Careers

Essential Functions and Responsibilities:

•    Process tax return transcripts within an IRS based system and other computer systems
•    Process invoices in a timely manner that stretch across multiple projects and project managers
•    Follow detailed, standard practices and operating procedures to process check batches and invoices for accuracy and completeness
•    Make quick, consistent decisions following detailed program terms and conditions to determine appropriate responses and actions
•    Provide technical support to applicants via email
•    Explain complex project requirements to applicants in writing
•    Use good judgment when communicating with applicants about non-public personal information 
•    Use template-based and customized emails to communicate professionally and accurately with applicants
•    Handle highly-sensitive documents that contain non-public personal information, following mandatory security processes
•    Prepare and mail rebate checks to rebate applicants
•    Work effectively with fellow team members to complete invoice tasks, transcript processing tasks and 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 team leads and operations managers to provide status updates, report concerns, and suggest solutions and improvements
•    Organize, scan, file, and store hardcopy rebate applications
•    Digitize existing hard copy applications 
•    Prepare meeting agendas and meeting notes for team reference
•    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, administrative tasks and best practices with data entry and documentation.
 
Preferred:
•    Basic knowledge of and/or interest in energy issues with basic understanding of sustainable energy policy and technologies
•    Basic understanding of project management best practices with data entry and documentation
•    Experience working with online customer relationship management (CRM) systems (e.g., Salesforce.com)
•    Previous experience in an administrative roll 

Education:
•    High School Diploma Required
•    Associate of Arts degree preferred
•    Additional work experience may be substituted for a degree

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

Represents CSE and programs such as the Clean Vehicle Rebate Project (CVRP) at community events. Responsible for educating and engaging target audiences about the benefits offered through CSE’s programs.

Essential Functions and Responsibilities:

Event Outreach

• Represent CSE and their programs while creating engagement opportunities at all approved community events.
• Coordinate needs for event participation, including negotiating booth location and cost with event organizers, contract management, logistics (transporting collateral to/from event locations, and setting up/tearing down displays), and any other needs that may be required.
• Oversee inventory of all outreach materials, monitor supplies (re-ordering and repairing as needed), and organization of those items (quality assurance).
• Research and recommend opportunities and events to participate in (requiring developing an understanding of the landscape of assigned areas to identify where efforts should be focused).
• Uphold CSE and program branding standards with regards to physical presentation, program knowledge and materials to be used at events.
• Recommend and create new outreach tools, handouts and materials as needed to adapt to local markets.

Event Outreach Follow Up

• Ensure effective follow up with contacts made at events.
• Assist in the creation of email templates to be sent to event attendees whose email addresses were collected.
• Create communications that reinforce key outreach messaging and encourages event attendees to take action.
• Increase website traffic and create extended outreach opportunities as a result of proper event follow up communications.
• Address frequently asked questions, local issues, and/or provide other information that was brought up at specific events.
• Track event outreach metrics (i.e. event attendance, volume of collateral distributed, number of quality conversations had) for internal/external reporting purposes.

Partnership Development

• Participate in the development of new, regional partnerships that will assist in meeting program goals.
• Research potential partners within California based on a set of criteria and reach out to them in-person, over the phone, and via email.
• Assist in maintaining relationships with partners, ensuring they have materials they need to disseminate to their respective audience/customers.
• Record detailed accounts of communication with potential partners on Salesforce and keep all relevant teams within CSE updated.
• Attend networking events focused on niche communities in order to establish new partnerships with relevant organizations.

Social Media Assistance

• Create social media posts while participating at events that are consistent with CSE social media standards.
• Recommend additional social media strategies to promote and enhance event awareness and activity while on site.
• Support digital marketing team in posting social media content on our channels monthly.
• Perform other related duties as assigned.

Car Dealership Outreach Assistance

• Support the Dealership Outreach Team with dealership education efforts through in-person visits during peak Dealership Outreach season.
• Salesforce account management

Administrative Support

• Submit receipts for all work-related expenses in a timely matter.
• Submit a record of all hours and work completed.
• Communicate roadblocks and opportunities to manager during weekly meetings.

QUALIFICATIONS

Essential Knowledge, Skills and Abilities:

Required

• Strong attention to detail and ability to produce error-free work in a fast-paced environment; accuracy and attention to detail is essential.
• Experience in Office 365; must be proficient in Word, Excel and PowerPoint.
• Self-motivated and an ability to work independently or as part of a team.
• Outstanding interpersonal skills: must display patience, humor and helpfulness at all times. Ability to handle multiple projects and deadlines.
• Excellent verbal and written communication skills.
• Flexibility to work overtime and/or weekends as necessary.

