Client Services 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.

Essential Duties And Responsibilities

• Delivers growth by prospecting for other non-agreement customers; sources may include cold calls, leads linkage, quick quotes, and new lead management.
• Works 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.
• Responds within 24 hours to all customer inquiries and concerns.
• Reviews the financial performance of all assigned accounts on a weekly basis and provides a correction plan for poor performing service agreements to include AR follow up.
• Makes the required number of customer sales calls monthly.
• Ensures customer opportunities are entered into Salesforce accurately and that the sales pipeline is actively reflected.
• Affords assistance to Account Managers with strategic customers as assigned.
• Ensures customer assurance regarding equipment up-time and reliability.

Qualifications

• Bachelor’s degree or equivalent preferred. A certificate and a couple of years’ work experience could be fine for this role.
• Must have 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.

Competencies

• Customer focus and relationship building
• Problem solving and initiative
• Collaboration and teamwork
• Adaptability and agility
• Results orientation

Benefits

Benefits kick in on DAY ONE for you and your family, including health insurance and holistic wellness programs that include generous incentives – WE DARE TO CARE!

Family building benefits include fertility coverage and adoption/surrogacy assistance. 401K match up to 6%, plus an additional 2% core contribution = up to 8% company contribution.

Paid time off includes 15 vacation days, 9 paid holidays, 3 floating holidays, sick leave, and additional options to support volunteer and parental leave.

Educational and training opportunities through company programs along with tuition assistance and student debt support.