Account Management Processer

Role Overview

Account Management Processer – oversees the end‑to‑end customer experience, partnering with operations, technicians, sales, support teams, and leadership to ensure service work is booked accurately, executed efficiently, and billed correctly.

• Ensure accurate and timely booking of service jobs in coordination with sales teams, including daily review of closed‑unbooked opportunities
• Complete job setup, billing plans, and scheduling notifications for Service Coordinators
• Review open orders daily and drive timely job completion
• Assist with warranty and startup jobs
• Process parts ordering, purchase orders, and AAP requests
• Review Preliminary Billing Documents (PBDs) and ensure invoices are processed on time
• Ensure accurate billing for projects, service contracts, time & materials, and fixed‑price work
• Perform project reconciliation to minimize under‑billed or missed revenue
• Serve as an Accounts Receivable subject‑matter expert
• Resolve customer billing disputes and manage credit holds
• Submit and maintain tax exemption documentation
• Set up new customers and vendors accurately to avoid delays or disputes
• Monitor operational metrics and report progress, trends, and issues to the team
• Proactively support pull‑through revenue by assisting with repair and service opportunity tracking
• Assist leadership in driving on‑time, within‑budget service execution
• Build strong, lasting relationships with customers and external partners
• Manage day‑to‑day execution of T&M, fixed price, service contracts, and projects
• Manage warranty and startup jobs

• High School Diploma or GED
• 5+ years of customer service or service operations experience
• 2+ years of working knowledge of Microsoft Office, Salesforce or SAP

• 2+ years of HVAC service industry experience
• Bachelor’s degree in Business Management or a related field
• Detail oriented with strong follow‑through
• Excellent communicator with a customer‑first mindset
• Self‑starter who brings energy, accountability, and process discipline
• Time and priority management skills
• Comfortable working across teams in a fast‑paced service environment
• EHS awareness

The annual salary for this position is between $64,500.00 and $ annually, with additional short‑term cash incentives subject to plan requirements.

• Health Care:
  Medical, Dental, Vision
• Wellness incentives
• Retirement Benefits
• Time off and Leave:
  Paid vacation days (up to 15), paid sick days (up to
  5), paid personal leave (up to
  5), paid holidays (up to 13), birth and adoption leave, parental leave, family and medical leave, bereavement leave, jury duty leave, military leave, purchased vacation
• Disability:
  Short‑term and long‑term
• Life Insurance and Accidental Death and Dismemberment
• Tax‑Advantaged Accounts:
  Health Savings Account, Health Care Spending Account, Dependent Care Spending Account
• Tuition Assistance

Carrier is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or veteran status. Carrier provides affirmative action for qualified individuals with a disability and protected veterans in compliance with applicable law. If you require a reasonable accommodation to complete the application process or participate in an interview, please contact C