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Manager, Customer Service and Rebate Processing

Resource Innovations is seeking a Customer Service and Rebate Processing Manager to join our growing team in Boston, MA.  As a Customer Service and Rebate Processing Manager with Resource Innovations, you will lead the delivery functions of our Client Services Group which includes team management to achieve optimal application processing, exceptional customer service (inbound and outbound), incentive fulfillment, and department technologies.  The Customer Service and Rebate Processing Manager will play a highly visible role both internally and externally and will be responsible for developing short and long-term implementation plans and play key role in ensuring that we will continue to meet and exceed our client expectations.  The Customer Service and Rebate Processing Manager must be able to manage multiple programs in a rapidly changing environment and deliver on all KPIs. This position requires excellent communication, planning, and people-management skills. 

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

  • Manages a team of 5-8 customer service and processing agents and 2 coordinators
  • Responsible for tracking of KPIs of team members
  • Responsible for tracking and problem-solving overall program deliverables, schedules and milestones for rebate fulfillment and customer service delivery programs across multiple utilities 
  • Ensures all processing queues meet 1 day processing and 95% service level expectations.   
  • Coordinates overall processing between intake of applications, processing, batching, incentive fulfillment, and fulfillment follow up.    
  • Serves as the client facing point of contact for assigned programs and during major performance remediations, including strategy and resolution of remediation steps.  
  • Leads problem resolution activities, including working with colleagues and across teams 
  • Analyzes and identifies required staffing and attrition impacts to ensure that all department KPIs are met and within established budgets.  
  • Nurtures and strengthens the culture within the Client Services team, including recognition, accountability, and development programs.   
  • Ensures technologies enhance and improve overall service offerings  
  • Partners with Account Management, Reporting, Recruiting, Training and Continuous Improvement teams.  
  • Supports and develops Project Analysts through leadership training, performance management, professional development.  
  • Assists with business development initiatives, including but not limited to, proposal content review, best and final preparation, and presentation.  
  • Responsible for Client Services delivery direct costs, overhead spend, recognition budgets, labor expenses.  
  • Other duties as assigned  
  • 4+ years supervisory experience (can include management of direct reports, team goals, group delivery)  
  • 3+ years Project/Program Management experience  
  • 2+ years of experience implementing/planning technology solutions to achieve efficiency within an organization  
  • 2+ years direct interface with clients (can be in a business development, program implementation or account management setting)   

Preferred skills, education and experience

  • Intermediate to Advanced Microsoft Excel skills (pivot tables, LookUps, Index/Match, Charts/Graphs)  
  • 2+ years of experience with call center technologies (IVR, call routing, call tracking, WFO)  
  • 2+ years of experience with processing/fulfillment technologies (Oracle, iEnergy or equivalent)  
  • Proven experience establishing large scale culture initiatives  
  • Proven experience establishing large scale performance measurements that translate to expansion of services with existing clients or the acquisition of new clients  
  • Direct knowledge of VBA  
  • PMP Certification  

Resource Innovations offers competitive salaries based on candidate's qualifications. Resource Innovations also offers three weeks paid vacation per year, paid holidays, a 401(k) plan with employee matching funds, a discretionary bonus and an overall comprehensive benefits package.

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 increasingly complex, connected challenges. Load flexibility. Electrification. Carbon reduction. With every step, we’re leading the charge to power change.

Resource Innovations is an Equal Opportunity Employer, committed to ensuring equal employment opportunities for all job applicants and employees without regard to race, color, religion, national origin, gender, age, disability, marital status, genetics, protected veteran status, sexual orientation, or any other protected status. In addition to federal law requirements, Resource Innovations complies with applicable state and local laws governing non-discrimination in employment in every location in which the company does work.

The above job description and job requirements are not intended to be all inclusive. Resource Innovations retains the right to make changes or adjustments to job descriptions and/or job requirements at any time without notice.

Average salary estimate

$80000 / YEARLY (est.)
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$70000K
$90000K

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What You Should Know About Manager, Customer Service and Rebate Processing, Resource Innovations

Resource Innovations is on the lookout for an enthusiastic and detail-oriented Customer Service and Rebate Processing Manager to join our dynamic team in Boston, MA. In this vital role, you'll spearhead the Client Services Group's delivery functions, guiding a team of 5-8 customer service and processing agents alongside 2 coordinators. Your leadership will ensure that we not only achieve but exceed our key performance indicators (KPIs). You'll be at the helm of program management, meticulously overseeing incentive fulfillment and ensuring exceptional customer service—both inbound and outbound. Your ability to juggle multiple programs in a fast-paced environment will be crucial as you develop short and long-term strategies while nurturing a positive team culture. We believe that excellent communication and planning are keys to success, and your expertise here will shine as you serve as the client's main point of contact during critical remediation phases. If you're passionate about energy efficiency, know your way around project management, and have a knack for technology solutions, we want to hear from you. At Resource Innovations, a women-led firm focused on energy transformation, you're not just taking a job; you're joining a mission to drive impactful change in clean energy solutions. Our commitment to building a sustainable future is strong, and we invite you to come be part of that journey.

