Careers

Responsibilities

• Travel to sites to perform surveys and audits.
• Provide project cost estimation support as needed.
• Prepare comprehensive reports detailing findings.
• Assist project teams with equipment verification and engineering analysis.
• Develop customized data analytics for various tasks.
• Work with utility incentive programs.
• Act as lead engineer on various projects.
• Participate in and occasionally manage client relationships; internally across CSE and also externally.
• Assist with lead generation, proposal development and contract management.
• Assist with process improvement, group operations and overall growth of the group.

Qualifications

• Bachelor’s Degree in Mechanical Engineering, Electrical Engineering or similar 
• Minimum 2 years’ of industry experience in Building Sciences or Energy industry.
• Registered Electrical Engineer in CA or able to obtain CA registration desirable.
• Dedicated interest in renewable energy, and sustainable practices for new and existing buildings.
• Willingness and adaptability to work in a team-oriented and collaborative environment
• Possess an entrepreneurial spirit and desire to grow.
• Excellent attention to detail required.
• Strong writing, communication, and computer skills.
• Ability to travel locally as needed, and nationally if interested.
• Strong analytical and problem-solving skills.
• Familiarity with typical building mechanical and electrical systems behind the meter in commercial and industrial facilities preferred.

Processes clean vehicle rebate applications efficiently and accurately.  

Essential Functions and Responsibilities: 

• Process clean vehicle rebate applications using a customized Salesforce.com CRM system and other computer systems
• Follow detailed, standard practices and operating procedures to review rebate applications and varied, complex supporting documents for accuracy and completeness
• Make quick, consistent decisions following detailed program terms and conditions to determine rebate applicant eligibility
• Provide technical support to applicants for the online application and document submission processes
• Explain complex project requirements to applicants on the phone and in writing
• Use good judgment when speaking with applicants about non-public personal information
• Handle highly-sensitive documents that contain non-public personal information, following mandatory security processes
• Use template-based and customized emails to communicate professionally and accurately with rebate applicants
• Prepare and mail rebate checks to rebate applicants
• Work effectively with fellow team members to complete rebate processing tasks, assisting others when opportunities arise
• Identify issues which may require deviation from standard practices and work with team leads to implement solutions
• Communicate with the CVRP operations team leads and operations managers to provide status updates, report concerns, and suggest solutions and improvements
• Organize, scan, file, and store hardcopy rebate applications
• Perform other related duties as assigned 

Role Specific Responsibilities: 

QUALIFICATIONS 

Essential Knowledge, Skills and Abilities: 

Required 

• Extreme attention to detail
• Strong ability to work on more than one program.
• Ability to understand processes at a conceptual level, execute them correctly in an internet browser-based system, and ask questions when in doubt
• Ability to organize tasks in a way that suits your work style, accommodates your team members, and complies with required processes
• Strong interpersonal and organizational skills
• Strong writing skills
• Ability to communicate facts and constraints effectively verbally and in writing, even during difficult conversations
• Ability to complete assigned work accurately and on time
• Ability to identify alternative solutions to assigned issues and recommend course of action
• Intermediate ability to navigate in Adobe Acrobat PDF files
• Intermediate ability to follow processes and execute tasks in an internet browser-based system
• Intermediate ability to use Microsoft Outlook, Word, Excel, and Windows 7
• Basic knowledge of customer service principles, project management and best practices with data entry and documentation. 

Preferred 

• Basic knowledge of and/or interest in electric, plug-in hybrid electric, and other alternative fuel vehicles
• Basic knowledge of and/or interest in local, state, and federal transportation issues related to greenhouse gases (GHGs) and climate change
• Basic knowledge of and/or interest in energy issues with basic understanding of sustainable energy policy and technologies 
• Experience working with online customer relationship management (CRM) systems (e.g., Salesforce.com)
• Income verification or mortgage processing experience
• Ability to speak Spanish, Mandarin, Vietnamese or Tagalog 

Education: 

• Associate of Arts degree required
• Bachelor’s degree preferred
• Additional work experience may be substituted for a degree 

Experience: 

• 2 years of experience in office/clerical work, customer support, application processing, or other areas related to the duties and responsibilities specified.
• A bachelor’s degree may be substituted for some work experience

Under supervision from the Senior Operations Manager, the Operations Manager supervises Distributed Energy Resources (DER) and Clean Transportation Operations staff, managing daily operations to maximize rebate application processing efficiency and ensure that the team is achieving project objectives.

