What are the responsibilities and job description for the Commercial HVAC Accounts Specialist position at Carrier?
Country :
United States of America
Location :
CAF31 : CCS-Orlando,FL 7305 Greenbriar Pkwy, Orlando, FL, 32819 USA
Redefine the HVAC Industry with Carrier
We're seeking new team members join a growing team in delivering efficient and dependable cooling solutions to customers in the Central Florida region. You will be responsible for managing our Field Service customers and management of our customer experience.
Step into a role at the forefront of a transformative operational change and growth in the HVAC industry. As part of this innovative team, you'll be responsible for leading change, delivering solutions to our customers.
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 under billed 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
Required Qualifications :
Preferred Qualifications :
LI-Onsite
RSRCAR
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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