HVAC TB Customer Service Representative

HVAC TB Customer Svc Rep

Be part of the future!

We are one team, dedicated to working collaboratively to create the purposeful solutions that propel the world forward. We hope you will join our diverse team of top people – you bring your talent, and we’ll give you the space and opportunities to grow and succeed.  We are committed to make a difference.

What we offer:

• Competitive Starting Pay

• Paid Training

• Global Advancement Opportunities

• Company Vehicle (as applicable)

• Referral Bonuses

• Comprehensive Benefits

• Medical/Dental/Vision insurance

• Health Savings Account (HSA)

• Life Insurance

• 401(k) savings plan with company match

• Short-Term and Long-Term Disability

• Employee Assistance Program

• Wellness Program

• And More!

What you will do 

Under direct supervision, tracks and provides direct support for the planned service agreement renewal process. Actively participates in accounts receivable activities such as collections and new customer authorizations. Provides back-up customer call handling, as needed. Provides administrative, day-to-day support in the service operational areas. 

How you will do it 

Responsible for the scheduling, tracking and monitoring of the touch point plans and the contract renewal life cycle process with the account owners. 

Raise issues to appropriate individuals for timely follow-up as required. 

May require direct interaction with customers for follow-up to secure purchase orders or to meet special invoicing conditions. 

Updates the Service delivery plans as required by team. 

Runs query reports, researches and reconciles unaligned costs, such as labor hours, material purchases, expenses and other service-related transactions. 

May prepare and submit service billings in a special invoice format as defined by individual customer account special handling requirements. 

Reconciliation of accounts payable exceptions as necessary. 

Researches, resolves or raises accounts receivable disputes as outlined in the partner concern process. 

Works with Accounts Receivables contact to assist with resolution of truck-based team A/R issues. 

Determines appropriate actions for timely resolution. 

If needed, will interact with Customer to resolve receivable issues. 

Processes invoice credits and re-bills, as necessary. 

Proactively contacting customers ensure customer satisfaction and a commitment to pay. 

Updates and retains customer account information related to special billing conditions, tax status, invoice approval contacts, billing addresses and special billing rates up-to-date. 

Support inventory control process including updating equipment asset transactions. 

Assist CSAs in resolution of warranty/SD warranty issues. 

Provide additional service administration support, as required. 

What we look for   

Required 

• Must have strong interpersonal skills to effectively communicate with both internal and external clients. 

• Associate’s degree as a minimum.

• Must have the ability to simultaneously handle a large and diverse number of projects, tasks and issues with tact, cooperation, and persistence. 

• Ability to prioritize work activities based upon financial impact to desired business goals. 

• Must have proficient computer skills within the following applications: Advanced Microsoft Word, Excel, ACCESS, Desktop Publishing and Internet business application usage. 

• Must demonstrate the ability to perform work independently and demonstrate solid organizational and attention to detail skills. 

• Experience in contract financials required. 

Preferred 

• HVAC experience preferred. 

• Accounts receivable experience preferred. 

• Experience and/or basic project accounting or costing principles is desired. 

HIRING HOURLY RANGE: $36-44 (Hourly rate to be determined by the education, experience, knowledge, skills, and abilities of the applicant, internal equity, and alignment with market data.) This position includes a competitive benefits package. For details, please visit the Employee Benefits tab on our main careers page at