Hybrid Analyst Rebate, Level 2 bei Daikin Comfort Technologies

To provide exceptional service to the customer. To help provide a fair work environment to the Rebate team. Develop a team relationship among the department. 

May include:

• Calculating rebates, claims and loyalty reimbursements to Distributors or Dealers based on guidelines and requirements of approved Rebate Programs. 
• Review documents & data pertaining to sales/payment/rebate programs in Partner Link, Mapics/Power Link/Mincron other relative programs and software.   
• Claims/Contract analysis and projects:  Guidelines are followed with calculation and payment of Special PAP Programs, Dealer Loyalty claims, & Volume Rebates according to contract information. 
• Program and Margin Analysis 
• Participation in Internal audits based on defined Program Documentation. 
• Validation of third-party claims as submitted by vendor.  
• Manage rebate programs in an efficient and timely manner as set by management. 
• Budgeting and forecasting growth programs:  Provide finance, managers, distributors and dealers with detailed data/calculation of past and future rebate amounts, as well a previous applied payments. 
• Ensures rebate program calculations follow applicable approval levels according to DOA. 
• Support annual budgeting and forecasting process:  Analysis of data on customers for financial review 
• Meet critical financial and development deadlines as set by management.  
• Calculates manually and through automated processes for Rebate programs. 
• Assist with financial and growth rebate tool development. Contributing, key testing, detailed analysis for tool development.   
• Data extraction from multiple programs/ad hoc reporting/analysis as requested by Distributors or customers via Mincron, Mapics/Powerlink, PartnerLink, Dashboards, Teamwork and Excel. 
• Participate in the preparation of the monthly, quarterly, and yearly management of reporting packages. 
• Involvement in annual and strategic planning process. 
• Development and maintaining key performance metrics and scoreboards. 
• Significant ad-hoc reporting, projects and based analysis for finance/partners/customers by utilizing systems/tools:   Mincron, Mapics/Powerlink, PartnerLink, Dashboards, Teamwork and Excel. 
• Review and research customer rebate payment information to assure customers are paid in a timely manner. 
• Work with Finance/Credit through approval flow process to ensure program accuracy and payment. 
• Act as proactive business partner, advising and making recommendations based upon financial projections and historical performances. 
• Cross train with other team members to ensure seamless performance on all programs required. 
• Submitting payment request via appropriate system. (Mincron & OnBase/Mapics) 
• Providing timely communication and updates to customers via phone, email, or via Microsoft Teams. 
• Tracking payments, ensuring payments issued to correct entity (address validation) 
• Review, interpret and replicate terms and conditions of Product Reimbursement Agreements into the Rebate Administration processing system. 
• Processes claim submissions for rebate payment; Reviews and analyzes claim pricing results; Administers rebate payments or Dealer credits. 
• Record, track and monitor status of claim submissions. 
• Respond to customer inquiries regarding claim submission status; assist customers with claim reconciliation. 
• Applies contract guidelines regarding administration of rebate program. 
• Conducts collection activities as dictated by rebate contracts. 
• Ensures rebate invoices are generated correctly. 
• Allocates rebate payments according to program guidelines with appropriate approval levels. 
• Reviews claims for unit verification. 
• Provides data supporting invoices and reconciliation documentation. 
• Examines claims-level detail to determine outlier claims and possible reasons for rebate disputes. Assists with dispute negotiations & resolution. 
• Ensures outlier claims are corrected in the claims processing system. 
• Perform additional projects/duties to support ongoing business needs. 

Nature & Scope:

• Applies practical knowledge of job area typically obtained through advanced education and work experience 
• Encouraged to seek continuous improvements 
• Performs a range of mainly straightforward assignments 
• Works independently with general supervision 
• Problems faced are difficult but not typically complex 

Knowledge & Skills:

• Verbal/Written/Online direct communication  
• Mincron/Partnerlink Applications 
• Proficient MS Office (Excel, Outlook, Word) 
• Math (Arithmetic) ability to analyze financial data. 
• Internal/External Customer Service Experience (Supervisor or entry level Management) 
• The ability to interpret contractual language and rebate structures is required. 
• The successful candidate must be detail oriented, organized, and efficient. 
• Ability to apply good judgment, strong work ethic, and integrity on the job. 

Competencies:

Experience: 

• 3 – 5 years 
• Customer Service Experience either in person or phone/electronic communication. 
• Problem resolution skills with minimal management oversight. 
• Experience with self-sufficient problem solving. 
• Experience working within a team environment. 
• Experience working with internal and external customers. 
• Experience with project deliverable timelines. 
• Experience assisting team members when Manager is not available. 

Education/Certification: 

• High school diploma or GED equivalent, some college experience. 

People Management: No 

Physical Requirements / Work Environment:

• Must be able to perform essential responsibilities with or without reasonable accommodations 

Reports To: 

• MANAGER, REBATE  

Qualified Applicants must be legally authorized for employment in the United States. Qualified applicants will not require employer sponsored work authorization now or in the future for employment in the United States.

The Company provides equal employment opportunity to all employees and applicants regardless of a person’s race, color, religion (including religious dress or grooming practices), creed, national origin (including language use restrictions), citizenship, uniform service member or veteran status, ancestry, disability, physical or mental disability (including HIV/AIDS), medical condition (including cancer and genetic characteristics), genetic information, request for protected leave, marital status, sex, pregnancy, age (over 40), sexual orientation, gender, gender identity or expression, political affiliation, or any other characteristic protected by law. The Company will comply with all federal and state regulations and statutes pertaining to individuals with disabilities.