Client Services Representative

Job Summary

The Client Service Representative delivers exceptional service and support to customers by executing the service agreement renewal process, providing quotations and following up on submitted leads. This role is essential to meeting the financial and business goals for the Region’s service business. Reporting to the Service Leader, the position sits on the operations team and partners closely with the sales team.

• Responsible for customer satisfaction, retention, and growth for an assigned portfolio of small service agreement customers and house accounts, including identifying and executing additional service opportunities.
• Deliver growth by prospecting for non‑agreement customers (cold calls, leads linkage, quick quotes, equipment and connectivity reports, and new lead management).
• Manage T & M and quoted job pull‑through opportunities, working with the estimating team to prepare proposals and deliver them to the customer in a timely manner.
• Drive the account management process for the assigned portfolio, including developing customer account profiles, account strategies, service delivery plans, customer budget planning and scheduled visits.
• Identify and communicate issues, business goals and objectives on all assigned accounts.
• Respond within 24 hours to all customer inquiries and concerns.
• Review the financial performance of all assigned accounts weekly and provide a corrective plan for underperforming service agreements, including AR follow‑up.
• Meet department growth plans by selling and expanding the customer base.
• Ensure customer equipment uptime and reliability, and assist in creating standard work/cadence for customer needs.
• Assist Account Managers with strategic customers as assigned and ensure sales opportunities are entered into Salesforce accurately.
• Perform other duties as assigned.

• Certificate or degree from college or technical school with 2 years related experience, or 3 years related experience with high school diploma/GED.

• Strong customer orientation and relationship building, problem solving and critical thinking under pressure.

• Self‑starting initiative, financial acumen, collaboration, teamwork, adaptability, agility, and results orientation.

• Effective communication in person, by phone and written.

• Proficiency with telephone, voicemail, computer, and office equipment.

• Ability to work extended hours when required and attend customer sites.

• Valid driver’s license held for at least 12 months with no major traffic violations within the past 3 years.

Annual base salary range: $80,908.33 – $. Salary includes incentive eligibility but no commission.

• Health insurance and wellness programs from day one.
• Family building benefits including fertility coverage and adoption assistance.
• 401(k) match up to 8% company contribution.
• Paid time off: 15 vacation days, 9 holidays, 3 floating holidays, sick leave, and additional parental vacation.
• Educational and training opportunities, tuition assistance, and student debt support.

Yes – may require additional drug screening.

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, veteran status, or any legally protected status.