Independent Fulfillment Analyst

Trane Technologies

. Provide approval, transactional, and first-level process support for Trane’s Independent Sales Offices deploying into the WorkSight environment .

Posted 10/12/2026full-timeUnited StatesMid-LevelSenior💰 $72,612 - $101,395 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Equipment Fulfillment processes and standards, with a strong ability to manage reimbursements, approvals, and project financial resources. Effectively communicates complex concepts and collaborates with stakeholders to ensure adherence to policies and drive standardized work.

Highest-signal resume keywords

Equipment FulfillmentReimbursement ProcessingCase ManagementProject ManagementSales Order Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Reimbursement ProcessingCase Management L2 ApprovalsIProcurement Requisitions3-Way Receipts CreationFinancial Impact AnalysisRevenue RecognitionPolicy ApplicationProject Scope ValidationContinuous ImprovementOrder Fulfillment

Soft Skills

Effective CommunicationRelationship BuildingInfluencing ActionCoachingProblem Solving

Tools & Technologies

WorkSightReimbursement Dashboard

Industry Keywords

HVAC SystemsBuilding Automation SystemsTurnkey ProjectsSales OfficesBusiness Process Standards

About the role

Key responsibilities & impact

Provide approval, transactional, and first-level process support for Trane’s Independent Sales Offices deploying into the WorkSight environment
Process reimbursements, Case Management L2 approvals, and LSRA approvals
Support operational execution and serve as a first-level process and project financial resource
Ensure transactions and approvals are accurate, complete, and aligned with business requirements
Execute administrative processes associated with Independent deployment in WorkSight, including Reimbursements, Case Management, and LSRA
Understand, apply, and explain Equipment Fulfillment concepts including Revenue Policy, LSRA, Rebalance, Forecast, and scope-change impacts on margin, revenue recognition, and commission
Apply business process standards and best practices to drive standardized work across the Independent organization
Communicate with Independent teams and provide first-level support and coaching when rework is required
Exercise judgment when escalating for advanced coaching
Review, analyze, and process reimbursement requests according to policies and procedures
Manage the Reimbursement Dashboard, process iProcurement requisitions, create 3-way receipts, and validate submitted invoices
Act as L2 Approver for Case Management, including Product Returns and Credits
Validate submitted cases and determine whether PO addendums or other financial actions are required
Review, analyze, and process LSRA requests, including financial-impact and project-scope validation

Requirements

What you’ll need

3+ years experience in one or more of: Sales, Order Management, Equipment Fulfillment, Continuous Improvement, Project Management, Project Administration, Claims Administration
Bachelor’s degree (preferred)
Ability to travel 10-15%
Communicates information effectively to different stakeholder groups
Writes and speaks clearly and succinctly in varied communication settings and styles
Ability to collaborate and build positive relationships
Ability to influence action in others through effective communication
Ability to learn, understand, and communicate complex concepts to others
Adherence to guided policies and standards
Ability to apply policy understanding to problem solving, coaching, or escalation
Proficient understanding of Equipment Fulfillment processes and standards (preferred)
Experience and knowledge of order fulfillment and customer experience associated with HVAC systems, building automation systems, and turnkey projects (preferred)

Benefits

Comp & perks

Health insurance for employees and families, with holistic wellness programs and incentives
Fertility coverage and adoption/surrogacy assistance
Up to 15 vacation days
Paid holidays
Sick leave
Volunteer leave
Parental leave
401(k) matching
Educational and training opportunities through company programs
Tuition assistance
Student debt support