Customer Specialist

About the role

As a Customer Specialist at Trane Technologies, you will be a trusted advisor to customers and support the overall Supply team across the district. You will resolve customer issues with sales professionalism, process quotes and orders, and respond to inquiries via phone and email. The role emphasizes customer satisfaction, sales support, and collaboration with inside and outside sales teams while maintaining a strong understanding of product offerings.

Responsibilities

• Customer Facing (75%)
  • Engage phone and e‑mail customers to identify needs, respond to inquiries, and offer timely quality solutions.
  • Assist Account Managers by processing all quotes and orders on their behalf.
  • Provide priority service to Account Managers to enable faster customer responses.
  • Search for sales opportunities for Account Managers and the district.
  • Maintain higher quote, order, and revenue volumes than store CSAs.
  • Provide technical support and demonstrate product knowledge to drive sales.
  • Identify related products or add‑on extensions, promote product promotions, and add lines to parts orders.
  • Resolve problems while adhering to company policies to ensure customer satisfaction.
  • Make outbound calls, including marketing new products.
  • Occasionally visit external customers to understand needs and future sales opportunities.
  • Flexibility to work overtime/weekends as required.
• Operations (20%)
  • Execute quote and order management processes with high accuracy to expedite fulfillment and ensure timely delivery.
  • Enter quotes and invoices and follow through on fulfillment.
  • Help plan, communicate, and invite customers to store and vendor events.
  • Reinforce a culture of safety by using appropriate resources.
  • Understand and execute standard processes and work.
  • Identify opportunities for process improvements.
  • Provide counter coverage in a store when needed, including CSA responsibilities, store operations, and inventory management.
• Back office (5%)
  • Complete other duties as needed.
  • Complete required training, including safety training, certification, and testing.
• Travel
  • Willingness to travel or work from multiple stores to build and maintain localized relationships with store teams and customers, as directed by the Customer Specialist Leader.
• Winning Culture
  • Work effectively with a diverse team to achieve business results.
  • Mentor and assist with onboarding of new associates.
  • Seek learning opportunities and participate in team and community activities.
  • Recognize others for good work and demonstrate engaging customer‑facing behaviors.

Qualifications

• High school diploma or GED required.
• Minimum of 2 years of inside sales, retail, or related experience; HVAC sales or related HVAC experience is beneficial.
• Mechanical aptitude and background helpful.
• Proven experience building customer relationships.
• Strong sales and customer service skills with a proactive, high‑energy approach.
• Comfortable using computers; proficient with Microsoft Office (Word, Excel, Outlook).

Schedule

• Monday to Thursday: work onsite with colleagues.
• Friday: choose work location (flexible).
• Minimum of 4 onsite days per week; additional onsite days may be required for coverage.
• Flexibility to work overtime or weekends as needed.

Pay

• Annual Base Salary Range: $50,800.00 – $102,690.00
• Compensation Type: Exception
• Hourly Incentive Eligible: Yes
• Sales Commission Eligible: No

Benefits

• Health insurance and holistic wellness programs effective DAY ONE.
• Family building benefits, including fertility coverage and adoption/surrogacy assistance.
• Paid time off: up to 15 vacation days, paid holidays, sick leave, plus options for volunteer and parental leave.
• 401(k) match, educational and training opportunities, tuition assistance, and student debt support.