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Trane Technologies

Global HVAC and refrigeration efficiency solutions

Client Service Representative

Account ManagementConfirmed live in the last 24 hours
Full-timePlainview, NY, USA

About the Job

Requirements

  • A minimum two-year degree is required.
  • Experience is not required; customer service experience is a plus.
  • Must be able to handle high-stress situations.
  • Must be able to communicate effectively in person, by phone, and in writing.
  • Must be proficient with telephone and voicemail, computers, and other office equipment.
  • Must be proficient in Microsoft Office applications, particularly Excel and Word.
  • Must have mathematical aptitude.
  • Must have a valid driver’s license and reliable transportation.
  • Must be able to work extended hours on occasion when required.

Responsibilities

  • Deliver positive customer service experiences and sales solutions while supporting the internal Sales team in meeting financial and business goals and objectives.
  • Provide customer support and ensure customer satisfaction goals are achieved.
  • Oversee customer contract renewals and expansion, improve customer satisfaction, and ensure contractual obligations are achieved.
  • Assist the Sales team with implementation of corporate initiatives as determined by the Services Sales Leader.
  • Identify opportunities for growth and sales within the existing customer base and coordinate activities with the account management team to develop strategies to win.
  • Collaborate with Estimating, Operations, Sales, and Billing teams to support customer needs.
  • Work with account teams to develop innovative solutions that provide profitable, measurable, and repeatable value.
  • Provide customer support and sales activities at client facilities as needed.
  • Own customer satisfaction, retention, and growth for the assigned portfolio.
  • Drive account management for the assigned portfolio, including developing customer account profiles, account strategies, service delivery plans, customer budget plans, and scheduled customer visits; respond to all customer inquiries and concerns within 24 hours.
  • Identify and communicate issues, business goals, and objectives to account teams and leadership for assigned accounts.
  • Visit customer sites at least three times a week to verify assigned work is being executed properly, identify sales opportunities, and communicate with customers.
  • Work with Service Resource Coordinators to ensure technician schedules and parts and materials are in place to deliver company profits and meet customer obligations for the assigned portfolio.
  • Work with the account manager and estimating team on T&M and quoted-job pull-through proposals, and deliver proposals to customers in time to meet their needs.
  • Communicate and follow up with customers about accounts receivable.
  • Collaborate and follow up on sales leads and quick quotes.
  • Manage service agreement renewals directly with customers, manage the booking process, and achieve monthly targets.
  • Review the monthly financial performance of assigned accounts and provide correction plans for underperforming service agreements.
  • Provide a weekly activity plan to the Service Sales Team Leader and Area Service Manager.
  • Attend sales and customer support development training.
  • Attend sales meetings.
  • Prioritize workload and customer requests to ensure a positive customer experience.
  • Establish and maintain effective working relationships with coworkers, supervisors, and external customers.
  • Prepare reports and correspondence and maintain files.
  • Schedule, participate in, and/or lead meetings, conferences, and project team activities.
  • Communicate and liaise verbally, in writing, and in person with internal and external stakeholders, including customers, suppliers, visitors, enquirers, and relevant staff; provide accurate information in a timely manner.
  • Maintain consistent and professional attendance, punctuality, and personal appearance, and adhere to relevant health and safety procedures.
  • Pursue the personal development of skills and knowledge necessary for effective job performance, and attend training to develop relevant knowledge, techniques, and skills.
  • Adhere to health and safety policy and other requirements relating to care of equipment.
  • Perform other responsibilities as required.

Desired Qualifications

  • Customer service experience is a plus.

About the Company

Trane Technologies

Global HVAC and refrigeration efficiency solutions

Trane Technologies focuses on climate innovation by delivering sustainable HVAC and refrigeration solutions through its Trane and Thermo King brands. It helps buildings, homes, and transportation achieve higher energy efficiency with high-performance climate control equipment and ongoing maintenance services. The company differentiates itself by offering an integrated portfolio of energy-efficient products and service contracts across both HVAC and refrigeration, backed by a commitment to sustainability. Its goal is to lower energy use and carbon emissions for customers while supporting a healthier planet.

Company size
10,001+
Company stage
IPO
Headquarters
Dublin, Ireland
Founded
1871

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