Referral Specialist jobs in Florida

At Trane Technologies^TM  and through our businesses including Trane^® and Thermo King^®, we create innovative climate solutions for buildings, homes, and transportation that challenge what’s possible for a sustainable world. We're a team that dares to look at the world's challenges and see impactful possibilities. We believe in a better future when we uplift others and enable our people to thrive at work and at home. We boldly go.

JOB SUMMARY

Under minimal supervision, this position is responsible for routine administrative functions to support the service sales process. This position will work directly with Account Managers, customers, and other assigned staff to ensure customer needs are met. Responsible for ensuring customer satisfaction by promptly responding to questions, concerns, and needs. 

PRIMARY FUNCTIONS AND RESPONSIBILITIES include the following: 

•        Working with Account Managers creating/maintaining Salesforce dashboards.
•        Focusing on larger customer administrative needs, i.e., municipalities, school districts, etc.
•        Responsible for handling all aspects of the Service Agreement Renewal process for specific accounts.
•        Working with customers to handle billing issues/accounts receivable.

Other functions may be assigned as follows:

• Follow established standard work and processes, utilizing several enterprise systems.
• Booking process – commission splits entry, fulfillment info, transitioning (Contracting) etc.
• Coordinate the transition of projects from Sales to Operations within enterprise business systems.
• Assist Account Managers with generating proposals.
• Prepares and maintains project files for service-related jobs.
• Updating Salesforce info based on information from Account Managers, customer communications, etc.
• Creating/submitting Bid packages to potential and/or current service customers.
• Responsible for issuing Certificates of Insurance (COI) – Direct service customers.
• Legal Contract Review & Maintenance – work with Contract Management and area managers
• Additional administrative tasks as assigned.
• Flexibility to work overtime/weekends, as required.

Qualifications

• High School diploma or GED required. Associate’s or bachelor’s preferred. Up to four (4) years of related experience and/or training; or equivalent combination of education and experience.
• At least four years previous experience in a Windows environment with demonstrated knowledge and ability to use advanced features within Microsoft Office Site of products.
• Must have strong communication skills, proactive approach with willingness to work independently as well as part of a team.
• Ability to multi-task
• Must be extremely organized and possess a keen sense of urgency
• Proven experience prioritizing tasks in order to meet tight deadlines within a high-paced environment
• Familiarity with the operation of HVAC Systems preferred, not required
• Problem solving ability involving concrete variables in standardized situations
• Flexibility to work overtime/weekends, as required 

#LI-Hybrid

Base Pay Range: $39,000 - $70,000 / year.  This base pay is based on US National Averages.  Actual base pay could be a result of seniority, merit, or geographic location in which the work is performed. 

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.