Senior Incentive Processor

CLEAResult

2d • $20 - $30 • Remote

About The Position

We are looking for a talented individual to join our team as a Senior Incentive Processor! In this role, you will play a critical part in supporting Energy Trust of Oregon’s Business Lighting incentives. You will manage and control the processing of rebate and incentive applications for small‑ and medium‑business customers installing lighting upgrades, ensuring accuracy, quality, and compliance across all program requirements. This position is highly detail‑oriented and service‑focused. You will support both direct install and midstream (incentive discount) channels, review new incoming projects for eligibility, assist contractors and distributors, respond to program inquiries, and help maintain the integrity of weekly incentive releases. You will also contribute to onboarding, training, and broader process improvement efforts across the team.

Requirements

• Strong attention to detail, accuracy, and quality over speed
• Ability to pivot between tasks quickly and adapt to shifting priorities
• Excellent customer‑service skills with the ability to communicate clearly and professionally
• Data‑entry proficiency across multiple systems; comfort learning new databases
• Ability to stay organized and focused, even in fast‑changing workflows
• Strong problem‑solving mindset and willingness to ask questions when needed
• Experience working on phones, with customers, or in service‑oriented roles (highly beneficial)
• Ability to work well both independently and as part of a close‑knit team
• 1–3 years of relevant experience
• A high school diploma or equivalent required; Associate’s degree preferred
• Experience in customer service, administrative operations, incentive processing, or detailed data processing
• A desire to contribute to clean‑energy efforts and support local Oregon businesses
• The ability to work fully remote within Oregon

Responsibilities

• Incentive Processing & Documentation Process new lighting incentive applications for the direct install and midstream channels, including initial QC and eligibility screening.
• Review and validate documentation—including invoices, forms, project details, and supporting materials—to ensure program compliance.
• Build and manage project records in multiple proprietary databases and internal systems.
• Support weekly incentive payment release cycles, including QC and correction processing.
• Maintain clear, consistent documentation of workflows and data‑entry procedures.
• Customer Care & Communication Respond to incoming questions via the program phone line and inbox.
• Provide respectful, clear, and accurate guidance on program requirements, documentation needs, or next steps.
• Support callers from small and medium businesses, trade allies, contractors, distributors, and occasional downstream lighting inquiries.
• Maintain confidentiality of business and customer information at all times.
• Program Support & Collaboration Assist internal departments with questions regarding incentives, requirements, and industry standards.
• Support the outreach team by offering contractor/trade ally assistance and customer‑facing information.
• Participate in weekly client touchpoints to communicate payment details, corrections, and special considerations.
• Support system enhancements by assisting in database design, updates, and testing.
• Contribute to cross‑functional process improvements that positively impact incentive processing speed and accuracy.

Benefits

• Medical, Dental, and Vision Insurance; we also offer a company-paid health care concierge service to help navigate our health plan to make the best decisions for you and yours
• 401(k) with company match
• Paid vacation, sick, personal and parental leave time
• Paid Volunteer Time: giving back to our communities is important to us
• Employee Recognition Program – convert your recognition points into gift cards
• Employee Assistance Program – offers benefits to help you manage daily responsibilities
• Access to on-demand training courses to advance further in your career

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: High school or GED
• Number of Employees: 501-1,000 employees