Careers

Essential Functions and Responsibilities: 

•    Process clean transportation 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 the 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 that may require deviation from standard practices and work with team leads to implement solutions

•    Communicate with the 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 a 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 a 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

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

 

As an integral part of CSE’s Distributed Energy Resources (DER) team, you will lead DER demonstration and technical assistance projects funded by California CCAs, The California Public Utilities Commission (CPUC), and the California Energy Commission (CEC). You will work with CSE’s DER and transportation specialists, policy team, and engineering team to develop and implement innovative projects demonstrating emerging technology applications, programs to address barriers to adoption of technologies that support decarbonization, initiatives that support market transformation, and advisory projects with local governments to help them reach their climate action goals.

Specifically, in this role, you will lead an effort to streamline the permitting process in California for behind-the-meter energy storage through the development of an energy storage guidebook. You will work closely with the DER Director, CSE matrix teams, and project partners to ensure project milestones are met on time, within budget, and to a high standard of quality.

Who You Are

The manager is an innovative and results-oriented team leader and problem solver.  You have a strong understanding of the distributed energy resource industry and have a knack for identifying strategies and levers for advancing the adoption of energy technologies and the electrification of the built environment.  You are excited by the challenge of removing obstacles to DER adoption and are adept at working with a broad range of partners and stakeholders to achieve meaningful results. You are a strategic thought partner and thrive in a collaborative environment and enjoy mentoring staff and coaching the development of your staff’s own ideas and concepts that support the DER strategic vision.  You have strong project management skills, can work on multiple initiatives simultaneously, and have good problem sensitivity to help staff implement course corrections on their projects.

You have an understanding of the mechanics of the diffusion of technologies and knowledge of building electrification, load management, energy storage technologies. You are driven by curiosity and stay informed about new technologies and trends in the energy industry.

What You’ll Do

Under the direction of the Director, DER you will have a high level of responsibility for the supervision and management of CSE’s demonstration projects and strategic initiatives. You will perform your duties with a high level of autonomy and supervise managers with a wide portfolio of projects.

Essential Duties:

• Oversee execution of project tasks by CSE internal teams and project partners.
• Shape and execute project strategy from concept development through closeout.
• Work with DER Leadership and matrix teams to scope engagements and determine project objectives.
• Develop and advise on strategic approaches, and manage the team’s successful execution.
• Develop stakeholder engagement approaches for DER strategy and
• Create and Execute project management plans and manage multiple workstreams.
• Contribute to the CSE thought leadership and research.
• Act as primary relationship manager for assigned external partners and stakeholders.
• Where applicable, develop strategic initiatives and drive change management and business transformation efforts.
• Draft proposals for grant funding and other revenue-generating opportunities.
• Negotiate and draft contracts for CSE’s subcontractors and partners.
• Actively work to build strong team cohesion, engagement and morale.

Essential Knowledge, Skills and Abilities:

• Familiarity with the electricity industry, including an understanding of key trends and stakeholder landscape.
• 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;
• Detail-oriented with 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 managers, associates, assistants, and other staff;
• Ability to take initiative, be proactive and work with minimal supervision;
• Curious, motivated, pro-active and a self-starter keen to solve problems;
• Ability to interact at the highest level of management, both internally and externally, in a constructive and collaborative manner and in a way that appropriately represents CSE.

Preferred Qualifications:

• Working knowledge of managing grant agreements and government contracts.
• Minimum 4 years of relevant experience in the clean energy industry, and at least 3 years of progressively responsible experience in consulting environmental non-profits, or other closely related fields.
• Familiarity with distributed energy resource policies and landscape

Education and/or experience:

• Bachelors degree in a closely related field or equivalent work experience required

Masters degree preferred

The Sales Director will be responsible for reviewing, revising, supplementing, and executing the plan to capture program planning and administration contracts flowing from the multibillion-dollar EV and EVI investment currently being planned by the federal government.  

Responsibilities:

• Review and, as necessary, supplement/revise the federal and 50 state go-to-market strategy for CSE’s Caret software platform and program-related services, including software-enabled program design and administration, marketing, and quantitative and qualitative program evaluation and analysis.
• Expand and nurture senior-level relationships with entities in the EV/EVi ecosystem, including EV charging companies, OEMs, dealerships, utilities, trade associations, potential resellers and partners, other private sector stakeholders seeking to participate in the EV/EVi markets, and state and local government funding entities.
• Achieve budgeted revenue and surplus objectives.
• Integrate sales effort with existing business development and marketing functions.
• Work in a fast-paced, results-oriented mission-driven environment.
• Lead go/no go evaluation process for RFPs and, as appropriate, proposal response teams.
• Collaborate with the general counsel’s office to lead the negotiation of major contracts.
• Oversee management of CRM and required executive and board-level sales process reporting.
• Engage as appropriate in public-facing presentations that drive brand, establish leadership and deepen market penetration.
• Remain current and knowledgeable on EV and EVi market trends, changes and policies.
• Oversee internal cross-departmental collaboration required to create and deliver compelling, domain and operating experience-infused selling initiatives.

