Rebate Recovery Officer | Home Electrification

Your tasks

Own rebate recovery 📋

• Manage the successful lodgement of rebate claims, including outstanding, aged, stalled and disputed claims, from investigation through to resolution.
• Prioritise follow-up based on claim age, value, compliance requirements and likelihood of recovery.
• Contact installers, rebate processing partners and relevant internal teams to progress outstanding items.
• Obtain missing documentation, clarify claim requirements and coordinate corrections or resubmissions.
• Escalate claims at risk of rejection, expiry or non-recovery, with clear recommendations for action.

Investigate and reconcile 🔎

• Review claim records, supporting documents and financial transactions to identify why rebates remain unpaid.
• Reconcile rebate balances, payments and adjustments between provider and internal systems
• Investigate data mismatches, incomplete submissions, disputed amounts and processing errors.
• Maintain accurate records of claim status, follow-up activity, next steps and expected recovery dates.

Turn data into action 📊

• Maintain clear reporting on outstanding claims, ageing, recovery timelines and unresolved issues.
• Use Excel or Google Sheets to analyse data, identify trends and highlight recovery risks.
• Provide the Collections Manager with accurate updates on recoveries, outstanding exposure and priority escalations.
• Identify recurring causes of delays and recommend practical solutions.

Improve processes and controls ⚙️

• Work with Operations, Finance, Sales and installation teams to improve claim quality and processing workflows.
• Help document procedures, ownership and escalation pathways.
• Identify opportunities to reduce manual work, improve data accuracy and prevent repeat errors.
• Keep claim documentation and recovery records complete, organised and ready for audit.
• Follow internal policies and the applicable requirements of each rebate program.

Requirements

You Must Have At least two years’ relevant experience in rebate processing or recovery, claims management, accounts receivable, credit control or financial operations.

• Experience investigating outstanding claims, payment discrepancies or overdue balances and following them through to resolution.
• Strong reconciliation skills and confidence working with financial and operational data.
• Intermediate to advanced Excel or Google Sheets skills, including lookups, pivot tables, filtering and data reconciliation.
• Clear, confident communication skills, with the ability to follow up persistently and professionally.
• Strong organisation and attention to detail, particularly when managing documentation, deadlines and multiple outstanding claims.
• A practical approach to problem-solving and an interest in improving processes.
• The ability to work on-site at our Waterloo, Sydney office.

Education and qualifications 🎓

• Diploma of Accounting, or qualification in finance, business or a related discipline would be highly regarded.
• Candidates with equivalent practical experience and demonstrated capability are also encouraged to apply.

Highly regarded 🌟

• Experience within solar, batteries, energy efficiency or home electrification.
• Exposure to government incentive programs, renewable energy certificates or other documentation-based rebate schemes.
• Hands-on experience with Formbay, Xero, Airtable or Salesforce.
• An understanding of claim eligibility checks, supporting documentation and compliance requirements.
• Experience building reports or improving claims, collections or reconciliation processes.