• Deliver accurate and timely service to advisors and clients • Take ownership of client issues and work towards prompt resolution • Handle communications between custodians and Operations with advisors or clients • Provide comprehensive operational support to clients • Act as a strong advocate for clients with empathy • Prioritize and manage multiple requests simultaneously • Effectively handle a steady flow of diverse requests • Collaborate with internal teams for cohesive experience • Utilize CRM platforms like Salesforce to manage cases • Maintain clear communications with advisors and clients • Demonstrate care and empathy to help advisors and clients • High attention to detail for accurate processing • Contribute to a positive team environment and provide training support

Role Description Resource Innovations is seeking a Sr. Rebate Processing Specialist to join our growing team. As a Data Entry and Project Coordinator with Resource Innovations, you will play a key role in supporting rebate processing operations, coordinating project activities, maintaining accurate program data, and assisting with the successful execution of program deliverables. This position focuses on data integrity, workflow management, documentation, reporting, and cross-functional collaboration. We are seeking detail-oriented, organized, and mission-driven individuals who thrive in a fast-paced environment and are committed to operational excellence. Duties and Responsibilities - Process rebate applications and related documentation in accordance with program guidelines and established service level agreements. - Perform accurate and timely data entry, validation, and maintenance across multiple systems and databases. - Coordinate project activities, deliverables, timelines, and documentation to support successful program execution. - Review applications and supporting documentation for completeness, accuracy, and compliance with program requirements. - Prepare and maintain reports, spreadsheets, and project documentation to support internal teams and client requirements. - Collaborate with internal stakeholders to resolve data discrepancies, process issues, and documentation gaps. - Support program launches, system updates, and operational changes through testing, validation, and process documentation. - Identify opportunities for process improvements and provide recommendations to enhance efficiency, accuracy, and customer experience. - Maintain accurate records and audit documentation in accordance with program and client requirements. - Assist with special projects, operational initiatives, and administrative tasks as needed. - Other duties as assigned. Qualifications - High school diploma or equivalent required; associate or bachelor’s degree preferred. - 2+ years of experience in data entry, project coordination, program administration, operations support, or a related field. - Strong attention to detail and commitment to data accuracy. - Excellent organizational and time management skills with the ability to manage multiple priorities and meet deadlines. - Proficiency in Microsoft Office, including Excel, Word, and Outlook. - Experience working with databases, CRM systems, or other data management platforms preferred. - Ability to analyze information, identify discrepancies, and resolve issues efficiently. - Strong written and verbal communication skills. - Ability to work independently as well as collaboratively within a team environment. - Experience in rebate processing, energy efficiency programs, utilities, or other regulated program environments is a plus. - Demonstrated ability to maintain confidentiality and handle sensitive information with discretion. Requirements - Strong verbal and written communication. - Detail oriented, sharp memory and accuracy skills. - Superior organizational, prioritization, and attention-to-detail skills are required. - Excellent verbal and written communications skills with clients and all levels of internal employees. - Self-motivation and exceptional follow-through skills are a must. Benefits - Competitive salaries based on a candidate's skills, experience, and qualifications for the position. - Compensation range for the base salary for this position is $18-$20/hour. - Eligibility for a discretionary annual bonus. - Comprehensive benefits package designed to promote health, financial security, and work-life balance. - Three weeks of paid vacation annually. - Paid holidays. - 401(k) retirement plan with employer match. - Medical, dental, and vision coverage. - Parental leave. - Employee assistance program. - Commuter benefits and additional supplemental offerings.

Provide exceptional customer service, resolve inquiries through multiple channels, manage technical support calls, and identify trends for process improvement to ensure customer satisfaction and effective resolution of service requests.

• Own a portfolio of customer relationships from onboarding through renewal, ensuring adoption, satisfaction, and retention. • Act as a trusted advisor by providing strategic recommendations that align influencer programs with customer business goals. • Lead strategic business reviews (SBRs) and campaign wrap reports, delivering insights that shape future strategy. • Oversee influencer campaign delivery from kickoff through reporting, ensuring content quality, on-time execution, and alignment to KPIs. • Partner with customers on post-sale strategy, sharing best practices and actionable insights to optimize performance. • Manage budgets, contracts, and deliverables with precision, providing transparent updates and proactive issue resolution. • Project manage campaigns by delegating executional tasks to Coordinators/Co-Ops, while serving as a mentor and coach. • Collaborate cross-functionally with Sales, Strategy, Research, and Product teams to deliver seamless client experiences. • Analyze campaign performance data to generate actionable insights for customers and internal teams.