Account Management Processor

Overview

Manage customer accounts, oversee service bookings, billing, and coordination.

Key Responsibilities

• purchase orders
• job booking
• vendor setup
• service billing
• project reconciliation
• parts ordering

Tasks

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

Requirements

• sap
• salesforce
• accounts receivable
• aap
• ehs
• high school

What You Bring

-EHS awareness -Excellent communication and customer service skills -Ability to create lasting relationships with external teams -Knowledge of S4 / SAP -High School Diploma/GED and 5 years of experience in customer service or service operations OR a bachelor’s degree. -AAP processing -Detail oriented -Self-starter, with strong energy, enthusiasm, and process orientation -Accounts Receivable Subject Matter Expert and handle disputes with customers & credit holds -Thrives in a fast-paced service environment -Strong organization, planning and time management skills -2+ years of experience in customer service or service operations. -Knowledge of Salesforce

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Benefits

-Tax-Advantaged Accounts: Health Savings Account; Healthcare Spending Account; Dependent Care Spending Account -Tuition Assistance -Life Insurance and Accidental Death and Dismemberment -Retirement benefits -Disability: Short-term and long-term disability -Time Off and Leave: Paid vacation days, up to 15 days; paid sick days, up to 5 days; paid personal leave, up to 5 days; paid holidays, up to 13 days; birth and adoption leave; parental leave; family and medical leave; bereavement leave; jury duty; military leave; purchased vacation -Health Care benefits: Medical, Dental, Vision; wellness incentives

About Carrier

-A global leader in high-performance building technologies, with a focus on energy-efficient solutions. -Started as part of United Technologies, Carrier has a long history of innovation in HVAC, refrigeration, and fire safety. -Their product portfolio includes systems for heating, ventilation, air conditioning, refrigeration, and fire detection. -Carrier has contributed to significant projects worldwide, from large commercial buildings to sustainable residential solutions. -With a focus on reducing environmental impact, Carrier integrates cutting-edge technology in its products. -From smart building management systems to integrated refrigeration solutions, Carrier leads in the energy-efficient building sector.

Sector Specialisms