Essential Functions and Responsibilities:

• Manages activities within Distributed Energy Resources and Clean Transportation incentive program teams with responsibility for results including application processing times, costs, methods and staffing. Initial focus will be on the Self Generation Incentive Program’s energy storage applications, and position will supervise a team of 4-8 employees.
• Establishes goals for team members and monitors their progress. Ensures individual and team goals are achieved or exceeded. Meets weekly with each team member to provide regular feedback and consistent communications.  Conducts performance appraisals. Creates professional development opportunities.
• Coordinates team scheduling for matrixed team members and support distribution of administrative duties across the team.
• Supports initial training and on-boarding of new team members. Works with team members and coordinators when training goals are not met to maintain accountability for performance and trouble shoot issues in the training process.
• Develops expertise in specific program requirements as directed by the Senior Operations Manager, and in close coordination with the Senior Program Manager, such as income verification, system updates, training, and other related program areas. Provides development of guidance, internal procedures and policies related to these focus areas.  
• Coordinates with the Principal Engineer and other technical support staff to ensure timely completion of technical reviews for incentive applications and escalation to the Senior Program Manager. 
• Collaborates with internal teams in matters related to Operations functions, including Project managers/coordinators, Systems Analysts, Marketing/Education/Outreach, Accounting, and Human Resources.
• Supervises and coaches’ team regarding customer relations, application troubleshooting, quality assurance/quality control, and all other activities related to consumer incentive application processing.
• Develops and maintains project expertise and understanding of rebate processing systems to guide Operations team members in their work, solve technical problems, maintain efficient work processes, and identify opportunities for improvement.
• Coordinates with the Senior Program Manager to provide oversight and support for escalated cases with unique circumstances to ensure program requirements are met. Directs team decision making in unique cases in which program precedent may be set.  
• Provides support and direction for new and emerging programs and program requirements as they arise, such as with legislation changes or new program development, that affects operations and implementation. 
• Work with internal and external clients to define scope and capabilities of platform, management of requirements gathering process, testing, creating user stories, streamline execution of project priorities.
• Coordinates with internal teams and external vendors to implement and test system and process updates to meet new program requirements and to improve existing processes.
• Maintains quality control and performance metrics to ensure team members are completing work efficiently and accurately. Supports internal and external project auditing activities to ensure compliance with processes. Ensures data is handled according to program requirements and data security best practices.
• Develops and maintains documentation for all Operations processes and policies. This includes website updates, programmatic updates, updates to standard operating procedures, and regular system changes and reviews based on program requirements.
• Communicates regularly with the Senior Program Manager and Clean Transportation Operations management team to provide status updates, report concerns, and recommend solutions and improvements.
• Takes strategic direction from the Senior Program Manager and Senior Operations Manager and proactively directs the team’s efforts based on that direction.
• Complete miscellaneous administrative duties, including time and leave management system for team members
• Provide progressive discipline, coaching, and accountability when direct reports are not meeting goals or performance expectations in collaboration with Senior Program Manager and/or Senior Operations Manager and Human Resources  
• Perform other related duties as assigned

Role Specific Responsibilities:

QUALIFICATIONS

Essential Knowledge, Skills and Abilities:

