Account Management Processor

Account Management ProcessorCarrier is redefining the HVAC industry—and we're looking for an Account Management Processor to help drive that transformation in our Phoenix, AZ 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 ResponsibilitiesEnsure accurate and timely booking of service jobs in coordination with sales teams, including daily review of closed-unbooked opportunitiesComplete job setup, billing plans, and scheduling notifications for Service CoordinatorsReview open orders daily and drive timely job completionAssist with warranty and startup jobsProcess parts ordering, purchase orders, and AAP requestsReview Preliminary Billing Documents (PBDs) and ensure invoices are processed on timeEnsure accurate billing for projects, service contracts, time & materials, and fixed-price workPerform project reconciliation to minimize under-billed or missed revenueServe as an Accounts Receivable subject matter expertResolve customer billing disputes and manage credit holdsSubmit and maintain tax exemption documentationSet up new customers and vendors accurately to avoid delays or disputesMonitor operational metrics and report progress, trends, and issues to the teamProactively support pull-through revenue by assisting with repair and service opportunity trackingAssist leadership in driving on-time, within-budget service executionBuild strong, lasting relationships with customers and external partnersRequired QualificationsHigh School Diploma or GED5+ years of customer service or service operations experience2+ years of working knowledge of Microsoft Office, Salesforce or SAPPreferred Qualifications2+ years of HVAC service industry experienceBachelor's degree in Business Management or a related fieldDetail oriented with strong follow throughAn excellent communicator with a customer first mindsetA self starter who brings energy, accountability, and process disciplineTime and priority management skillsComfortable working across teams in a fast paced service environmentEHS awarenessPay RangeThe annual salary for this position is between $64,500.00 - $129,500.00 annually. 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.Other CompensationThis position may be entitled to short-term cash incentives, subject to plan requirements.BenefitsEmployees are eligible for benefits, including:Health Care Benefits: Medical, Dental, Vision; Wellness incentivesRetirement BenefitsTime off and Leave: Paid vacation days, up to 15 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 leave; military leave; purchased vacationDisability: Short-term and long-term disabilityLife Insurance and Accidental Death and DismembermentTax-Advantaged Accounts: Health Savings Account; Health Care Spending Account; Dependent Care Spending AccountTuition AssistanceCarrier EEO Statement and Accommodations ProcessCarrier 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 Rehabilitation Act and the Vietnam Era Veterans' Readjustment Assistance Act.If you require a reasonable accommodation to complete the application process, participate in an interview, or otherwise engage in the hiring process, please contact us at View email address on click.appcast.io. We will make every effort to meet your needs in accordance with applicable laws.