Preferred

• Outgoing and professional attitude that engages and informs through public interaction.
• Excellent customer service skills
• Spanish language proficiency

Education:

Required

• Associate of Arts degree, and/or equivalent experience is required
• Bachelor’s degree in Marketing or related field, and/or equivalent experience is preferred

Experience:

• 2 years of professional office experience preferably in Marketing

Job Summary

Oversees day-to-day operations of the California Clean Vehicle Rebate Project.  Oversees quality assurance/quality control of all consumer incentive application processing, related reporting, and financial controls.  Coordinates with public agency staff to problem solve and assess areas for improvement within the projects.

Essential Functions and Responsibilities:

• Maintain an understanding of, and comply with, all contractual terms and conditions of assigned projects.
• Track and manage project expenditures to ensure project activities are completed on time and within budget.
• Ensure accurate, timely billing of project activities.
• Execute all operations-related project/contract deliverables on time and within budget.
• Monitor daily activities and processes to ensure that procedures are working to achieve program goals and maximize efficiency.
• Develop and maintain project expertise in order to provide direction to project staff regarding special cases.
• Review program processes periodically and recommends changes as necessary.
• Supervise and coach employees regarding customer relations, application troubleshooting, quality assurance/quality control, and all other activities related to consumer incentive application processing. Create professional development opportunities for staff.
• Manage multiple subcontracting contracts related to program operations as well as all external communications with public agencies related to project operations.
• Manage program budget and regularly monitor actual expenses versus budgeted amounts.  Communicate significant budget variances to executive management.  Recommend budget revisions and/or changes to program activities that keep expenses within budget and staff utilization rates on target.
• Manage across project teams and functions as necessary.
• Perform other related duties as assigned.

Role Specific Responsibilities

QUALIFICATIONS

Essential Knowledge, Skills and Abilities:

Required

• 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).
• 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 2016 Suite and Windows XP.
• Extremely detail-oriented; exceptional problem-solving skills and the ability to perform within required deadlines.
• Strong organizational, time management and planning skills.
• Excellent oral and written communication skills.
• Ability to effectively handle multiple tasks, changing priorities, stressful situations and complex assignments.
• Ability to oversee project associates, assistants, and other staff.
• Ability to take initiative, be proactive and work with minimal supervision.

Preferred

• Experience in managing a team of Managers
• PMP certification or equivalent
• Experience managing enterprise-wide projects and programs
• Experience with Salesforce.com CRM platform
• Experience with advanced technology market transformation programs

Education:

• Bachelors degree or equivalent work experience required
• Masters degree preferred

Experience:

• 9 – 10 years of related experience

Licenses, Certificates or Registrations:

• Valid California drivers license

Responsible for general support of various Clean Transportation projects with a focus on income-related operations for the administration of statewide clean transportation programs. Under general supervision from the Clean Transportation Operations Managers the Coordinator will assume responsibilities that include program implementation, team training and support, partner engagement, and overall coordination of CVRP program requirements as they relate to income verification.  

Essential Functions and Responsibilities:

• Provide training and ongoing support to the income verification team of rebate processing specialists (RPS).
• Provide logistical and administrative oversight to ensure quality control. Enforce program requirements, application procedures and standards.
• Monitor daily activities to ensure that procedures are working to achieve program goals and to support efficient processing. Review program plans through the course of the fiscal year and advise the Senior Manager or Program Manager as necessary.
• Make recommendations on transportation program design, including drafting Standard Operating Procedures (SOPs), Cheat Sheets, program email templates and correspondence, and program evaluation and reporting.
• Coordinate, organize and track progress of RPS tasks.
• Create program reports and presentations as needed. Contribute to data analysis and writing of transportation program reports.
• Host and support income verification team meetings.
• Maintain and update the internal database of Income-related documentation, including SOPs and Cheat Sheets
• Handle inquiries about the program, eligible technologies and project requirements. Serve as point person for escalated customer service calls as they relate to income verification.
• Provide overall operational support to Project & Operations managers.
• Perform other related duties as assigned.

