Incentive Program Operations Specialist

Energy Solutions; Boston (MA); Remote; USD 60,000 - 70,000; Full time

Benefits offered by this job

ESOP

Medical benefits

Dental & vision

Retirement plan

Job summary

Energy Solutions seeks an Incentive Connect Associate to support and administer assigned program activities, maintain records, coordinate stakeholder interactions, and ensure compliance with SOPs. The role involves processing applications, data management, and client communications to enable successful project delivery.

The position requires strong organization, attention to detail, and proficiency with Microsoft Office and CRM platforms.

Qualifications

• High School diploma or equivalent
• 2 years of experience in customer service, complaint resolution, account management, program administration, operations support, or related role
• Experience communicating with customers, participants, vendors, or stakeholders through email, phone, or other professional channels
• Experience following established processes, service-level expectations, and operational procedures to complete assigned work
• Experience maintaining records, tracking activities, and supporting operational or program workflows
• Strong written and verbal communication skills, with the ability to communicate professionally and effectively with customers, program participants, vendors, and internal stakeholders
• Strong attention to detail and ability to maintain accurate records, documentation, and case information
• Proficiency with Microsoft Office applications and standard workplace technologies
• Ability to apply established procedures, program requirements, and standard operating procedures (SOPs) consistently
• Strong customer service orientation and commitment to delivering a positive participant experience
• Ability to learn and use databases, CRM platforms, case-management systems, and reporting tools

Responsibilities

• Execute and administer assigned program workflows, including claim intake, completeness review, eligibility verification, and processing activities in accordance with SOPs and SLAs
• Manage application queues, shared inboxes, and workflow assignments to support timely processing and resolution
• Review, validate, and process applications, and support documentation per SOPs
• Maintain accurate records within program systems, databases, and CRM platforms
• Support outreach activities, including event preparation, presentation development, stakeholder engagement
• Prepare program deliverables, including client invoices, performance reports, presentations, and status updates
• Compile, validate, and organize sales and program data to support reporting and invoicing
• Identify and suggest improvements to program procedures and workflows
• Track and report discrepancies, trends, and operational concerns affecting performance
• Respond to questions regarding platforms, status, documentation, and requirements
• Resolve routine issues and escalate complex matters to Project Managers as needed

Skills

Customer service

Communication

Record keeping

CRM systems

Microsoft Office

Process adherence

Problem solving

Education

Associate or Bachelor's degree in business administration, Project Management, Operations, Communications, Customer Service

Tools

CRM platforms

Excel

Reporting tools

Job description

Energy Solutions seeks an Incentive Connect Associate to support and administer assigned program activities, maintain records, coordinate stakeholder interactions, and ensure compliance with SOPs. The role involves processing applications, data management, and client communications to enable successful project delivery.

The position requires strong organization, attention to detail, and proficiency with Microsoft Office and CRM platforms.