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About the Role

This position plays a critical role in ensuring customer and vendor accounts are established accurately, jobs are booked and processed efficiently, billing is completed timely, and financial discrepancies are identified and resolved. The Account Management Processor is a key connection point between Sales, Service, Operations, Billing, AR, AP, vendors, and customers. By ensuring information is accurate from the beginning of the process through final billing and payment, this role helps prevent disputes, protect revenue, improve cash flow, and deliver a better customer experience.

Responsibilities

Answer incoming customer and internal calls, providing professional and timely support.
Set up new customers & vendors accurately and completely.
Submit and maintain customer Tax Exemption updates.
Manage customer site access requirements and maintain required safety portals.
Process COI requests.
Create customer-specific reports as requested.
Serve as the Accounts Receivable Subject Matter Expert (AR SME) and primary resource for AR-related questions and issues.
Research, resolve, and manage customer billing disputes.
Participate in weekly AR calls and communicate outstanding issues, resolutions, and action items.
Review AR DMB metrics and clearly communicate progress, trends, changes, and areas requiring attention.
Manage the customer credit hold and release process.
Review service project reconciliations to ensure projects are accurately billed.
Maintain the payment check log for checks remitted to the local office.
Book jobs accurately and in lockstep with the Sales team.
Conduct daily reviews of closed but un-booked opportunities and complete the booking process promptly.
Coordinate required parts & subcontractor ordering as part of the job booking process.
Process parts orders for quoted jobs.
Notify the Service Coordinator & Service Manager of new job bookings and any scheduling requirements.
Book Service projects and partner with billing teams to ensure accurate and timely billing.
Manage Estimate at Completion (EAC) activities.
Reconcile service projects and identify potential billing discrepancies.
Review open orders to ensure jobs are complete and ready for billing.
Review Preliminary Billing Documents (PBDs) and ensure invoices are processed prior to month-end/EOM.
Prepare invoice backup and supporting documentation as needed.
Work closely with billing teams to resolve issues that may delay invoicing.
Support efforts to maintain minimal-to-zero underbilled projects.
Process Accounts Payable (AP) transactions accurately and timely.
Process purchase orders and ensure appropriate documentation and approvals are maintained.
Support accurate parts and subcontractor purchasing activities.
Coordinate vendor-related information and resolve issues that may impact AP processing.
Process certified payroll as required.
Maintain accurate documentation and records related to customer, vendor, job, billing, and payment activities.
Update customer access, safety, tax, and insurance requirements as needed.
Provide administrative and reporting support to internal teams and customers.

Requirements

High School Diploma or GED
1+ years’ experience in Sales, Service, Billing, AR, AP, Procurement, and customers

Skills

Highly organized and detail-oriented
Comfortable working with numbers, financial information, and operational data
Able to manage multiple priorities and deadlines in a fast-paced environment
Experienced with ERP, CRM, billing, or accounting systems preferred
Proactive in identifying potential billing, AR, AP, and job-processing issues before they escalate

Experience Level

1+ years’ experience

Education Level

High School Diploma or GED

Salary/Compensations

$79,000.00 - $158,000.00 annually

Benefits

Health Care Benefits: Medical, Dental, Vision; Wellness incentives
Retirement Benefits
Time 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 vacation
Disability: Short-term and long-term disability
Life Insurance and Accidental Death and Dismemberment
Tax-Advantaged Accounts: Health Savings Account; Health Care Spending Account; Dependent Care Spending Account
Tuition Assistance

About the Company

Carrier Global Corporation, global leader in intelligent climate and energy solutions, is committed to creating innovations that bring comfort, safety and sustainability to life.
Through cutting-edge advancements in climate solutions such as temperature control, air quality and transportation, we improve lives, empower critical industries and ensure safe transport of food, lifesaving 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 corporate.carrier.com or follow on Carrier social media at @Carrier.

Equal Opportunity

Carrier 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 Carrier.Recruiting@carrier.com. We will make every effort to meet your needs in accordance with applicable laws.