Account Management Processer
Job Number: 10391
External Description:
About This Role
Carrier is redefining the HVAC industry—and we’re looking for an Account Management Processer to help drive that transformation in our Missouri City, TX service branch. In this role, you will oversee the end‑to‑end customer experience. You’ll partner closely with operations, technicians, sales, centralized support teams, and leadership to ensure service work is booked accurately, executed efficiently, and billed correctly. This is a hands‑on operational role at the center of growth, change, and customer satisfaction. If you thrive in a fast‑paced service environment and enjoy bringing structure, clarity, and accountability to complex operations, this role offers the opportunity to make a measurable impact.
Key Responsibilities
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
Prepare and complete agreement or renewal booking.
Remotely support the service specialist team in quoting, approval and scheduling the execution of field service work.
Required Qualifications
High School Diploma or GED
3+ years of customer service in HVAC service industry
2+ years of working knowledge of Microsoft Office, Salesforce or SAP
Preferred Qualifications
Bachelor’s degree in Business Management or a related field
Detail oriented with strong follow through
An excellent communicator with a customer first mindset
A 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
Job Number: 30205777
Community / Marketing Title: Account Management Processer
Location_formattedLocationLong: Texas, US