Incentive Connect Support Associate

Cohen Ventures Inc
  • Chicago, IL
  • $60,000–$66,500 Per Year
4 days ago

Job Description

Interested in joining a growing company where you will work with talented colleagues, enhance a supportive and energetic culture, and be part of the climate solution? At Energy Solutions, we focus on the big impacts. And we believe that market-based programs can be a powerful force to deliver large-scale energy, carbon, and water-use savings. Since 1995, we've harnessed that power to offer proven, performance-based solutions for our utility, government, and institutional customers.

Energy Solutions is seeking an Incentive Connect Associate to support, coordinate, and administer assigned program operations, project activities, and operational workflows within Energy Solutions' program portfolio. In this role, the Incentive Connect Associate is responsible for executing day-to-day program activities, maintaining accurate records, coordinating stakeholder interactions, and ensuring work is completed in accordance with established procedures, program requirements, and quality standards. In addition, the Incentive Connect Associate contributes to reporting, compliance activities, process improvements, and operational support efforts while providing guidance on routine procedural questions and escalating more complex issues when appropriate.

This opportunity is perfect for someone who likes to operate with limited supervision, monitor program activities, facilitate issue resolution within established guidelines, and support successful project and program delivery through effective coordination, documentation, and stakeholder communication.

Responsibilities include but are not limited to:

  • Execute and administer assigned program workflows, including claim intake, completeness review, eligibility verification, and processing activities in accordance with established standard operating procedures (SOPs) and service-level expectations
  • Manage application queues, shared inboxes, and workflow assignments to support timely processing and resolution
  • Review, validate, and process applications, and support documentation in accordance with program requirements, eligibility criteria, and documented SOPs
  • Maintain accurate records, and supporting information within program systems, databases, and CRM platforms
  • Support outreach activities, including event preparation, presentation development, stakeholder engagement, and occasional event participation
  • Support preparation of program deliverables, including client invoices, performance reports, presentations, and status updates
  • Compile, validate, and organize sales and program data to support operational reporting, client deliverables, invoicing, and program administration
  • Identify and suggest improvements to program procedures and operational workflows to enhance efficiency
  • Track and report discrepancies, trends, and operational concerns that affect program performance
  • Respond to and resolve participant, customer, contractor, trade ally, and vendor questions/inquiries regarding platforms system, complaint status, required documentation, and program requirements
  • Resolve routine issues within established guidelines and SOPs, while escalating complex participant, technical, or compliance-related matters to Project Managers or senior team members when appropriate

Minimum Qualifications:

  • High School diploma or equivalent required
  • 2 years of experience in customer service, complaint resolution, account management, program administration, operations support, or related role
  • Experience communicating with customers, participants, vendors, or stakeholders through email, phone, or other professional channels
  • Experience following established processes, service-level expectations, and operational procedures to complete assigned work
  • Experience maintaining records, tracking activities, and supporting operational or program workflows
  • Strong written and verbal communication skills, with the ability to communicate professionally and effectively with customers, program participants, vendors, and internal stakeholders
  • Strong attention to detail and ability to maintain accurate records, documentation, and case information
  • Proficiency with Microsoft Office applications and standard workplace technologies
  • Ability to apply established procedures, program requirements, and standard operating procedures (SOPs) consistently
  • Strong customer service orientation and commitment to delivering a positive participant experience
  • Ability to learn and use databases, CRM platforms, case-management systems, and reporting tools

Preferred Qualifications:

  • Associate degree or bachelor''s degree in business administration, Project Management, Operations, Communications, Customer Service, or related field
  • Experience in basic Microsoft Excel including concatenate (combine) data entry, formatting, formulas (VLOOKUP, SUMIF, pivot tables), data validation, and reporting
  • Experience participating in continuous improvement, process enhancement, or customer experience initiatives
  • Basic understanding of consumer protection programs, regulatory environments, utility programs, or energy efficiency programs
  • Familiarity with reporting tools, dashboards, and operational performance tracking

The salary range for this role is $60,000-$70,000, with a target compensation of $60,000 - $66,500 based on experience and qualifications.

