Operations Specialist Account Management

Job Number: 8441

External Description:

Redefine the HVAC Industry with Carrier

Carrier Global Corporation, global leader in intelligent climate and energy solutions, is committed to creating solutions that matter for people and our planet for generations to come. From the beginning, we've led in inventing new technologies and entirely new industries. Today, we continue to lead because we have a world-class, diverse workforce that puts the customer at the center of everything we do. For more information, visit corporate.carrier.com or follow Carrier on social media at @Carrier.

This role involves managing a dedicated customer portfolio while collaborating with branch-level staff in support of delivering exceptional service. The position requires moderate to extensive experience and sound judgment to plan and accomplish assigned tasks in support of specialized client requirements. Located within a local branch office, this role focuses exclusively on serving a distinct customer base, requiring cross-functional collaboration with branch and regional personnel to deliver targeted service solutions. The ideal candidate will leverage technology and relationship skills to enhance customer experience for this specialized market segment.

What you’ll do

• 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

The ideal candidate will be

• 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

What you’ll need

• High School Diploma/GED and 5 years of experience in customer service or service operations or bachelor’s degree.
• 2 years of experience in customer service or service operations.

#LI-Onsite

RSRCAR

Job Number: 30186894

Community / Marketing Title: Operations Specialist Account Management

Location_formattedLocationLong: Connecticut, US