Teamified

Rebate Specialist, Simpro CRM Experience

Teamified

full-time

Posted on:

Location Type: Remote

Location: Philippines

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About the role

  • Support the energy rebate program end-to-end, including:
  • Manage the full lifecycle of rebate application, from initial job setup to final submission.
  • Maintain and track checklists for every job, ensuring all required steps are completed accurately and on time.
  • Collect, organize, and verify before-and-after photos and other supporting documentation to meet rebate program requirements.
  • Liaise with installers, technicians, and internal team members to ensure all tasks are completed and documented correctly.
  • Update rebate records in spreadsheets or the Simpro job management system, flagging any missing information or discrepancies.
  • Ensure compliance with program guidelines, deadlines, and reporting requirements, maintaining high attention to detail throughout the process.
  • Provide regular status updates and escalate issues promptly to the client or account manager to avoid delays.
  • Maintain and update spreadsheets and KPI trackers for rebate applications.
  • Manage tasks and workflows within the Simpro job management system to ensure timely completion.
  • Communicate updates, questions, and potential issues proactively to the client and account manager.
  • Organize documentation, portal entries, and records to ensure accuracy, compliance, and audit-readiness.
  • Provide general administrative support to the operations team as needed.
  • Suggest process improvements and contribute to optimizing workflows.

Requirements

  • Minimum 2–4 years experience as a Virtual Assistant, Administrative Assistant, or similar role.
  • Experience with Simpro systems is essential.
  • Strong proficiency in Microsoft Excel and Office Suite, including formulas, pivot tables, and workflow organization.
  • Prior exposure to rebate programs, energy schemes, or trade services administration is highly desirable.
  • Excellent attention to detail, organizational skills, and integrity.
  • Clear and concise English communication skills, both written and verbal.
  • Ability to work independently, prioritize tasks effectively, and meet deadlines.
  • Comfortable following structured workflows, version control, and reporting processes.
  • Adaptable, proactive, and capable of suggesting improvements to current processes.
Benefits
  • Flexibility in work hours and location, with a focus on managing energy rather than time.
  • Access to online learning platforms and a budget for professional development
  • A collaborative, no-silos environment, encouraging learning and growth across teams
  • A dynamic social culture with team lunches, social events, and opportunities for creative input
  • Health insurance
  • Leave Benefits
  • 13th Month Salary
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Microsoft ExcelMicrosoft Office SuiteSimpro job management systemworkflow organizationformulaspivot tablesattention to detailtask prioritizationreporting processesprocess improvements
Soft Skills
organizational skillsclear communicationverbal communicationwritten communicationindependenceadaptabilityproactivityintegrityproblem-solvingtime management