Commercial HVAC Account Management Processer

Carrier•Marietta, GA

3d•Onsite

About The Position

We're seeking new team members to join a growing team in delivering efficient and dependable cooling solutions to customers in the Marietta, Georgia region. You will be responsible for managing our Field Service customers and management of our customer experience. Step into a role at the forefront of a transformative operational change and growth in the HVAC industry. As part of this innovative team, you'll be responsible for leading change, delivering solutions to our customers.

Requirements

High School Diploma or GED
2+ years of customer service or service operations experience.

Nice To Haves

Strong working knowledge of Microsoft Office, Salesforce, and SAP.
Detail oriented.
Excellent communication and customer service skills.
Self-starter, with strong energy, enthusiasm, and process orientation.
Strong organization, planning and time management skills.
Ability to create lasting relationships with external teams.
Thrives in a fast-paced service environment.
Knowledge of Salesforce.
Knowledge of S4 / SAP.
EHS awareness.

Responsibilities

Ensure proper job booking in lock step with sales teams, including daily review of closed un-booked opportunities and complete the booking process.
Booking Service projects, work with the billing teams and support management of service projects.
Review costs to date and perform any estimate of completion and communication with customers.
Review of PBDs (Preliminary Billing Documents) and ensure invoices are processed timely.
Daily review of new cases created overnight by the call center and action appropriately for emergency jobs.
Work with a team on daily review of our operational metrics and speak to progress and changes.
Notify Service Coordinators of new job booking and schedule requirement.
Project reconciliation, ensuring minimal to zero underbilled projects.
Handle new customers and vendors set up accurately to avoid any issues and disputes.
Accounts Receivable Subject Matter Expert and handle disputes with customers & credit holds.
Submit Tax Exemption updates.
Work with our technicians and operations teams on Clearing Account review and processing.
Process parts ordering for repair jobs.
Process purchase orders.
AAP processing.