Incentive Specialist

Haven Energy•Austin, TX

About The Position

Haven Energy is seeking an experienced Incentive Specialist to help Haven customers capture the full value of available solar and energy storage incentives across the U.S., with an initial strong emphasis on California’s Self-Generation Incentive Program (SGIP). This role is critical in ensuring customers meet all program and compliance requirements while guiding them through all applicable program requirements, such as demand response enrollment and utility rate adjustments. The Incentive Specialist will work cross-functionally with Sales, Operations, and Customer Experience teams to deliver a seamless and transparent incentive process that maximizes both customer savings and program success.

Requirements

4+ years of experience managing or supporting solar and/or energy storage incentive programs.
Demonstrated experience with California’s SGIP program and related utility coordination.
Experience managing vendors or third-party processors to ensure quality and compliance.
Familiarity with demand response programs and rate structures within major utilities.
Excellent attention to detail and organizational skills, with the ability to manage multiple programs simultaneously.
Strong communication skills with a customer-first mindset and the ability to explain complex requirements clearly.
Experience with CRM or project management tools.

Nice To Haves

Experience with state and utility incentive programs for residential & commercial solar and storage.
Understanding of distributed energy systems, battery technology, and VPP participation.
Knowledge of energy policy or regulatory processes.
NABCEP certification or equivalent technical background.

Responsibilities

Manage the full lifecycle of SGIP and other solar/storage incentive submissions, from documentation and submission to approval, potential revisions and payment.
Guide customers through applicable program requirements such as demand response participation, rate plan requirements, and other incentive compliance steps to maintain program eligibility.
Manage and coordinate with external vendors or partners supporting incentive processing, ensuring accuracy, timeliness, and program compliance across all submissions.
Stay current on rebate structures, eligibility rules, and application processes across multiple states and utilities.
Work closely with Operations, Sales, and Customer Care to gather and verify all required data for incentive submissions.
Maintain organized records of applications, statuses, and payouts while providing updates to both customers and internal stakeholders.
Own the processing / vendor management to process inbound messages from both rebate administrators and homeowners.
Be able to clearly communicate complicated guidelines and qualification requirements to homeowners as they seek to better understand program participation.
Develop internal processes to own, manage and track relevant program statistics and progress towards identified goals.
Identify and implement opportunities to streamline workflows and documentation for incentive handling.
Develop and share internal resources to expand company-wide understanding of incentive programs and compliance requirements.