Incentive Fulfillment Coordinator

Evergreen Efficiency; Portland (OR); Remote; USD 45,000 - 55,000; Full time

Job summary

A leading energy efficiency firm in the Portland area is seeking an Incentive Fulfilment Coordinator to manage end-to-end processing of incentive payments for energy efficiency programs. The ideal candidate will have strong communication and organizational skills, demonstrate attention to detail, and be capable of collaborating with various teams to ensure accurate reporting and timely payments. This role offers the opportunity to work in a fully virtual environment with an emphasis on work-life balance.

Benefits

Generous paid time off (PTO)

401(k) company contributions

Discretionary bonuses based on performance

Professional development funds

Paid volunteer day

Fun team outings

Qualifications

• Excellent verbal and written communication skills.
• Experience with incentive or rebate processing is required.
• Strong organizational skills and attention to detail.

Responsibilities

• Process incentive payments for utility-sponsored programs.
• Collaborate with cross-functional teams to meet contract timelines.
• Maintain records for reporting and auditing.

Skills

Attention to detail

Communication skills

Problem-solving skills

Organizational skills

Interpersonal skills

Education

Associate or bachelor’s degree in finance or accounting

Tools

Microsoft Excel

Job description

About Evergreen Energy Partners

Evergreen Energy Partners is a virtual full-service energy efficiency firm. We employ experts experienced in advancing energy efficiency initiatives for a wide array of clients. Our team members are in strategic locations across the United States.

We are a supportive team that rewards individual initiative and performance. We have a progressive culture that embraces work-life balance while working in a virtual office environment from your home. This winning combination has resulted in repeated selection among the top companies on Oregon Business Magazine's list of 100 Best Companies to Work for in Oregon.

Position Description:

The Incentive Fulfilment Coordinator
is responsible for the end-to-end processing of incentive payments for utility-sponsored energy efficiency programs. This role involves coordinating with various internal teams and external vendors to execute incentive strategies in a timely and accurate manner. This role works closely with cross-functional teams to review budgets, ensure contract timelines are met, and maintain accurate records for reporting and auditing purposes.

Successful Candidates:

• Demonstrates reliability, attention to detail, responsiveness, and accurate and timely communication.
• Is a self-starter who is highly detail-oriented, organized and goal-focused.
• Possesses excellent verbal, interpersonal and written communication skills.
• Have exceptional problem-solving skills and the ability to work independently.

Key Responsibilities:

• Ensures that all payments approved by each program operations team are paid accurately and within contracted timelines.
• Work with Sr. Incentive Accountant and Controller on initiating new banking accounts.
• Execute and contribute to continuous improvement of batch processing workflows.
• Process incentive program payment batches, utilizing various bank payment processing uploads and reporting protocols.
• Tracking and communication of fulfillment.
• W9 validation and entry.
• Support W9 and 1099 vendor payment automation and compliance software.
• Heavy data entry.
• Provide support to the program teams.
• Communicate with program teams to resolve payment issues.
• Assist in training teams on payment processes and procedures.
• Collaborate on automating TIN matching processes.
• In partnership with the Sr. Incentive Accountant and Controller, support the daily cash movement, including ACH and wire.
• Supports exception processing for incentive payments.
• Report any suspicious transactions or late payments promptly.
• Performs other related duties, as assigned.
• Maintain detailed records to meet reporting and audit requirements.
• Update program payment processing SOP’s monthly to document payment processing protocols in alignment with SOC compliance and Controller requirements.

Position Qualifications:

• Excellent verbal and written communication skills.
  
• Excellent interpersonal and customer service skills.
  
• Excellent organizational skills and attention to detail.
• Ability to work independently and within a team
• Previous experience working in a virtual environment is helpful but not required.

Preferred Skills/Experience:

• Associate or bachelor’s degree in finance or accounting.
• Prior incentive or rebate processing experience, required.
  
• Intermediate to advanced proficiency in Microsoft Excel, required.
  

Physical Requirements:

The physical requirements described here are representative of those that must be met by this position. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions.

• Sitting for extended periods at a computer; data entry and proficient typing.
• Talking on the telephone or video conference calls for extended periods.
• Speak/hear; provide clear, accurate communication and hear the telephone.
  

Other Requirements:

• Drug test – must pass a pre-employment drug screen.
• Pre-employment background check.
• A solid internet connection and home-work space.
• This role must be located in the Portland, OR/Vancouver, WA metro area.
• Evergreen will provide a computer (programs for the position included in the computer setup), two monitors, a monitor stand, speakers, a webcam, a docking station, a wireless keyboard and mouse, and a surge suppressor.

Benefits:

In addition to your competitive salary, medical/dental/vision plan, disability and life insurance, and 401(k), we’ll provide:

• Generous paid time off (PTO) so you can recharge and enjoy life, plus $500 provided annually when you take a week-long vacation.
• 401(k) company contributions to help build your nest egg.
• Discretionary bonuses based on performance because your work deserves to be rewarded.
• Professional development funds to learn new skills and grow.
• 100% virtual company.
• Paid volunteer day to make an impact in our communities.
• Fun team outings and events to bond with your colleagues.

EEO M/F/D/V