Account Management Processor

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Carrier is the leading global provider of healthy, safe and sustainable building and cold chain solutions with a world-class, diverse workforce with business segments covering HVAC, refrigeration, and fire and security. We make modern life possible by delivering safer, smarter and more sustainable services that make a difference to people and our planet while revolutionizing industry trends. This is why we come to work every day. Join us and we can make a difference together.

About this role

The ideal candidate for this role will have the ability to leverage technology to enhance the communication and operational efficiency of the service branch.

Key Responsibilities:

• Answer phones (second line of defense)
• Setting up new customers accurately to avoid AR issues and disputes
• Setting up new vendors accurately to avoid AP issues and disputes
• Submit Tax Exemption updates
• AR SME and handle disputes with customers
• 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 manage EAC - Review costs to date and perform any EAC adjustments
• Project reconciliation, ensuring minimal to zero underbilled projects.
• Credit hold
• Clearing Account review and processing
• Process parts ordering for repair jobs
• Process purchase orders
• AAP processing
• Open Order review – make sure jobs are ready to bill
• Review AR DMB metrics, be able to speak to progress, changes, etc. 
• Notify Service Coordinator of new job booking and schedule requirement
• Daily review of new cases created overnight by the call center
• Review of PBDs (Preliminary Billing Documents) and ensure invoices are processed prior to EOM

Required Qualifications:

• High School diploma/GED
• Must have a valid Driver’s License
• 3+ years customer service experience
• 1+ years’ experience in MS office suite

Preferred Qualifications:

• Bachelor’s degree
• Excellent verbal and written communication skills
• Strong organizational skills
• Excellent attention to detail and accuracy
• 2+ years of HVAC service Industry
• Bachelor’s Degree in Business Management
• Experience with Microsoft Office, Salesforce and SAP

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Carrier is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.

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