Commercial HVAC Service Operations Lead

Service Operations Lead

Carrier Commercial Service has an opening for an experienced Service Operations Lead for our City of Industry, CA location. The ideal candidate for this role will have the ability to leverage technology to enhance the communication and operational efficiency of the service branch.

Role Responsibilities:

• Administer service contracts to optimize profits, verify obligations are met, ensure customer satisfaction and retention
• Proactively monitor, pursue, and assist with the selling of field service and repair opportunities to ensure pull-through revenue goals are met
• Assist leadership in driving on time, within budget completing service jobs
• Manage all time charged to jobs including Procard transactions (billable vs non-billable)
• Manage accounts receivable and assist with the resolution of customer billing disputes
• Procure parts and materials for scheduled maintenance, repairs, and emergency service calls
• Manage warranty and startup jobs
• Complete booking of new jobs and set up billing plans
• Review open orders daily to ensure timely completion of jobs
• Ensure timely and accurate billing of projects, service contracts, T&M, and fixed-price jobs

Required Qualifications:

• High School diploma or GED
• Must have a valid Driver's License
• 2+ years' of customer service experience
• 6+ months experience handling AR/AP for a site

Preferred Qualifications:

• 2+ years of relevant HVAC service industry experience preferred
• Strong experience in Microsoft Office Suite, Salesforce, and SAP
• Bachelor's degree in Business Management or relevant field preferred

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 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; military leave; purchased vacation
• 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

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 the Rehabilitation Act and the Vietnam Era Veterans' Readjustment Assistance Act.