- Manage a pipeline of approximately 300 customer rebate applications.
- Review customer accounts to identify eligible government rebate opportunities.
- Follow up with customers by phone, email, and text to collect documentation and signatures.
- Maintain accurate CRM records, spreadsheets, and detailed customer notes.
- Coordinate with internal team members to ensure rebate applications are submitted and processed efficiently.
- Communicate application updates and status throughout the process.
- Make outbound calls to promote discounted HVAC service offers and generate new opportunities.
- Support additional administrative and operational tasks as needed.
Microsoft ExcelCustomer serviceTime Management