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Join our team of passionate professionals forging the path to decarbonization

Whether you’re a seasoned environmentalist or someone who’s always wanted to be part of a greater movement for a sustainable future, you’ll be in good company at CSE. From project managers to energy efficiency gurus, EV enthusiasts to data nerds, we’re each doing our little part to make a big impact.

We move at the speed of business and operate with the heart of a nonprofit. This means we have a strong corporate infrastructure that includes finance, information technology, human resources and marketing functions that work together with our program administration teams to achieve our mission.

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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. 

 

The Salesforce Business Analyst works on the Product Management & Platform Development team. They help define and implement software solutions to support requirements and increase efficiency in consumer incentive programs.  Deep knowledge of Salesforce is essential but the position is not limited to business analysis of only Salesforce CRM.  Other technology and tools involved in the day to day analysis include Web Development, Box Integration, Tableau Reporting, Security tools, etc.  Communication is a key success criteria for this role – being a good listener, asking key questions, speaking in a concise, clear manner with the ability to illicit details from stakeholders who do not have a technology background. This role should be able to mentor other Business Analysts, as it relates to knowledge of Salesforce, best practices in general software development and in the development of documentation used by Developers to build best in class software solutions. 

Essential Functions and Responsibilities:

BUSINESS ANALYSIS:

  • Own and support system development projects, including integration between project websites, rebate databases, and cloud-based document storage
  • Gather and translate business needs into detailed software requirements and technical specifications.
  • Oversee system specification development, including creating and reviewing flowcharts and process diagrams.
  • Participate in and/or manage projects using traditional waterfall methodology or agile Kanban/sprints
  • Develop waterfall SDLC documentation such as - Business Requirements Documents, Functional Requirements Documents, Acceptance/Regression Test plans, User Acceptance Test Plans and Deployment plans
  • Develop Agile documentation such as – User stories, Detailed Requirements, Acceptance Criteria, Agile test documentation
  • Work with UX Interaction Design to build best in class user experiences
  • Lead and 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.
  • Perform research to gather necessary information, compile statistics, and prepare analysis of data.
  • Participate in or act as lead for the Product & Platform team during the development of RFP’s
  • Lead and manage other Business Analysts on the team, as needed

PROCESS IMPROVEMENT:

  • Support process improvement activities.
  • Participate in strategic planning for transportation and/or other project system operations.
  • Analyze operational models for effectiveness and suggest ways to improve.
  • Perform other related duties as assigned

QUALIFICATIONS

 

Essential Knowledge, Skills and Abilities:

Required

  • Significant experience with custom Salesforce development
  • Knowledge and understanding of the SDLC process
  • Experience gathering requirements for and supporting database/website implementations.
  • Experience working with cloud-based storage systems (e.g., Box.com, Dropbox, etc.).
  • Experience developing and implementing test plans.
  • Experience defining business requirements and acceptance criteria 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 explain complex, technical concepts to non-technical staff and stakeholders.
  • Ability to understand and document processes at a conceptual level.
  • Exceptional communication skills
  • Ability to solicit the voice of the customer.
  • Ability to represent stakeholder concerns and requirements.
  • Exceptional problem-solving and troubleshooting skills.
  • Experience with best practices benchmarking.
  • Professional oral and written communication skills (internal and external).
  • Ability to manage multiple tasks and priorities.
  • Experience working with a diverse team.
  • Experience working with diverse business and community groups.
  • Intermediate Microsoft Visio (or comparable) skills.
  • Advanced Microsoft Office skills.
  • Ability to explain complex, technical concepts to non-technical staff and stakeholders

Preferred

  • Experience with custom database/website development/implementation other than Salesforce/Drupal.
  • Understanding of barriers to adoption of clean transportation by underserved communities and low-to-moderate income households.
  • 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.

Education:

  • Bachelor’s degree or equivalent work experience required.

Experience:

  • 5+ years of related experience preferred

 

Licenses, Certificates or Registrations:

  • Salesforce certifications preferred but none required

 

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.

 

 

Essential Functions and Responsibilities:

  • 7+ yrs experience designing and developing complex Salesforce solutions
  • Analyze needs and architect solutions using traditional and/or agile development methodologies
  • Design solutions that leverage Salesforce best practices and introduce new technologies when necessary
  • Translate business requirements into well-architected solutions that best leverage the Salesforce platform
  • Develop comprehensive configuration designs and architectural documentation to support the successful implementation of projects
  • Lead a team of Salesforce developers in complex custom developments of entire applications using Apex coding
  • Identify and recommend salesforce.com based solutions, integration points and related implementation architecture for business usage improvements, scalability and performance
  • Integrate Salesforce with other applications using web services and API’s
  • Engage in code reviews and ensure adherence to best practices
  • Identify any application/code security issues and recommend solutions to resolve them
  • Integrate and test systems using automation and non-automation methods
  • Strong foundation in version control, configuration management, deployment methodologies and release management
  • Provide mentoring and technical leadership to other team members

 

Essential Knowledge, Skills and Abilities:

Proven knowledge and expertise with complex custom development using Apex, with Lightning Component Development, the Salesforce clouds, Salesforce Communities, API and web services integrations is required.  A plus would be experienced with Salesforce involving integrated CMS (ie. Drupal) and document storage (ie. Box) solutions. Must have excellent written/verbal communication skills, attention to detail and a commitment to quality.  Experience with Communities and Marketo Marketing Integration is a plus.

