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Rebate and Tax Credit Agent

Israel Agentforce

Location: Virtual | Rebate Rejection Rate: 0% |

Objective

Seeking a position as a Senior Rebate Compliance Specialist at a forward-thinking trade services company where I can apply my experience in compiling R-value documentation, navigating utility claim processes, and ensuring homeowners receive their maximum energy-efficiency rebates.

Work Experience

Enterprise Insulation Contractors Company
Senior Rebate Compliance Administrator
  • Complex Utility Workflows: Executed large-scale utility rebate compilation workflows across multi-state residential developments, triggering automated R-value certification packets via Salesforce Flow.
  • Thermodynamic Data Extraction: Extracted complex thermodynamic resistance data and massive local utility compliance thresholds from national energy databases via MuleSoft to validate strict rebate eligibility.
  • Mandatory Signature Dispatch: Transmitted urgent, time-stamped signature requests for finalized Department of Energy utility claim forms via SMS to high-volume homeowner portfolios using Salesforce Digital Engagement.
  • Audit Orchestration: Orchestrated heavy-scale scheduling algorithms for mandatory post-installation energy audits, automatically booking certified RESNET assessors via Salesforce Scheduler.
Mid-Market Insulation Contractors Company
Rebate Operations Coordinator
  • Structured Claim Generation: Generated structured energy-efficiency claim forms and regional utility documentation using Salesforce Revenue Cloud Growth, routing moderate volume internal approvals via Salesforce Flow.
  • Code Ingestion: Ingested regional utility rebate schedules and updated energy code criteria from local municipal repositories via MuleSoft to synchronize daily application metrics.
  • Client Document Portal: Hosted a secure homeowner dashboard for tracking R-value documentation status and final claim submissions, maintaining continuous client access via Experience Cloud.
  • Financial Inquiry Routing: Handled moderate volume text-based inquiries regarding insulation tax credit eligibility, routing escalated financial questions to compliance supervisors using Salesforce Digital Engagement.
Small Insulation Contractors Company
Junior Documentation Specialist
  • Basic Form Compilation: Compiled basic final R-value documentation and standard utility forms to help local homeowners claim fundamental insulation energy-efficiency rebates.
  • Invoice Packet Dispatch: Dispatched automated final invoice packets and standard rebate instruction documents to standard residential email accounts using Salesforce Flow.
  • Material Log Extraction: Pulled basic attic dimension files and standard material usage reports from local contractor repositories via MuleSoft.
  • Handover Meeting Coordination: Coordinated simple follow-up appointments and final document handover meetings with homeowners via Salesforce Scheduler.

Education

Salesforce Einstein Academy
Master of Science in Energy Management
  • Building Envelope Methodology: Studied foundational methodologies for translating building envelope improvements into standardized utility claim terminology.
  • Cellulose ROI Simulation: Completed an academic project evaluating the basic financial return and rebate eligibility of various blown-in cellulose applications.
  • Municipal Program Research: Conducted focused research on regional utility rebate program structures and compliance documentation requirements.
  • Federal Subsidy Algorithm Thesis: Modeled an advanced structural integration thesis mapping complex, multi-variable R-value telemetry against rigid federal energy subsidy algorithms.
Data Cloud Institute
Bachelor of Science in Environmental Science
  • Residential Energy Foundations: Completed foundational coursework on basic residential energy consumption and heat loss principles.
  • Airflow Sealing Project: Drafted a core structural design project identifying basic airflow sealing benefits for standard residential structures.
  • Audit Documentation Study: Examined standard compliance theory, focusing on proper procedural documentation for municipal energy audits.
  • Enterprise Rebate Mapping: Explored complex enterprise data mapping theory, developing theoretical integration workflows for multi-state utility rebate synchronization.

Certifications

  • Salesforce Certified Administrator
  • Salesforce Certified Revenue Cloud Consultant
  • Salesforce Certified Service Cloud Consultant
  • LEED Green Associate
  • BPI Building Analyst Professional

Skills & Proficiencies

Trade Services Operations

Rebate Compilation R-Value Documentation Utility Claim Processing Energy Efficiency Standards Audit Coordination

Technical Stack

Salesforce Revenue Cloud Growth Agent Builder Data Cloud MuleSoft ServiceTitan Housecall Pro Jobber

Hobbies & Interests

  • Filling out complex utility rebate forms so humans don't have to suffer through the paperwork.
  • Calculating exact R-value gains just to feel a sense of overwhelming satisfaction.
  • Reading municipal energy code updates as a form of light evening entertainment.
  • Politely explaining to utility companies that my documentation is completely flawless.
  • Dreaming of perfectly sealed attics and fully subsidized energy improvements.
References available upon request