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About the Role
Energy Solutions is seeking an Incentive Connect Associate to support, coordinate, and administer assigned program operations, project activities, and operational workflows. This role is responsible for executing day-to-day program activities, maintaining accurate records, coordinating stakeholder interactions, and ensuring work is completed in accordance with established procedures, program requirements, and quality standards. The Associate also contributes to reporting, compliance, process improvements, and operational support, while providing guidance and escalating complex issues.
Responsibilities
- Execute and administer assigned program workflows, including claim intake, completeness review, eligibility verification, and processing activities in accordance with established standard operating procedures (SOPs) and service-level expectations.
- Manage application queues, shared inboxes, and workflow assignments to support timely processing and resolution.
- Review, validate, and process applications, and support documentation in accordance with program requirements, eligibility criteria, and documented SOPs.
- Maintain accurate records, and supporting information within program systems, databases, and CRM platforms.
- Support outreach activities, including event preparation, presentation development, stakeholder engagement, and occasional event participation.
- Support preparation of program deliverables, including client invoices, performance reports, presentations, and status updates.
- Compile, validate, and organize sales and program data to support operational reporting, client deliverables, invoicing, and program administration.
- Identify and suggest improvements to program procedures and operational workflows to enhance efficiency.
- Track and report discrepancies, trends, and operational concerns that affect program performance.
- Respond to and resolve participant, customer, contractor, trade ally, and vendor questions/inquiries regarding platforms system, complaint status, required documentation, and program requirements.
- Resolve routine issues within established guidelines and SOPs, while escalating complex participant, technical, or compliance-related matters to Project Managers or senior team members when appropriate.
Requirements
- High School diploma or equivalent required.
- 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.
- Associate degree or bachelor's degree in business administration, Project Management, Operations, Communications, Customer Service, or related field.
- Experience in basic Microsoft Excel including concatenate (combine) data entry, formatting, formulas (VLOOKUP, SUMIF, pivot tables), data validation, and reporting.
- Experience participating in continuous improvement, process enhancement, or customer experience initiatives.
- Basic understanding of consumer protection programs, regulatory environments, utility programs, or energy efficiency programs.
- Familiarity with reporting tools, dashboards, and operational performance tracking.
- Information will be requested to perform the compulsory background check.
- A drug screen and authorization to work in the U.S. indefinitely are preconditions of employment.
Skills
- Strong written and verbal communication skills
- Strong attention to detail
- Proficiency with Microsoft Office applications
- Ability to learn and use databases, CRM platforms, case-management systems, and reporting tools
- Microsoft Excel (concatenate, formatting, formulas, data validation, reporting)
- Continuous improvement
- Process enhancement
- Customer experience initiatives
- Basic understanding of consumer protection programs
- Basic understanding of regulatory environments
- Basic understanding of utility programs
- Basic understanding of energy efficiency programs
- Reporting tools
- Dashboards
- Operational performance tracking
Location
- Remote
Work Type
- Remote
- Full-time
Experience Level
- 2 years of experience
Education Level
- High School diploma or equivalent
- Associate degree or bachelor's degree
Salary/Compensations
- $60,000–$70,000
- $60,000 - $66,500 based on experience and qualifications
Benefits
- Generous retirement package
- Medical insurance
- Dental insurance
- Vision insurance
- Other pre-tax contribution plans
- Employee Stock Ownership Plan (ESOP)
About the Company
- At Energy Solutions, we focus on the big impacts. We believe that market-based programs can be a powerful force to deliver large-scale energy, carbon, and water-use savings. Since 1995, we’ve harnessed that power to offer proven, performance-based solutions for our utility, government, and institutional customers.
- Energy Solutions operates as a predominantly remote workforce with offices in six different locations.
- Energy Solutions is committed to providing access and reasonable accommodation for individuals with disabilities.
Equal Opportunity
- Energy Solutions is an affirmative action-equal opportunity employer and prohibits discrimination and harassment of any type. We afford equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristics protected by law. Energy Solutions conforms to the spirit as well as to the letter of all applicable laws and regulations.
- Energy Solutions is an equal opportunity employer.