Client Service Representative I - Memphis ​/ Nashville​/ Knoxville

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On-Site (5 days)

The Client Service Representative I (CSR I) delivers exceptional service and support to our customers by executing the service agreement renewal process, providing quotes, and supporting in the booking process of Service work for the Commercial HVAC business. The role will also focus on the development of sales skills and tactics through on-the-job training and classroom learning. Reporting to the Client Service Leader, this role sits on the operations team and partners closely with the sales team.

Responsible for contract renewal, scope expansion, improving customer satisfaction and ensuring contractual obligations are being met. The CSR I role focuses on supporting and learning the sales booking process, with the intent of developing further into a customer-facing role (CSR II) responsible for identifying opportunities for growth and sales in an assigned customer portfolio. Works with account team(s) to develop innovative solutions that provide a profitable, measurable, and repeatable value.

This position includes sales work at client's facilities. Duties include making sales or obtaining orders/contracts for services.

• 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 included, but not limited to:
• DUI, Hit & Run, License Suspension, Reckless / Carless Driving, or multiple smaller infractions or preventable collisions in the previous 3…