Customer Service and Rebate Processing Team Supervisor

Resource Innovations is seeking a Client Services Project Coordinator to join our growing team . As a Client Services Project Coordinator with Resource Innovations , you will play a key role in supporting rebate processing operations, coordinating project activities, maintaining accurate program data, and assisting with the successful execution of program deliverables. This position focuses on data integrity, workflow management, documentation, reporting, and cross-functional collaboration. We are seeking detail-oriented, organized, and mission-driven individuals who thrive in a fast-paced environment and are committed to operational excellence.

Resource Innovations (RI) is a women-led energy transformation firm focused on impact . Building on our expertise in energy efficiency, we're constantly expanding our portfolio of clean energy solutions to guide utilities through increasingly complex, connected challenges. Load flexibility. Electrification. Carbon reduction. With every step, we're leading the charge to power change.
Duties and Responsibilities 

- Process rebate applications and related documentation in accordance with program guidelines and established service level agreements.

- Perform accurate and timely data entry, validation, and maintenance across multiple systems and databases.

- Coordinate project activities, deliverables, timelines, and documentation to support successful program execution.

- Review applications and supporting documentation for completeness, accuracy, and compliance with program requirements.

- Prepare and maintain reports, spreadsheets, and project documentation to support internal teams and client requirements.

- Collaborate with internal stakeholders to resolve data discrepancies, process issues, and documentation gaps.

- Support program launches, system updates, and operational changes through testing, validation, and process documentation.

- Identify opportunities for process improvements and provide recommendations to enhance efficiency, accuracy, and customer experience.

- Maintain accurate records and audit documentation in accordance with program and client requirements.

- Assist with special projects, operational initiatives, and administrative tasks as needed.

- Other duties as assigned.

Requirements

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High school diploma or equivalent required; associate or bachelor’s degree preferred.

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2+ years of experience in data entry, project coordination, program administration, operations support, or a related field.

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Strong attention to detail and commitment to data accuracy.

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Excellent organizational and time management skills with the ability to manage multiple priorities and meet deadlines.

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Proficiency in Microsoft Office, including Excel, Word, and Outlook.

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Experience working with databases, CRM systems, or other data management platforms preferred.

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Ability to analyze information, identify discrepancies, and resolve issues efficiently.

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Strong written and verbal communication skills.

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Ability to work independently as well as collaboratively within a team environment.

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Experience in rebate processing, energy efficiency programs, utilities, or other regulated program environments is a plus.

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Demonstrated ability to maintain confidentiality and handle sensitive information with discretion.

Skills

- Strong verbal and written communication 

- Detail oriented, sharp memory and accuracy skills 

- Superior organizational, prioritization, and attention-to-detail skills are required

- Excellent verbal and written communications skills with clients and all levels of internal employees

- Self-motivation and exceptional follow-through skills are a must

Benefits
About Resource Innovations

Resource Innovations (RI) is a women-led energy transformation firm focused on impact . Building on our expertise in energy efficiency, we’re constantly expanding our portfolio of clean energy solutions to guide utilities through increa