Required

• Demonstrated experience managing people and leading teams with a diverse level of work experience.
• Strong interpersonal skills with ability to deal effectively with employees, stakeholders and external parties.
• Excellent oral and written communication skills; ability to flex communication style to communicate effectively with employees, peers, management, customers, and stakeholders.
• Attention to detail with a logical, analytical approach to work tasks. Strong problem-solving and troubleshooting skills with the ability to identify alternative solutions for challenging issues.
• Strong organizational, time management and planning skills. Ability to effectively handle multiple tasks, changing priorities, stressful situations and complex assignments.
• Ability to take initiative, be proactive, work with minimal supervision and make independent decisions as needed
• Demonstrated experience in developing new and improving existing work processes. Able to collaborate on, test, and implement system and process changes to meet new program requirements and improve existing processes.
• Ability to document new and existing processes clearly and accurately. Ability to explain work processes and process changes to others.
• Required working knowledge of project management principles, managing grant agreements and government contracts.
• Demonstrated success in customer service; ability to promote quality customer service practices on the Operations team.
• Understanding of data security best practices.
• Demonstrated high-level of abilities of various computer software programs and fluency in using standard office software packages such as MS Office: Access, Excel, Word, PowerPoint and Outlook.  Fluent with MS Office 2010 Suite.

Preferred

• Experience managing consumer incentive projects
• Experience with Salesforce.com CRM platform or other relevant CRM platforms
• Experience with advanced technology market transformation programs
• Familiarity with clean energy and transportation policies and landscape
• Experience in clean energy industry

Education:

• Bachelor’s degree or equivalent work experience required.
• Master’s degree preferred

Experience:

• 5-6 years of related experience. Some graduate school experience may take the place of some work experience if directly relevant to essential duties and responsibilities of this position

Licenses, Certificates or Registrations:

• Valid California driver’s license; insurable in the State of California. 

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES:  

Duties are illustrative and may vary with individual assignments. Other duties may be assigned.  

BUSINESS ANALYSIS: Gather and translate business rules and requirements into technical requirements. Develop and prepare system specifications, including creating flowcharts and process diagrams. Guide testing and troubleshooting for new system features, including documenting system bugs, errors and solutions. Guide the implementation and rollout of new system features. Help develop training and provide support for new system features. Provide guidance to stakeholders on devising effective and efficient approaches to achieve project objectives. Support non-operational CVRP business analysis work as needed. Perform research to gather necessary information, compile statistics, and prepare analysis of data.  

PROCESS IMPROVEMENT: Support process improvement activities. Participate in strategic planning for CVRP Operations. Analyze operational models for effectiveness and suggest ways to improve.  

PROJECT MANAGEMENT: Manage system integration projects, especially between the CVRP website, rebate database, and cloud-based document storage. Ensure that projects are implemented on time and within budget. Manage internal (program, finance, IT, operations) and external (database and web development) stakeholder relationships.  

DOCUMENTATION: Document the technical specifications for the CVRP rebate processing platform. Develop a plan to transfer CVRP systems and information to the Air Resources Board. Help develop and write the final report associated with each CVRP grant. Provide other writing support (e.g., proposals) as needed.  

ESSENTIAL KNOWLEDGE, SKILLS AND ABILITIES:  

Business Analysis:  

· Experience developing and implementing test plans.  

· Experience defining business requirements for systems and projects.  

· Ability to conceptually outline a high level-design of how a system would work based on business requirements.  

· Ability to work with technical resources to translate business requirements into technical requirements.  

· Ability to understand and document processes at a conceptual level.  

· Exceptional problem-solving and troubleshooting skills.  

· Experience with best practices benchmarking.  

Project Management:  

· Demonstrated proficiency in project management through all five phases (initiating, planning, execution, monitoring, closing).  

· Successful project management of all six project constraints (scope, quality, scheduling, budget, resources, risk).  

· Ability to effectively handle multiple tasks, changing priorities, stressful situations and complex assignments.  

· Strong organizational, time management and planning skills.  

· Ability to receive strategic direction from Senior Operations Manager and proactively work with minimal supervision.  

Communication:  

· Ability to solicit the voice of the customer.  

· Ability to represent stakeholder concerns and requirements.  

· Excellent oral and written communication skills.  

· Ability to communicate professionally and cooperate with a team of individuals with diverse personalities and skill levels.  

· Demonstrated proficiency providing successful customer service.  

EDUCATION AND/OR EXPERIENCE: 

· 4-6 years of experience directly related to the essential functions and responsibilities of the position. Graduate school experience may take the place of some work experience if directly relevant to essential duties and responsibilities of the position.  