Requirements:

• Bachelor’s degree in Business, Finance, Economics, or related field
• 5+ years of sales experience, preferably in related industries/fields with a proven track record of meeting sales targets for new customers and existing customer expansion.
• 2+ years of experience in managing a sales team.
• EV and EVi project-related experience is a plus.
• Software sales experience is a significant plus.
• Software-enable service sales experience is a significant plus.
• Salesforce CRM experience preferred.
• Possess excellent verbal and written presentation skills in both face-to-face and virtual settings.
• Comfort with, and communication and management skills for executing in a fast-paced environment with tight timelines and active internal and external stakeholders.
• Knowledge and understanding of EVs and EVi technology and the competitive landscape preferred.
• Willingness/eagerness to travel for face-to-face engagement with prospects and clients.

Manages scope, schedule, and budget for one or more clean transportation projects. May also serve in a supporting role on additional projects.

***Ideal candidate will be based in San Diego, Los Angeles, or Oakland, Ca.

Essential Functions and Responsibilities:

Project Management

• Define project scopes, budgets, goals and objectives according to Statements of Work
• Provide logistical and administrative oversight for clean vehicles programs, and enforce program requirements, application procedures, and standards.
• Ensure quality control by tapping into technical knowledge and stakeholder familiarity to ensure deliverables and resources align with both established technical standards and project requirements.

• Monitor daily activities to ensure that procedures are working to achieve program goals and to support efficient processes
• Review project plans as necessary throughout the course of the fiscal year
• Create project reports and presentations to both internal and external clients
• Recommend budget revisions and/or changes to project activities that keep expenses within budget and staff utilization rates on target.
• Represent CSE programs and CSE at external events as necessary.

Relationship Management

• Interact with EV market stakeholders including, but not limited to, fleet owners and operators, dealerships, auto makers, and government entities
• Coordinate directly with clients on project expectations and deliverables

 

Project Support

• Provide overall operational support within CSE’s Transportation Department, including program implementation, stakeholder engagement, marketing and outreach, and business development

 

QUALIFICATIONS

Essential Knowledge, Skills and Abilities:

Required

• Strong critical thinking and problem-solving skills. Strong attention to detail.
• Excellent oral and written communication skills, including proficiency in typing, spelling, punctuation and grammar.
• Demonstrated proficiency in customer service.
• Strong organizational, time management and planning skills, and the ability to perform within required deadlines.
• Ability to handle multiple tasks, changing priorities and complex assignments.
• Ability to take initiative, be proactive and work with minimal supervision.
• Ability to use sound judgment in responding to issues and concerns.
• Knowledge of project management and best practices with data entry and documentation.
• Experience in Office 365; must be proficient in Word, Excel and PowerPoint. 

Preferred

• Experience working with CRM systems or Salesforce.
• Experience working in clean energy or clean transportation sector.

Education:

Required

• Associate of Arts degree, and/or equivalent experience is required.

 Preferred

• Bachelor’s degree in a related field, and/or equivalent experience is preferred.

Experience:

• 3 years of relevant experience.

Licenses, Certificates or Registrations:

• None required 

Essential Functions and Responsibilities:

• Prepare and mail rebate checks to rebate applicants
• Review and process physical mail sent to programs
• Handle highly sensitive documents that contain non-public personal information, following mandatory security processes
• Use good judgment when reviewing documentation
• 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
• 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
• Work effectively with fellow team members to complete invoice tasks, transcript processing tasks and assisting others when opportunities arise
• Follow detailed, standard practices and operating procedures to process check batches and invoices for accuracy and completeness
• Make quick, consistent decisions related to detailed program terms and conditions to determine appropriate actions
• Use template-based and customized emails to communicate professionally and accurately with applicants
• Identify issues which may require deviation from standard practices and work with team leads to implement solutions
• Perform other related administrative duties as assigned

 

QUALIFICATIONS

Essential Knowledge, Skills and Abilities:

 Required

• Extreme attention to detail
• Strong ability to work on more than one program/project
• Strong communication and accountability for assigned responsibilities
• 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 experience.