Rebate & Customer Success Coordinator (Remote)

About the role

We are looking for a proactive Rebate & Customer Success Coordinator to join our remote team supporting a US‑based HVAC company. You will own the end‑to‑end rebate pipeline, ensuring customers receive eligible government incentives while delivering a high‑quality service experience.

Key responsibilities

• Manage a pipeline of roughly 300 customer rebate applications.
• Identify eligible government rebate opportunities for each account.
• Conduct outbound and inbound communications (phone, email, text) to collect missing documentation and signatures.
• Maintain accurate records in the CRM, spreadsheets, and detailed customer notes.
• Coordinate with internal teams to submit and process rebate applications efficiently.
• Provide regular status updates to customers throughout the rebate process.
• Support outbound calling campaigns to promote discounted HVAC service offers and generate new business.
• Assist with additional administrative and operational tasks as required.

Required profile

• Previous experience in customer service or support, preferably in home services, construction, utilities or similar sectors.
• Strong English communication skills (C1/C2 level) – both verbal and written.
• Highly organized with exceptional attention to detail.
• Self‑motivated, reliable and able to work independently during U.S. Pacific Time business hours.
• Proven ability to manage multiple customer accounts simultaneously.

Required skills

• Experience with CRM systems.
• Proficiency in Microsoft Excel and spreadsheet management.
• Familiarity with standard business software (e.g., Microsoft Office).

What we offer

• Base hourly rate of $8–$10 plus performance‑based commission tied to KPIs.
• Fully remote work with flexible schedule aligned to Pacific Time.
• Full‑time (40 hours per week) position.