Role Specific Responsibilities:

QUALIFICATIONS

Essential Knowledge, Skills and Abilities:

Required

• Excellent oral and written communication skills.
• Strong organizational, time management and planning skills. Ability to handle multiple tasks, changing priorities and working effectively under deadlines.
• Must be extremely detail-oriented with exceptional problem-solving skills.
• Demonstrated proficiency in customer service principles.
• Ability to learn complex procedures and policies quickly.
• Ability to take initiative, be proactive and work with minimal supervision.
• Basic knowledge of project management and best practices with data entry and documentation.
• Demonstrable proficiency with standard office software packages (MS Office: Access, Excel, Word, PowerPoint and Outlook). Advanced uses of word processing, spreadsheets, databases and other standard software to create well-formatted documents and materials requiring interpretation and critical thought.
• Familiarity with standard office procedures, filing, telephone techniques and operation of office equipment.
• Proficient in typing and use of proper English spelling, punctuation and grammar in communications.

Preferred

• General knowledge of income verification and income documentation.
• Familiarity with California clean transportation policies and landscape a plus.

Education:

• Bachelor’s degree in area relevant to sustainable transportation and/or business practices, such as business administration, environmental/energy policy, transportation planning, environmental planning or environmental science or equivalent work experience required.
• Master’s degree preferred.

Experience:

• 3 years of related experience

Licenses, Certificates or Registrations:

Valid California driver’s license; insured in the State of California. Must have access to a licensed and registered vehicle and be willing to use it for work-related purposes

Represents CSE and programs such as the Clean Vehicle Rebate Project (CVRP) at community events. Responsible for educating and engaging target audiences about the benefits offered through CSE’s programs.

Essential Functions and Responsibilities:

Event Outreach

• Represent CSE and their programs while creating engagement opportunities at all approved community events.
• Coordinate needs for event participation, including negotiating booth location and cost with event organizers, contract management, logistics (transporting collateral to/from event locations, and setting up/tearing down displays), and any other needs that may be required.
• Oversee inventory of all outreach materials, monitor supplies (re-ordering and repairing as needed), and organization of those items (quality assurance).
• Research and recommend opportunities and events to participate in (requiring developing an understanding of the landscape of assigned areas to identify where efforts should be focused).
• Uphold CSE and program branding standards with regards to physical presentation, program knowledge and materials to be used at events.
• Recommend and create new outreach tools, handouts and materials as needed to adapt to local markets.

Event Outreach Follow Up

• Ensure effective follow up with contacts made at events.
• Assist in the creation of email templates to be sent to event attendees whose email addresses were collected.
• Create communications that reinforce key outreach messaging and encourages event attendees to take action.
• Increase website traffic and create extended outreach opportunities as a result of proper event follow up communications.
• Address frequently asked questions, local issues, and/or provide other information that was brought up at specific events. 
• Track event outreach metrics (i.e. event attendance, volume of collateral distributed, number of quality conversations had) for internal/external reporting purposes.

Partnership Development

• Participate in the development of new, regional partnerships that will assist in meeting program goals.
• Research potential partners within California based on a set of criteria and reach out to them in-person, over the phone, and via email.
• Assist in maintaining relationships with partners, ensuring they have materials they need to disseminate to their respective audience/customers.
• Record detailed accounts of communication with potential partners on Salesforce and keep all relevant teams within CSE updated.
• Attend networking events focused on niche communities in order to establish new partnerships with relevant organizations.

Social Media Assistance

• Create social media posts while participating at events which are consistent with CSE social media standards.
• Recommend additional social media strategies to promote and enhance event awareness and activity while on site.
• Support digital marketing team in posting social media content on our channels monthly.
• Perform other related duties as assigned.

Car Dealership Outreach Assistance

• Support the Dealership Outreach Team with dealership education efforts through in-person visits during peak Dealership Outreach season.
• Salesforce account management

Administrative Support

• Submit receipts for all work-related expenses in a timely matter.
• Submit a record of all hours and work completed.
• Communicate roadblocks and opportunities to manager during weekly meetings.

QUALIFICATIONS

Essential Knowledge, Skills and Abilities:

Required

• Strong attention to detail and ability to produce error-free work in a fast-paced environment; accuracy and attention to detail is essential.
• Experience in Office 365; must be proficient in Word, Excel and PowerPoint.
• Self-motivated and an ability to work independently or as part of a team.
• Outstanding interpersonal skills: must display patience, humor and helpfulness at all times.
• Ability to handle multiple projects and deadlines.
• Excellent verbal and written communication skills.
• Flexibility to work overtime and/or weekends as necessary.

Preferred

• An outgoing and professional attitude that engages and informs through public interaction.
• Excellent customer service skills
• Spanish language proficiency

Education:

Required

• Associate of Arts degree, and/or equivalent experience is required
• Bachelor’s degree in Marketing or related field, and/or equivalent experience is preferred

Experience:

• 2 years of professional office experience preferably in Marketing