Account Management Processor
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Job Location:
Sacramento, CA - USA
Monthly Salary:
$ 79500 - 111500
Posted on:
8 hours ago
Vacancies:
1 Vacancy
Job Summary
About Carrier
Carrier global leader in intelligent climate and energy solutions is committed to creating innovations that bring comfort safety and sustainability to life. Through cutting-edge advancementsin climate solutions such astemperature control air quality and transportation we improve lives empower critical industries and ensure the safe transport of food life-saving medicines and more. Since inventing modern air conditioning in 1902 we lead with purpose: enhancing the lives we live and the world we share. We continue to lead because of our world-class inclusive workforce that puts the customer at the center of everything we do. For more information visit follow Carrier on social media at @Carrier.
Redefine the HVAC Industry with 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 youll 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 youll need
- High School Diploma/GED and 5 years of experience in customer service or service operations OR a bachelors degree.
- 2 years of experience in customer service or service operations.
Benefits
Employees are eligible for benefits including:
- Health Care benefits: Medical Dental Vision; wellness incentives
- Retirement benefits
- Time Off and Leave: Paid vacation days up to15 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;purchasedvacation
- Disability: Short-term and long-term disability
- Life Insurance and Accidental Death and Dismemberment
- Tax-Advantaged Accounts: Health Savings Account; Healthcare Spending Account; Dependent Care Spending Account
- Tuition Assistance
To learn more about our benefits offering please click here: Work With Us Carrier Corporate The specific benefits available to any employee may vary depending on state and local laws and eligibility factors such as date of hire and the applicability of collective bargaining agreements
RSRCAR
Factors which may affect pay within this range include but are not limited to skills education experience and other unique qualifications of the successful candidate.
This position may be entitled to short-term cash incentives subject to plan requirements.
Pay Range:
$79500.00-$111500.00Carrier 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 or any other applicable state or federal protected class. Carrier provides affirmative action in employment for qualified Individuals with a Disability and Protected Veterans in compliance with Section 503 of the Rehabilitation Act and the Vietnam Era Veterans Readjustment Assistance Act.
Click on this link to read the Job Applicants Privacy Notice
Key Skills
- Loan Processing
- Typing
- Data Entry
- Customer Service
- Organizational skills
- Basic Math
- Computer Skills
- Fraud
- Microsoft Outlook
- 10 Key Calculator
- Fair Housing Regulations
- Food Processing
About Company
As the leading global provider of healthy, safe and sustainable building and cold chain solutions, Carrier Global Corporation is committed to making the world safer, sustainable and more comfortable for generations to come. From the beginning, we've led in inventing new technologies a ... View more
