Client Relationship Manager - CoolSys

With over 150 years of experience, and headquartered in Southern CA, CoolSys is the market-leading indoor environment solutions company. Our full spectrum of best-in-class services includes HVAC & refrigeration installations, remodels, service & maintenance; and energy solutions, including controls and lighting. CoolSys serves customers in the retail, commercial, food service, educational, healthcare, and industrial markets. 

WHY JOIN US 
We understand that hiring great people is the foundation of everything we do. Our employee benefits packages include: 

• Competitive pay from $60-80K  
• Medical, Dental, Vision and Prescription coverage 
• Paid vacation and holidays 
• 401(K) match 
• Life insurance, AD&D and long-term disability 
• Tuition reimbursement 
• Opportunities available nationwide 
• Employee discounts on vehicles, hotels, theme parks, select cell phone bills and so much more 
• Pet Insurance 
• Legal Plan, and ID Theft Protection 

Summary

We are looking for a dedicated Client Relationship Manager to serve as the primary liaison between our organization and our clients, ensuring exceptional service and support. This role will focus on enhancing client relationships through effective communication and coordination, while also managing various operational processes to deliver on client needs.

• Foster strong relationships with clients by providing day-to-day administrative support and addressing their inquiries.
• Collaborate with IT and Data teams to ensure client deliverables are met efficiently and accurately.
• Manage the reconciliation of contract store alignment, store assignments, and preventive maintenance (PM) records for client accounts.
• Coordinate with facility representatives to request and reconcile quarterly maintenance work tickets (WTs).
• Oversee the creation and tracking of PM work orders, ensuring timely completion and client satisfaction.
• Develop and maintain customer checklists and documentation to ensure accuracy and compliance.
• Reconcile work order (WO) data between customers and CLC, ensuring consistency and reliability.
• Liaise with billing teams to facilitate accurate closeout and submission processes for client accounts.
• Ensure alignment between contract billings and locations served, maintaining financial accuracy for clients.
• Manage quarterly payment file submissions, ensuring accuracy and timely delivery.
• Assist local teams in effectively managing subcontracted partners to meet client expectations.
• Track action items and communications from client meetings, transcribing notes for clear follow-up.
• Prepare and design PowerPoint presentations for client meetings, showcasing key information and updates.
• Serve as the point of contact for escalating and directing client data requests.
• Participate in regional operations and proactive program calls, providing insights and updates on client needs and feedback.

• Proven experience in client relationship management or a related field.
• Strong organizational skills with the ability to manage multiple priorities and deadlines.
• Excellent communication skills, both written and verbal, with a client-focused approach.
• Proficiency in Microsoft Office Suite, particularly PowerPoint and Excel.
• Ability to work collaboratively with internal teams and external clients.
• Familiarity with reconciliation processes, data management, and billing practices is a plus.

Join our team as a Client Relationship Manager and play a vital role in nurturing client partnerships and ensuring operational excellence. Your efforts will help us deliver outstanding service and strengthen our client relationships!

Today, there are 27 different companies that make up the CoolSys family of brands. Our valued employees are at the heart of our continued growth and success. We invite you to be part of that growth! 

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CoolSys is an EEO/AA Employer.  All qualified individuals - Including all ages, colors, disability, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status, and other characteristics are encouraged to apply.   

Pre-employment background screening (criminal and MVR for driving positions) and drug testing are required for all positions. CoolSys will consider qualified applicants with criminal histories in a manner consistent with federal law, state law, or local ordinance.