunities, and communicating with the customer.
• Responsible for working with the Service Resource Coordinators to ensure the technician's schedules and parts/materials are in place to deliver company profits and meet the customer obligations on assigned portfolio.
• Responsible for T & M and Quoted Job pull-through opportunities, collaborating with the account manager and the estimating team on the proposals and delivering proposals to the customer in a time to meet their needs.
• Responsible for customer Accounts Receivable communication and follow-up.
• Responsible for collaboration and follow up on sales leads and quick quotes.
• Responsible for service agreement renewal activity with customer directly, managing the booking process and achieving monthly targets.
• Responsible to review the financial performance of all assigned accounts on monthly basis and provide a correction plan for poor performing service agreements.
• Provides a weekly activity plan to the Client Service Team Leader
• Attends sales and customer support development trainings.
• Attends sales meetings.
• Other Responsibilities
• Prioritizes workload and customer requests to ensure a positive customer experience .
• Establishes and maintains effective internal working relationships with co-workers, supervisors etc. along with external customers.
• Prepares reports/correspondence and maintains files.
• Schedules, participates and/or leads meetings, and project team activities.
• Communicate and liaise verbally, in writing, and in person with external and internal stakeholders. For example: customers/suppliers/visitors/enquirers and relevant staff. Provide accurate information in timely manner.
• Maintain consistent and professional attendance, punctuality, personal appearance, and adherence to relevant health & safety procedures.
• Pursues personal development of skills and knowledge necessary for the effective performance of the role. Attends training to develop relevant knowledge, techniques, and skills.
• Adheres to health and safety policy, and other requirements relating to care of equipment.
• Other responsibilities as required.

Requirements

• Customer service experience is a plus.
• Must be able to handle high-stress situations.
• Must be able to communicate effectively in person, by phone and through written communication.
• Must be proficient with use of the telephone and voice mail, the computer, and other office equipment.
• Proficient in Microsoft Office applications, particularly Excel and Word, in addition to Salesforce exposure.
• Mathematical Aptitude
• Must have a valid driver's license and reliable means of transportation.
• Able to work extended hours on occasions when required.
• Annual Base Salary Range or Hourly Base Pay Range:
• $61,496.66 - $89,424.99 Compensation Type:
• Salary Incentive Eligible:
• Yes 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 b

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: Prioritize engaging with customers. When not directly interacting with customers; collaborate with colleagues in your office.

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