Client Service Representative I

• Responsible for supporting Service Estimators in estimating and booking Service work in a timely manner and in accordance with audit and compliance requirements
• Responsible for maintaining and driving the Service Agreement renewal process which includes Salesforce Opportunity management, assisting in reviewing contract performance, revising estimates, generating proposals, identifying scope growth opportunities, and delivering proposals to customers
• Supports Account Managers with estimating and booking service work (service agreements, quoted repairs, etc.) for Strategic accounts as assigned
• Identifies and communicates issues, business goals and objectives as it relates to the estimating and booking of Service Work
• Assists local service office with management of accounts receivable for existing customers
• Responsible for meeting department growth plans by supporting the timely and effective estimating and booking of Service work
• Assists in creating standard work / cadence for meeting customer needs
• Ensures customer opportunities are entered into Salesforce accurately and that the sales pipeline is actively reflected
• Other duties as assigned

• Certificate/degree from college or technical school with two (2) years related experience and/or training; or three (3) years of related experience and/or training with HS Diploma/GED
• Competencies:
  
  strong customer orientation towards focus, service, and relationship building, problem solving and critical thinking particularly under situational pressure, self-starting and initiative, financial acumen, collaboration and teamwork, adaptability and agility, results orientation
• 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
• Able to work extended hours on occasions when required
• Physically able to attend customer sites as required
• Must possess a valid driver's license for a minimum of 12 months, with no major or frequent traffic violations

Demonstrates strong customer orientation and financial acumen while effectively managing service estimations and bookings. Proficient in Salesforce Opportunity management and capable of collaborating with cross-functional teams to drive service agreement renewals and customer satisfaction.

• Salesforce Opportunity Management
• Service Estimation and Booking
• Customer Relationship Building
• Financial Acumen
• Problem Solving

• Service Estimation
• Contract Performance Review
• Proposal Generation
• Accounts Receivable Management
• Customer Needs Assessment

• Customer Orientation
• Collaboration
• Adaptability
• Critical Thinking
• Communication

• Valid Driver's License

• Service Agreements
• Audit Compliance
• Scope Growth Opportunities
• Customer Sites

• Salesforce
• Office Equipment
• Computer Proficiency