Rebate Specialist

Job Description

Rebates Specialist | Palmer Holland

The Tone:
This is a role at Palmer Holland, located in Westlake, OH. The company is a leading distributor, connecting suppliers with customers across various industries. This role is crucial for ensuring accurate and timely management of rebate relationships, directly supporting sales efforts and maintaining financial integrity within the company. The Rebates Specialist plays a key part in the efficiency of rebate processes and the accuracy of financial records related to rebates.

The TL;DR
• Role: Early Career
• Location: In-person, Westlake, OH

• Mission: To efficiently manage rebate relationships and ensure the accuracy of related financial processes.
• Tech Stack: Sage X3, MS Office (especially Excel), Contact Management Software

What You’ll Actually Do
• Process Management: Manage the rebate process to enhance the efficiency of all rebate-related tasks.
• Request Submission: Submit rebate requests and renewals to principals, initiated by Sales Advocates, including updating Sage X3 and internal communication.
• Data Auditing: Perform regular rebate audits to ensure timely and accurate information is maintained in Sage X3.
• Invoice Correction: Review and make necessary corrections to invoices using the credit/rebill function for issues such as rebates, freight, cost, or inventory adjustments.
• Reporting & Reconciliation: Create and submit month-end rebate reporting to principals and reconcile credit memos.

The Must-Haves
• Background: Entry-Level role focusing on the administration and management of rebate processes.
• Experience: Minimum of 1 year of experience in a related administrative or financial support role.
• Skills: Intermediate proficiency in MS Office, particularly Excel; familiarity with Contact Management Software; strong verbal and written communication abilities; acute attention to detail with accurate clerical skills.
• Bonus: An Associate Degree is preferred for this position.