rebate offer setup, QA review, and offer management as well as prepay review and reporting.
Primary Accountabilities:
Operational (60%)
Management of daily/weekly/monthly processes for assigned accounts and/or Salesforce queue cases
Utilize best practices in time management skills in order to perform regular daily tasks in addition to extra projects as assigned by supervisor/manager
Implement efficiencies after receiving approval from manager
Adhering to agreed upon lead times for key milestones on each account, such as offer setup, Cash Back Center creation, custom reporting, etc.
Preparing supplemental reporting for internal or external stakeholders, as requested
Assist in the development, implementation, and maintenance of quality assurance procedures and updated SOP’s
Execute offer setups, review, and modifications in internal systems in accurate and timely manner
Perform data entry and database management duties as needed to maintain the accuracy of client offers and related reporting
Complete prepay review to ensure accuracy in processing and data capture as well as look for unusual activity in processing
Coordinate with our partners in Mexico on offer setups, approvals, and processing performance
Monitor prefunding status and performance of offers
Train new team members
Works with Product Management/Development on modifications or enhancements as needed
Assist with testing system enhancements and offering suggestions for improvement.
Answer complex questions on product/service offerings and functions
Providing additional support to assigned accounts as requested
Work effectively with all levels of personnel as part of a team and as a self-starter
Client Services (40%)
Train clients on Cash Back web app and reporting portals
Assist clients with best practices on Cash Back offers and review artwork
Estimate prefund amounts and request prefund invoices
Collect Cash Back offer assets and Cash Back Center website assets as applicable
Assist with post-campaign reporting
Minimum Requirements:
Bachelor’s degree required or relevant experience
Intermediate knowledge of Microsoft Excel and Word
3+ years of prior experience in a role involving direct interaction with clients, customers, or stakeholders
Proven track record of understanding client needs and translating them into actionable solutions
Experience in handling client inquiries, resolving issues, and ensuring client satisfaction
Ability to meet deadlines and manage multiple day-to-day tasks and ongoing projects by effectively prioritizing
Demonstrated ability to communicate effectively, professionally, and with tact and discretion
Excellent attention to detail skills
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We are an Equal Opportunity Employer, including disability/vets.