Associate, Part Time

Essential Functions and Responsibilities: 

• Process 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.
• Availability to work a minimum of 10 hours per week, with potential to flex up to 30 hours per week when needed
• 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.
• Master complex processing standards for multiple programs
• 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.
• Perform other related duties as assigned.

QUALIFICATIONS

Essential Knowledge, Skills and Abilities 

Required

• Flexible schedule
• Extreme attention to detail
• Ability to understand processes at a conceptual level, execute them correctly in an internet browser-based system, and ask questions when in doubt.
• 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
• Strong writing 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 follow processes and execute tasks in an internet browser-based system.
• Intermediate ability to use Microsoft Outlook, Word, Excel, and Windows 10
• 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
• Ability to speak Spanish, Mandarin, Vietnamese, or Tagalog

Education: 

• Associate of Arts degree required.
• Bachelor’s degree preferred. 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.

Licenses, Certificates or Registrations: 

• None required

WORKING CONDITIONS

Work Environment: 

• Works in an office & virtual office environment   

Physical Demands:  

• Must have manual dexterity sufficient to operate a computer keyboard and other equipment customarily present in an office environment. 17.50 To 17.50 (USD) Hourly