Client Service Representative I

Baby Explorer

Client Service Representative supporting service agreement renewal and booking processes for the HVAC business. Collaborating with service estimators and account managers to enhance customer satisfaction and drive growth.

Posted 7/29/2026full-timeMemphis • Tennessee • 🇺🇸 United StatesJuniorMid-Level💰 $52,376 - $76,194 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong customer orientation and financial acumen while effectively managing service estimations and bookings. Proficient in Salesforce Opportunity management and capable of collaborating with cross-functional teams to drive service agreement renewals and customer satisfaction.

Highest-signal resume keywords

Salesforce Opportunity ManagementService Estimation and BookingCustomer Relationship BuildingFinancial AcumenProblem Solving

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Service EstimationContract Performance ReviewProposal GenerationAccounts Receivable ManagementCustomer Needs Assessment

Soft Skills

Customer OrientationCollaborationAdaptabilityCritical ThinkingCommunication

Tools & Technologies

SalesforceOffice EquipmentComputer Proficiency

Certifications & Qualifications

Valid Driver’s License

Industry Keywords

Service AgreementsAudit ComplianceScope Growth OpportunitiesCustomer Sites

About the role

Key responsibilities & impact

Responsible for supporting Service Estimators in estimating and booking Service work in a timely manner and in accordance with audit and compliance requirements
Responsible for maintaining and driving the Service Agreement renewal process which includes Salesforce Opportunity management, assisting in reviewing contract performance, revising estimates, generating proposals, identifying scope growth opportunities, and delivering proposals to customers
Supports Account Managers with estimating and booking service work (service agreements, quoted repairs, etc.) for Strategic accounts as assigned
Identifies and communicates issues, business goals and objectives as it relates to the estimating and booking of Service Work
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
Assists in creating standard work / cadence for meeting customer needs
Ensures customer opportunities are entered into Salesforce accurately and that the sales pipeline is actively reflected
Other duties as assigned

Requirements

What you’ll need

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
Competencies: 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

Benefits

Comp & perks

Health insurance
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