Client Service Representative I

• Deliver exceptional service and support to our customers by executing the service agreement renewal process
• Provide quotes and support in the booking process of Service work for the Commercial HVAC business
• Focus on the development of sales skills and tactics through on-the-job training and classroom learning
• Responsible for contract renewal, scope expansion, improving customer satisfaction and ensuring contractual obligations are being met
• Works with account team(s) to develop innovative solutions that provide a profitable, measurable, and repeatable value
• Responsible for supporting Service Estimators in estimating and booking Service work in a timely manner
• Maintain and drive the Service Agreement renewal process which includes Salesforce Opportunity management
• 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

• 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"
• 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 agreement renewals and supporting service estimators. Capable of problem-solving and collaborating with account teams to enhance customer satisfaction and drive growth.

• Service Agreement Renewal Management
• Salesforce Opportunity Management
• Customer Relationship Building
• Problem Solving Under Pressure
• Financial Acumen

• Service Work Estimation
• Contract Renewal
• Sales Skills Development
• Customer Satisfaction Improvement
• Office Equipment Proficiency

• Collaboration
• Adaptability
• Initiative
• Results Orientation
• Effective Communication

• Valid Driver’s License

• Commercial HVAC
• Accounts Receivable Management
• Service Agreement
• Customer Support
• On-the-Job Training

• Salesforce