Frequently Asked Questions (FAQs) for Manager, Customer Service and Rebate Processing Role at Resource Innovations
What are the main responsibilities of the Customer Service and Rebate Processing Manager at Resource Innovations?

As the Customer Service and Rebate Processing Manager at Resource Innovations, you'll lead a team responsible for delivering high-quality processing services and customer support. Your primary duties will include managing a team of agents, tracking performance metrics, ensuring KPI goals are met, coordinating application processing and fulfillment, and serving as the primary client contact for key programs. Additionally, you will be involved in strategy development and maintaining strong interdepartmental partnerships.

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What qualifications are needed to apply for the Customer Service and Rebate Processing Manager position at Resource Innovations?

To be considered for the Customer Service and Rebate Processing Manager role at Resource Innovations, candidates should have at least 4 years of supervisory experience, 3 years in project or program management, and 2 years of experience interfacing directly with clients. Familiarity with technology solutions, advanced Microsoft Excel skills, and experience with call center technologies are preferred. A PMP certification is also a plus.

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How does Resource Innovations support professional development for the Customer Service and Rebate Processing Manager?

Resource Innovations promotes professional growth for the Customer Service and Rebate Processing Manager through leadership training and development programs. You'll have opportunities to enhance your skills in performance management and receive support in pursuing career advancement. The company values a culture of improvement, emphasizing recognition and accountability within the team.

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What role does technology play in the Customer Service and Rebate Processing Manager's duties at Resource Innovations?

Technology is a key component of the Customer Service and Rebate Processing Manager's role at Resource Innovations. You will be tasked with implementing and planning technology solutions that improve efficiency across service and processing functions. Your expertise will help enhance service offerings and streamline operations through effective utilization of processing and call center technologies.

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What benefits does Resource Innovations offer to the Customer Service and Rebate Processing Manager?

Resource Innovations provides a comprehensive benefits package for the Customer Service and Rebate Processing Manager, including competitive salaries, three weeks paid vacation, paid holidays, a 401(k) plan with employee matching, and discretionary bonuses. The company is committed to creating a supportive work environment focused on employee well-being and professional development.

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Common Interview Questions for Manager, Customer Service and Rebate Processing
Can you describe your management style as a Customer Service and Rebate Processing Manager?

In your answer, emphasize qualities such as collaboration, communication, and adaptability. Explain how you foster an open environment where team members can express ideas and concerns while motivating them toward shared goals.

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How do you approach the tracking and achievement of KPIs in a customer service environment?

Discuss your methodology for establishing KPIs, regular monitoring processes, and how to adapt strategies to ensure goals are met. Highlight any specific examples of success from previous experiences.

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What strategies do you use to handle conflicts or issues within your team?

Provide examples of conflict resolution strategies that maintain team morale. This could include open communication, mediating discussions, and finding solutions collaboratively to resolve issues efficiently.

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How do you prioritize tasks in a high-volume processing environment?

Share your approach to prioritization based on urgency and importance. Discuss how you would use tools or strategies such as task management systems to ensure deadlines are met without compromising service quality.

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What experience do you have with technology solutions in customer service?

Detail your experience with specific technologies relevant to the Customer Service and Rebate Processing Manager position. Explain how these technologies have improved efficiency in your previous roles.

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Can you give an example of a successful program you’ve managed from start to finish?

Narrate a relevant example where you successfully led a project, highlighting planning, execution, and results. Emphasize teamwork and client satisfaction throughout the process.

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How do you ensure exceptional customer service in your team?

Discuss your philosophy on customer service and how you implement training and best practices within your team to maintain high standards. Include examples of successful customer interactions or feedback mechanisms.

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What is your experience with managing remote or hybrid teams?

Share specific strategies you've employed to manage distributed teams effectively, including communication tools and regular check-ins to maintain team cohesion and productivity.

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How do you assess team performance and provide constructive feedback?

Outline your approach to performance evaluations, emphasizing setting clear expectations, regular feedback sessions, and promoting employee development through tailored coaching.

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What motivates you in a leadership position within customer service?

Reflect on what inspires you in leadership, whether it's seeing team growth, client satisfaction, or being part of a mission-driven organization like Resource Innovations. Share how this motivates your daily work.

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EMPLOYMENT TYPE
Full-time, on-site
DATE POSTED
March 26, 2025

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