· Bachelor's degree in area relevant to the primary job duties and required qualifications. Master’s degree is preferred.  

COMPUTER AND/OR TECHNICAL SKILLS:  

· Experience working with online customer relationship management (CRM) systems (e.g., Salesforce.com). Experience with custom Salesforce development is preferred.  

· Experience working with Drupal-based websites is preferred.  

· Experience working with cloud-based storage systems (e.g., Box.com, Dropbox, etc.).  

· Intermediate ability to use Microsoft Visio, Excel, Word, and Outlook. 

Must be authorized to work in the US - Green card Holder or Citizen only.

The Salesforce Administrator is a core member of the Platform Development Team who will support several CSE Rebate Incentive programs and CRM’s.  CSE solutions include application processing platforms for clean energy incentive programs, such as California’s Clean Vehicle Rebate Project (VRP).  These solutions are highly customized and include a front-end CMS system and back-end Salesforce and document storage systems.  This position collaborates with various cross-functional departments and other members of the Platform development team on a daily basis.  These include other Platform Dev team-members such as Product Managers, Business Analysts, Front-end/ Back-end developers and other cross-functional department stakeholders.

Essential Functions and Responsibilities:

• Serve as primary System Administrator for the Salesforce.com environment with 200+ users and multiple orgs
• Handle all basic administrative functions including user, profiles, permission sets, roles, sharing rules, reports and dashboards, and other routine tasks
• Ability to customize workflows, page layouts, lightning record pages, formula fields, email templates, merge fields, custom applications.
• Manage and maintain custom metadata, custom labels, custom setting, connected applications, network access, connected applications.
• Complete regular internal system audits and prepare for upgrades
• Manage Salesforce.com data feeds, 3rd party applications, and other integrations
• Work with team-members to establish suitable processes to support administrative, development, and change management activities
• Assist in training of new users, and grow the Salesforce.com skill set across the organization
• Effectively act as the liaison and primary point of contact with 3rd party vendors
• Participate in Use Acceptance Test and data staging for new developments toward Production data configurations.
• Manage and maintain security levels for objects, sharing models, fields, public sites, and communities.
• Uphold and adhere to company system security and policy. 
• Manage 3rd party licenses - orders and invoicing

Essential Knowledge, Skills and Abilities:

• Proven knowledge and expertise with Salesforce Admin functions. A plus would be experience with Box document storage solution. Attention to detail and a commitment to quality.
• Proven knowledge and expertise with Salesforce Admin functions. 
• A plus would be experience with Box document storage, Salesforce Communities and Marketo Integration
• Demonstrated ability to meet deadlines, handle and prioritize simultaneous requests, and manage laterally and upwards
• Must have excellent written/verbal communication skills
• Creative and analytical thinker with strong problem-solving skills
• Must demonstrate exceptional written documentation for new and existing Standard Operating Procedures
• Ability to critically evaluate information gathered from multiple sources, reconcile conflicts, decompose high-level information into details, abstract up from low-level information to a general understanding, and distinguish user requests from the underlying true needs
• Ability to assess the impact of new requirements on Salesforce.com and all upstream and downstream applications, systems and processes

Education and/or experience:

• 3-5 years yrs of experience as a Salesforce Administrator 
• Bachelor’s degree in Business Administration, Computer Science or equivalent
• Salesforce Administrator Certification

Physical demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

• Employee will work in an office environment and must possess the physical abilities to utilize standard office equipment on a daily basis: computer, telephone, copier etc. 
• Sitting for extended periods of time while at a desk or in meetings; hearing and visual acuity within normal range; Manual dexterity to operate keyboard and calculator.
• Work safely without presenting a direct threat to self or others.
• Job responsibilities may require the use of personal or CSE vehicles on CSE business.  Must be physically capable of operating the vehicles safely, possess a valid driver's license, and have an acceptable driving record. Use of a personal vehicle for CSE business will be prohibited if the employee is not authorized to drive a CSE vehicle or if the employee does not have personal insurance coverage.
• May work some evenings and weekends or work longer hours to meet deadlines.
• Some positions will require the performance of other essential and marginal functions depending upon work location, assignment, or shift.