Rebate Recovery Officer | Home Electrification

Smart Energy Pte Ltd; Waterloo; On-site; AUD 70,000 - 100,000; Full time

Job summary

Smart Energy is seeking a Rebate Recovery Officer to join our Waterloo, Sydney office, taking ownership of rebate claims and driving recovery across the program. You will liaise with Finance, Operations, Sales and external partners to gather documentation, resolve discrepancies and expedite lodgements using tools like Xero, Airtable, Formbay and Salesforce.

The role combines follow-up, reconciliation and data analysis to improve processes and ensure timely recoveries, with opportunities to

Qualifications

• Two years of relevant rebate processing, recovery, or accounts receivable experience.
• Experience investigating outstanding claims and resolving payment discrepancies.
• Strong reconciliation skills with financial and operational data.
• Advanced Excel/Google Sheets skills including lookups and pivot tables.
• Clear, confident communication and persistent follow-up.
• Ability to work on-site at our Waterloo, Sydney office.

Responsibilities

• Own rebate recovery from investigation to resolution for outstanding and disputed claims.
• Investigate records and reconcile rebates between provider and internal systems.
• Maintain reporting on ageing, recoveries, and next steps.
• Collaborate with Operations, Finance, Sales and installers to improve workflows.

Skills

Attention to detail

Reconciliation skills

Excel/Google Sheets (lookups & pivots)

Communication skills

Problem solving

Education

Diploma of Accounting, or qualification in finance, business or related discipline

Tools

Formbay

Xero

Airtable

Salesforce

Job description

Rebate Recovery Officer | Home Electrification

Investigate the roadblocks. Recover outstanding rebates. Make an impact.

Are you a detail-focused professional who enjoys investigating outstanding claims, solving problems and getting results?

At Smart Energy, we’re helping Australians unlock their home’s potential through solar, batteries, hot water heat pumps, EV chargers and more.

We’re looking for a Rebate Recovery Officer to join our Sydney office in Waterloo, taking ownership of outstanding rebate claims and helping turn completed installations into successfully recovered funds.

If you have experience in rebate processing, claims management, accounts receivable or credit control- and enjoy digging into the details - we’d love to hear from you.

The Opportunity

Reporting to the Collections Manager, you will be responsible for the successful lodgement of rebate claims, working closely with Finance, Operations, Sales, IT and relevant external parties to identify and resolve discrepancies, streamline processes, expedite claim submissions and ensure accurate reconciliation of rebate claims.

You’ll work closely with installers, rebate processing partners and our internal teams to obtain missing documentation, resolve discrepancies and progress aged or disputed claims.

Using Xero, Airtable, Formbay and Salesforce, you’ll help maintain an accurate picture of claim status, outstanding balances and recovery performance. You’ll also identify practical improvements that reduce delays, strengthen controls and prevent outstanding claims from building up.

This role combines hands-on follow-up, financial reconciliation, data analysis and stakeholder coordination in a growing home electrification business.

What You’ll Do:

Own rebate recovery

• Manage the successful lodgement of rebate claims, including outstanding, aged, stalled and disputed claims, from investigation through to resolution.
• Prioritise follow-up based on claim age, value, compliance requirements and likelihood of recovery.
• Contact installers, rebate processing partners and relevant internal teams to progress outstanding items.
• Obtain missing documentation, clarify claim requirements and coordinate corrections or resubmissions.
• Escalate claims at risk of rejection, expiry or non-recovery, with clear recommendations for action.

Investigate and reconcile

• Review claim records, supporting documents and financial transactions to identify why rebates remain unpaid.
• Reconcile rebate balances, payments and adjustments between provider and internal systems
• Investigate data mismatches, incomplete submissions, disputed amounts and processing errors.
• Maintain accurate records of claim status, follow-up activity, next steps and expected recovery dates.

Turn data into action

• Maintain clear reporting on outstanding claims, ageing, recovery timelines and unresolved issues.
• Use Excel or Google Sheets to analyse data, identify trends and highlight recovery risks.
• Provide the Collections Manager with accurate updates on recoveries, outstanding exposure and priority escalations.
• Identify recurring causes of delays and recommend practical solutions.

Improve processes and controls

• Work with Operations, Finance, Sales and installation teams to improve claim quality and processing workflows.
• Help document procedures, ownership and escalation pathways.
• Identify opportunities to reduce manual work, improve data accuracy and prevent repeat errors.
• Keep claim documentation and recovery records complete, organised and ready for audit.
• Follow internal policies and the applicable requirements of each rebate program.

You Must Have

At least two years’ relevant experience in rebate processing or recovery, claims management, accounts receivable, credit control or financial operations.

• Experience investigating outstanding claims, payment discrepancies or overdue balances and following them through to resolution.
• Strong reconciliation skills and confidence working with financial and operational data.
• Intermediate to advanced Excel or Google Sheets skills, including lookups, pivot tables, filtering and data reconciliation.
• Clear, confident communication skills, with the ability to follow up persistently and professionally.
• Strong organisation and attention to detail, particularly when managing documentation, deadlines and multiple outstanding claims.
• A practical approach to problem-solving and an interest in improving processes.
• The ability to work on-site at our Waterloo, Sydney office.

Education and qualifications

• Diploma of Accounting, or qualification in finance, business or a related discipline would be highly regarded.
• Candidates with equivalent practical experience and demonstrated capability are also encouraged to apply.

Highly regarded

• Experience within solar, batteries, energy efficiency or home electrification.
• Exposure to government incentive programs, renewable energy certificates or other documentation-based rebate schemes.
• Hands-on experience with Formbay, Xero, Airtable or Salesforce.
• An understanding of claim eligibility checks, supporting documentation and compliance requirements.
• Experience building reports or improving claims, collections or reconciliation processes.

Why Join Smart Energy?

• Make a visible impact: See the results of your work through stronger recoveries, clearer reporting and better processes.
• Bring your ideas to life: Contribute to improvements across systems, workflows and controls.
• Broaden your experience: Work across Finance, Rebate Operations and Sales in a role combining collections, analysis and process improvement.
• Be part of home electrification: Support a business helping Australians adopt smarter energy solutions.
• Monthly MVP recognition: Celebrate top performers with prizes and vouchers announced at the end of each month.
• Friday pub lunches and knock-off drinks: Finish the week with great food, a few laughs and your teammates.
• A driven, collaborative team: Join an energetic environment where people support each other and grow together.
• Opportunities to progress: Build your skills with ongoing training, support and career progression pathways.
• An incredible annual Christmas party: Celebrate the year with the team in Byron Bay or Sydney.
• Annual all expenses paid incentive trips to Bali: An opportunity for high performers to celebrate their achievements

Ready to Make Your Next Move?

Please note:

• Working rights: You must have unrestricted, ongoing working rights in Australia, such as Australian citizenship or permanent residency. Working Holiday Visa holders will not be considered for this position.