Israel Agentforce
Location: Virtual
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Rebate Rejection Rate: 0%
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moc.snoitaercduolc@learsi
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
