CLEAResult - Corporate Office

Customer Service Representative

Job ID
Physical Job Location
Portland, Oregon


Responsible for performing customer call support and maintain confidentiality of customer information. On a day to day basis, receiving customer inquiries; research and responding with a focus on a positive customer experience. Takes and processes transactions by telephone, internet, and correspondence from customers and stakeholders. Enters and maintains incentives database(s). Maintains knowledge of company products, services, and customer service processes & procedures.  Documents conversations with customers, recommends products or services to customers, and advises on program incentives.  May be assigned product, program, region or customer accounts.  Communicate and resolve disputed rebate claim data.  Provides expertise and guidance to customers in interpreting policies to assure program participation and compliance.  


  • Perform customer call support and maintain confidentiality of customer information. 
  • Renames and organizes documents utilizing SharePoint.
  • Validates utility account numbers using client and/or proprietary software.
  • Determines eligibility of measures using program rules.
  • Completes assigned tasks in a timely manner.
  • Ability to apply basic knowledge of common concepts, practices, and procedures within a field.
  • Ability to follow instructions within pre-established guidelines.
  • Ability to understand Program rules and regulations.
  • Ability to learn at least (4) standard programs (after 90 days).
  • Ability to demonstrate knowledge of programs every (3) months.
  • Ability to analyze data, decipher and problem solve issues.
  • Ability to adapt to constant change.
  • Ability to communicate verbally and in writing.
  • Ability to prioritize and organize.
  • Good interpersonal skills.  


  • Basic knowledge of Microsoft Office Products, spreadsheets, e-mail, Adobe.
  • Knowledge of propriety software and databases such as Pulse, Quickbase and CCV.
  • Prefer a High School diploma or Associates degree (AA) or equivalent in a related field.
  • 0-1 years’ experience in the field or related area.
  • Typing 35 wpm and six-month 10-key experience.
  • Certification and Licenses:  none required


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