Job 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