Client Service Representative

Job Summary

Delivers positive customer service experience and sales solutions to our customers while meeting financial and business goals and objectives. Provides customer support and ensures customer satisfaction goals are achieved. Supervises account management activities of account team members of assigned service accounts. Oversees customer contract renewal, expansion, improving customer satisfaction and ensuring contractual obligations are achieved. Identifies opportunities for growth and sales in assigned customer portfolio by making sales, obtaining order or contracts for services.

Collaborates with cross‑functional teams including billing and sales. Works with account team(s) to develop innovative solutions that provide a profitable, measurable, and repeatable value. This position includes customer support and sales activities at client’s facilities.

• Responsible for customer satisfaction, retention, and growth for assigned portfolio.
• Drive the account management process for assigned portfolio, which includes development of customer account profiles, account strategies, service delivery plan and customer budget planning.
• Respond within 24 hours to all customer inquiries and concerns.
• Identify and communicate 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, identify sales opportunities and communicate with the customer.
• Work 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.
• Manage T & M and Quoted Job pull‑through opportunities, collaborating with the account manager and the estimating team on proposals and delivering proposals to the customer in a timely manner.
• Handle customer Accounts Receivable communication and follow‑up.
• Collaborate and follow‑up on sales leads and quick quotes.
• Lead service agreement renewal activity with customer directly, managing the booking process and achieving monthly targets.
• Review the financial performance of all assigned accounts on a monthly basis and provide a correction plan for poor‑performing service agreements.
• Provide a weekly activity plan to the Client Service Team Leader and attend sales and customer support development trainings.
• Attend sales meetings and prioritize workload and customer requests to ensure a positive customer experience.
• Establish and maintain effective internal working relationships with co‑workers, supervisors, etc., along with external customers; prepare reports/correspondence and maintain files; schedule, participate and/or lead meetings and project team activities; communicate verbally, in writing and in person with external and internal stakeholders.
• Maintain consistent and professional attendance, punctuality, personal appearance and adherence to relevant health & safety procedures; pursue personal development and attend training to develop relevant knowledge, techniques and skills.

• Customer service experience is a plus.
• Ability to handle high‑stress situations.
• Effective communication skills in person, by phone and in writing.
• Proficient with telephone, voicemail, computer, and other office equipment.
• Proficient in Microsoft Office applications, particularly Excel and Word, and Salesforce exposure.
• Mathematical aptitude.
• Valid driver’s license and reliable transportation.
• Ability to work extended hours on occasions when required.

Annual Base Salary Range: $52,376.66 – $76,194.99 (Salary). Incentive Eligible:
Yes. Sales Commission Eligible:
No.

• Health insurance and holistic wellness programs, including generous incentives.
• Family building benefits: fertility coverage and adoption/surrogacy assistance.
• 401(k) match up to 6% plus additional 2% core contribution (up to 8% company contribution).
• Paid time off: 15 vacation days, 9 paid holidays, 3 floating holidays, sick leave, and options for volunteer and parental leave.
• Educational and training opportunities through company programs, tuition assistance and student debt support.

Benefit offerings may vary depending on Collective Bargaining Agreements and local/state regulations.

No.

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, status as a protected veteran, or any legally protected status. At Trane Technologies, we are committed to providing reasonable accommodations to our candidates and employees who may need assistance with application or recruitment processes due to disability or impairment.

To request an accommodation, please contact