Rebate Processing Specialist-Associate

Center for Sustainable Energy (CSE)

United States

Remote

USD 90,000 - 110,000

Full time

14 days+

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Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Disability insurance

Job summary

A leading non-profit organization is seeking a Director of Talent Acquisition & Talent Management. This role involves managing clean transportation rebate applications, providing technical support, and ensuring compliance with program requirements. The ideal candidate will have strong organizational and interpersonal skills, along with experience in customer support and application processing. This position offers opportunities for professional growth and is essential to the organization's mission of promoting sustainable energy.

Qualifications

2 years of experience in office/clerical work or customer support.
Ability to complete assigned work accurately and on time.

Responsibilities

Process clean transportation rebate applications using Salesforce.com.
Provide technical support to applicants for online application processes.
Communicate with team leads to report concerns and suggest improvements.

Skills

Interpersonal Skills

Organizational Skills

Communication

Problem Solving

Education

Associate of Arts degree

Tools

Salesforce.com

Microsoft Outlook

Microsoft Word

Microsoft Excel

Adobe Acrobat

Job description

Direct message the job poster from Center for Sustainable Energy (CSE)

Director, Talent Acquisition & Talent Management

Processes clean transportation rebate applications efficiently and accurately.

Essential Functions and Responsibilities:

Process clean transportation rebate applications using a customized Salesforce.com CRM system and other computer systems
Follow detailed, standard practices and operating procedures to review rebate applications and varied, complex supporting documents for accuracy and completeness
Make quick, consistent decisions following detailed program terms and conditions to determine rebate applicant eligibility
Provide technical support to applicants for the online application and document submission processes
Explain complex project requirements to applicants on the phone and in writing
Use good judgment when speaking with applicants about non-public personal information
Handle highly sensitive documents that contain non-public personal information, following mandatory security processes
Use template-based and customized emails to communicate professionally and accurately with rebate applicants
Prepare and mail rebate checks to rebate applicants
Work effectively with fellow team members to complete rebate processing tasks, assisting others when opportunities arise
Identify issues which may require deviation from standard practices and work with team leads to implement solutions
Communicate with the operations team leads and operations managers to provide status updates, report concerns, and suggest solutions and improvements
Organize, scan, file, and store hardcopy rebate applications
Perform other related duties as assigned

Role Specific Responsibilities:

QUALIFICATIONS

Essential Knowledge, Skills and Abilities:

Required

Strong ability to work on more than one program.
Ability to organize tasks in a way that suits your work style, accommodates your team members, and complies with required processes
Strong interpersonal and organizational skills
Ability to communicate facts and constraints effectively verbally and in writing, even during difficult conversations
Ability to complete assigned work accurately and on time
Ability to identify alternative solutions to assigned issues and recommend course of action
Intermediate ability to navigate in Adobe Acrobat PDF files
Intermediate ability to use Microsoft Outlook, Word, Excel, and Windows 7
Basic knowledge of customer service principles, project management and best practices with data entry and documentation.

Preferred

Basic knowledge of and/or interest in electric, plug-in hybrid electric, and other alternative fuel vehicles
Basic knowledge of and/or interest in local, state, and federal transportation issues related to greenhouse gases (GHGs) and climate change
Basic knowledge of and/or interest in energy issues with basic understanding of sustainable energy policy and technologies
Experience working with online customer relationship management (CRM) systems (e.g., Salesforce.com)
Income verification or mortgage processing experience

Education:

Associate of Arts degree required
Additional work experience may be substituted for a degree

Experience:

2 years of experience in office/clerical work, customer support, application processing, or other areas related to the duties and responsibilities specified.
A bachelor’s degree may be substituted for some work experience.

Seniority level