Compensation is commensurate with experience and includes a generous retirement package. Energy Solutions provides an excellent benefits package including medical, dental and vision insurance, other pre-tax contribution plans and an Employee Stock Ownership Plan (ESOP).

AI Use

At Energy Solutions we believe in the importance of authentic interactions and equitable opportunities. We base our candidate selection on one's own skills, knowledge, and experience. To ensure the integrity and fairness of our interview process, the use of artificial intelligence (AI) tools (including Generative AI) or other means to generate or assist with responses during interviews is strictly prohibited. This practice supports our commitment to create a transparent and equitable space where skills, knowledge and experience can truly shine.

Equal Opportunity Employer

Energy Solutions is an affirmative action-equal opportunity employer and prohibits discrimination and harassment of any type. We afford equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristics protected by law. Energy Solutions conforms to the spirit as well as to the letter of all applicable laws and regulations.

Office Locations and a Remote Workforce

Energy Solutions operates as a predominantly remote workforce with offices in six different locations. Employees who reside within 40 miles of an office (except New York) will be assigned to that location, though in-office attendance requirements may vary by team. At this time, we are not accepting applications from candidates residing in the following states: Delaware, Kentucky, Mississippi, Montana, Nebraska, and North Dakota.

Background Check Information

Information will be requested to perform the compulsory background check. A drug screen and authorization to work in the U.S. indefinitely are preconditions of employment. Energy Solutions is an equal opportunity employer.

Reasonable Accommodations

Energy Solutions is committed to providing access and reasonable accommodation for individuals with disabilities. If you require accommodations in completing this application, interviewing, and/or completing any pre-employment testing, or otherwise participating in the employee selection process, please email accommodation@energy-solution.com.

Privacy Notice for Job Applicants

Numbers & Facts

LocationChicago, IL
Salary$60,000–$66,500 Per Year

Skills

  • Administrative Skillsunmatched
  • Artificial Intelligence (AI)unmatched
  • Background Investigationunmatched
  • Billingunmatched
  • Business Administrationunmatched
  • Case Managementunmatched
  • Communication Skillsunmatched
  • Consumer Protectionunmatched
  • Continuous Improvementunmatched
  • Customer Experienceunmatched
  • Customer Relationship Management (CRM)unmatched
  • Customer Support/Serviceunmatched
  • Data Entryunmatched
  • Data Formatsunmatched
  • Data Qualityunmatched
  • Detail Orientedunmatched
  • Documentationunmatched
  • Energy Efficiencyunmatched
  • Environmental Workunmatched
  • Equal Employment Opportunity (EEO)unmatched
  • Geneticsunmatched
  • Governmentunmatched
  • High School Diplomaunmatched
  • Information Technology & Information Systemsunmatched
  • Microsoft Excelunmatched
  • Operational Communicationsunmatched
  • Operational Improvementunmatched
  • Operational Supportunmatched
  • Operations Processesunmatched
  • People Managementunmatched
  • Performance Analysisunmatched
  • Performance Managementunmatched
  • Pivot Tablesunmatched
  • Presentation/Verbal Skillsunmatched
  • Problem Solving Skillsunmatched
  • Procedure Developmentunmatched
  • Process Developmentunmatched
  • Process Improvementunmatched
  • Project/Program Managementunmatched
  • Quality Metricsunmatched
  • Record Keepingunmatched
  • Regulationsunmatched
  • Reporting Dashboardsunmatched
  • Resolve Customer Issuesunmatched
  • Salesunmatched
  • Sales Managementunmatched
  • Standard Operating Procedures (SOP)unmatched
  • Support Documentationunmatched
  • Time Managementunmatched
  • Trend Analysisunmatched
  • Vlookupsunmatched
  • Writing Skillsunmatched

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