Products Team Processing Agent

2 weeks ago


Washington, Washington, D.C., United States AdNet AccountNet, Inc. Full time

About Us:
AdNet/AccountNet, Inc. is an 8(a), WOSB, LGBTE and WBE owned management consulting firm founded in 1990. We blend the best in people with the ongoing demands of the workplace by providing high quality staffing and executive search services.

Job Description

  • Work as part of the products team, managing the influx of retailer submissions related to energy efficient appliances and products.
  • Review project application forms and submittals by customers, contractors, engineers/consultants, and other program participants in order to ascertain compliance with program policies and procedures.
  • Provide quality checks and resolutions on all inbound products applications.
  • Achieve daily, weekly, and monthly quota and metrics expectations.
  • Accurately identify customer accounts to research and confirm rebate payment information.
  • Support various client product data including SKU, and incentive levels.
  • Work within Microsoft Dynamics CRM daily to log and track program payment activity.
  • Work within Microsoft Excel daily to prepare payment schedules and invoice detail.
  • Perform the assigned duties with minimal supervision, but also work in a team problem-solving environment.
  • Monitor the aging of outstanding invoices and other relevant tasks to prompt outreach as necessary.
  • Other ad hoc research and program support as needed.
  • Maintain confidentiality regarding company and utility customer information.
  • Follow all policies and guidelines set by the company.

Qualifications:

  • High School Diploma
  • 3 years of professional work experience.
  • Bachelor's degree or some college experience
  • 1+ years of professional work experience.

Skills Required:

  • Self-starter who takes ownership of assignments.
  • Great attention to detail and accuracy.
  • Experience confidently interacting with utility customers, business owners, and other key stakeholders.
  • Excellent interpersonal skills and customer relationship management skills.
  • Ability to prioritize, multitask, and ability to work in a fast-paced environment.
  • Strong experience working with MS Office, and specifically Excel and Word.
  • Excellent written and oral communication skills.
  • Must be able to type 45 to 50 wpm.
  • Excellent time management skills.
  • Adaptability to work collaboratively and professionally with cross-functional team members.
  • Identifies and resolves problems in a timely manner, gathers and analyzes information skillfully, develops alternative solutions.
  • Takes pride in own ability to positively make a difference in the lives of program participants.

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