Rebate & Customer Success Coordinator
- Role
- Support
- Employment
- Full-time
Open to CO only. Set where you work from to check your eligibility.
No BS summary
Customer support/admin coordinator for a U.S.-based HVAC company, managing rebate applications and customer follow-up. Needs C1/C2 English, CRM/Excel experience, full-time availability during U.S. Pacific Time business hours.
Core skills
Required skills
Required languages
Rebate & Customer Success Coordinator Fully Remote Work From Home Role $8–$10/hr + Performance based commission
(JOB ID: CSCAH2026)
Role
Our client is a HVAC company based in the U.S. looking for a Rebate & Customer Success Coordinator.
In this role, you will take ownership of the company's rebate pipeline, reviewing each account to identify eligible rebate opportunities, manage consistent follow up through phone calls, emails, and text messages, collect missing documentation and signatures, maintain accurate CRM records, and coordinate closely with internal team members.
When needed, you will also support outbound calling campaigns to promote discounted HVAC service offers and generate new business opportunities.
Responsibilities:
• Manage a pipeline of approximately 300 customer rebate applications • Review customer accounts to identify eligible government rebate opportunities • Follow up with customers via phone calls, emails, and text messages to collect required documentation and signatures • Maintain accurate CRM records, spreadsheets, and detailed customer notes • Coordinate with internal team members to ensure rebate applications are submitted and processed efficiently • Communicate application updates and status throughout the process • Make outbound calls to promote discounted HVAC service offers and generate new opportunities • Support additional administrative and operational tasks as needed
Requirements:
• Previous Customer Service Representative (CSR) or customer support experience preferred • Comfortable making frequent outbound phone calls and persistent customer follow up • Strong English communication skills (verbal and written) – C1/C2 level • Highly organized with exceptional attention to detail • Proactive, reliable, and able to work independently with minimal supervision • Experience using CRM systems, Microsoft Excel, spreadsheets, and other business software • Strong time management skills with the ability to manage multiple customer accounts simultaneously
Highly Preferred:
• Experience with customer documentation, administrative coordination, or case management • Previous experience in home services, construction, utilities, or similar industries • Experience with outbound sales, appointment setting, or lead generation • Familiarity with rebate or incentive programs
Compensation Base salary + Performance based commission tied to KPIs Base hourly rate: $8–$10/hr
Location Remote
Availability Full-Time (40 hours per week) Must be available during U.S. Pacific Time business hours
What you'll do
- Manage a pipeline of approximately 300 customer rebate applications
- Review customer accounts to identify eligible government rebate opportunities
- Follow up with customers via phone calls, emails, and text messages to collect required documentation and signatures
- Maintain accurate CRM records, spreadsheets, and detailed customer notes
- Coordinate with internal team members to ensure rebate applications are submitted and processed efficiently
- Communicate application updates and status throughout the process
- Make outbound calls to promote discounted HVAC service offers and generate new opportunities
- Support additional administrative and operational tasks as needed
What they require
- Previous Customer Service Representative (CSR) or customer support experience preferred
- Comfortable making frequent outbound phone calls and persistent customer follow up
- Highly organized with exceptional attention to detail
- Proactive, reliable, and able to work independently with minimal supervision
- Experience using CRM systems, Microsoft Excel, spreadsheets, and other business software
- Strong time management skills with the ability to manage multiple customer accounts simultaneously
- Preferred: Experience with customer documentation, administrative coordination, or case management
- Preferred: Previous experience in home services, construction, utilities, or similar industries
- Preferred: Experience with outbound sales, appointment setting, or lead generation
- Preferred: Familiarity with rebate or incentive programs
- Must be available during U.S. Pacific Time business hours
Benefits
- Performance based commission tied to KPIs
Our client is a HVAC company based in the U.S.