Client Service Representative

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Where is the work:

Monday to Thursday, work onsite with your colleagues. Fridays, choose your work location, balancing what your work requires.

 

 

CSR Job Description – 2026

Job Description:

 

Client Service Representative

Job Summary：

 

The Client Service Representative delivers exceptional service and support to our customers by executing the service agreement renewal process, providing quotations and following up on submitted leads.  This role is important to meeting the financial and business goals for the Region’s service business.  Reporting to [Role Title], this role sits on the [sales or operations] team and partners closely with [sales or operations].  Responsible for contract renewal, scope expansion, improving customer satisfaction and ensuring contractual obligations are being met. Identifies opportunities for growth and sales in assigned customer portfolio and partners with the sales team as required. 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 order or contracts for services.

Essential Duties and Responsibilities:

 

• Responsible for customer satisfaction, retention, and growth for assigned portfolio mostly consisting of small service agreement customers and house accounts.
• Delivers growth by prospecting for other non-agreement customers; sources may include cold calls, leads linkage, quick quotes, and new lead management.
• Responsible for T & M and Quoted Job pull-through opportunities, working with the estimating team on the proposals and delivering proposals to the customer in a time frame to meet their needs.
• Drives the account management process for assigned portfolio, which includes development of customer account profiles, account strategies, service delivery plan, customer budget planning and scheduled customer visits.
• Identifies and communicates issues, business goals and objectives on all assigned accounts.
• Responsible for responding within 24 hours to all customer inquiries and concerns.
• Responsible for reviewing the financial performance of all assigned accounts on a weekly basis and provide a correction plan for poor performing service agreements to include AR follow up.
• Responsible for meeting department growth plans by selling and expanding customer base. To include making the required number of customer sales calls monthly.
• Responsible for customer assurance regarding equipment up-time and reliability.
• Assists in creating standard work / cadence for meeting customer needs.
• Assists Account Managers with strategic customers as assigned.
• Ensures customer opportunities are entered into Salesforce accurately and that the sales pipeline is actively reflected.
• Other duties as assigned.

Qualifications:

 

• Bachelor’s degree or equivalent preferred. A certificate and a couple of years’ work experience could be fine for this role.
• Competencies: customer focus and relationship building, problem solving and initiative, collaboration and teamwork, adaptability and agility, results orientation
• Needs to understand customers’ accounts receivables, credit, and be able to do basic return on investment calculations.
• Customer service capacity a plus.
• Must be able to multi-task and think critically in high-stress situations.
• 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. ·       
• Working knowledge of HVAC systems preferred.
• 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 years. 

This role has been designated as on-site unless customer demands require you to be offsite. 

 

 

Annual Base Salary Range or Hourly Base Pay Range:

$71,100.00 - $108,324.99

Compensation Type:

Salary

Incentive Eligible:

Yes

Sales Commission Eligible:

No

Disclaimer: We strive to provide competitive compensation for this position, tailored to a variety of factors. The actual compensation will depend on elements such as seniority, merit, geographic location, education, experience,  travel requirements, and union designation.   Our compensation range is generally based on the national average for the country.  Additionally, benefits may vary depending on the region, business alignment, union involvement, and employee status.

This posting is for an existing vacancy. The position is imminently available, and qualified candidates will be considered for immediate placement.

We offer competitive compensation and comprehensive benefits and programs. 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.