Sr. Associate – Service Modernization Projects

Sr. Associate – Service Modernization Projects

Company Overview:

Carrier Global Corporation is a global leader in intelligent climate and energy solutions, committed to delivering high-quality HVAC, refrigeration, and building services that improve comfort, sustainability, and customer satisfaction worldwide.

Job Summary:

As a Sr. Associate – Service Modernization Projects, you will support the planning, coordination, documentation, and execution of service modernization projects. You will play a key role in ensuring smooth operational delivery, interfacing with internal teams, subcontractors, customers, and supply chain functions to drive project execution and service outcomes.

Key Responsibilities:

Project Documentation & Coordination

• Prepare job summaries and related documentation (costing sheets, customer approvals/POs, unit selection sheets, quotations).

• Ensure accurate records are maintained and submitted for review.

Data Management & Tracking

• Maintain and update project trackers and job logs.

• Send equipment and pricing details to Procurement and monitor B2B order status.

Procurement & Supply Chain Coordination

• Process B2B order requests for equipment/parts and follow up on delivery status.

• Coordinate with the supply chain team to obtain ETAs for orders.

Logistics & Delivery Coordination

• Support logistics and delivery planning for equipment and project materials.

• Ensure alignment with project schedules and customer requirements.

Site Access & Documentation Support

• Coordinate site access with subcontractors and customer portals.

• Process documentation for site access passes as required.

Finance & Billing Support

• Prepare delivery orders, job completion certificates, and warranty certificates.

• Support invoicing processes and obtain finance clearance for deliveries.

Commissioning Support

• Initiate commissioning requests and create service orders.

• Follow up and upload commissioning reports to CRM.

Cost Review & Approvals

• Prepare revised costing sheets and initiate job variation approvals.

Internal Process & Stock Management Support

• Maintain internal trackers and generate service orders.

• Coordinate part requests and stock transfers with other business units.

Compliance & Audit Support

• Support internal audits and quality control activities.

• Organize and upload handover documents/files in SAP CRM.

Additional Tasks

• Execute other tasks assigned by the direct manager as per business needs.

Minimum Requirements:

• University degree or equivalent (Engineering/Technical discipline preferred).

• At least 3 years of relevant experience in project coordination, service operations, or HVAC/MEP environments.

Skills & Competencies:

• Strong documentation and tracking skills.

• Good coordination and communication with internal teams and external stakeholders.

• Familiarity with CRM/SAP and project tracking tools (preferred).

• Basic understanding of HVAC systems and service modernization processes.

• Ability to multitask and handle operational follow-ups.

Carrier is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.

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