 

Required Qualifications:

7+ years of Apex, Visualforce and Salesforce application design and development experience  • 2+ years of Lighting Framework development experience  • Solid knowledge and experience in Object-Oriented Design and Programming techniques.  • Expertise in Apex development, including in Trigger Frameworks, TDTM, and governor limits  • Significant experience with Model View Controller, Custom API’s, Web Services and Rest API’s    

Education and/or experience:

  • Bachelor’s degree or equivalent 
  • Advanced Salesforce certifications required

The Sr. Salesforce Developer leads the design and development of custom solutions for CSE’s internal and external clients. CSE solutions include application processing platforms for clean energy incentive programs, such as California’s Clean Vehicle Rebate Project (CVRP). These solutions include a front-end CMS system and back-end Salesforce and document storage systems. The Salesforce Developer reports to the Director of CSE’s platform development team, and collaborates with a team of business analysts, and front-end and back-end developers (including external development partners) to design, develop, deploy, and maintain solutions.

Essential Functions and responsibilities:

  • 7+ years of experience designing and developing complex custom Salesforce solutions
  • Analyze needs and develop solutions using traditional and/or agile development methodologies
  • Design solutions that leverage Salesforce best practices and introduce new technologies when necessary
  • Translate business requirements into solutions that best leverage the Salesforce platform
  • Develop comprehensive configuration designs and architectural documentation to support the successful implementation of projects
  • Identify and recommend salesforce.com based solutions, integration points and related implementation architecture for business usage improvements, scalability and performance
  • Integrate Salesforce with other applications using web services and API’s
  • Engage in code reviews and ensure adherence to best practices
  • Identify any application/code security issues and recommend solutions to resolve them
  • Integrate and test systems using automation and non-automation methods
  • Strong foundation in version control, configuration management, deployment methodologies and release management
  • Provide mentoring and technical leadership to other team members

Required Qualifications (Essential knowledge, Skills and Abilities:))

  • 7+ years of Apex, Batch Interfaces, Visualforce and Salesforce application design and development experience
  • 3+ years of Aura development experience
  • 3+ years of experience in using Webservices like REST or SOAP API
  • Solid knowledge of Object-Oriented Design and Programming techniques.
  • Knowledgeable in Trigger Frameworks and Salesforce governor limits
  • Proven knowledge and expertise with Model View Controller methodologies and design
  • HTML, CSS and Javascript development is required
  • Experience in web developments skills like HTML, CSS and JavaScript
  • Should have experience in using version control environments like Github, Bitbucket or Gitlab
  • Must have excellent written/verbal communication skills, Attention to detail and a commitment to quality
  • Must be authorized to work in the US - Green card Holder or Citizen only
  • Should also have experience with Salesforce involving integrated CMS (ie. Drupal) and document storage (ie. Box) solutions.
  • Must have excellent written/verbal communication skills, Attention to detail and a commitment to quality.

Desired Qualifications:

  • Lightning Web Component development highly preferred
  • Community cloud experience
  • Knowledge on Shield Platform Encryption, decryption using Apex Crypto libraries
  • Experience with Salesforce involving integrated CMS (ie. Drupal) and document storage (ie. Box) solutions

Education and/or experience:

  • Bachelor’s degree or equivalent
  • Advanced Development Salesforce certifications (Platform Developer II highly preferred)

 

Benefits
 
  • Paid holidays, vacation and sick time
  • Medical, dental and vision plans
  • Health care & dependent care flexible spending account
  • 403(b) Retirement Plan
  • Long-term Disability
  • Basic life and AD&D insurance
  • Supplemental life insurance
  • Transportation flexible spending account
  • Gym/fitness reimbursement
  • Employee Assistance Program (EAP)
  • Legal Shield & ID protection option
  • Alternative work schedule (not available for senior leadership positions)
Our Team
 

Efficient and effective processes are what set CSE apart from our competitors. Ensuring our clients have visibility into our great work while optimizing the user experience for consumers is paramount to our operations.

Chad Taylor
Chad Taylor
Director EV Programs
Process & Technology

We’re testing grid integration projects that have only been theorized about before. Working with real commercial properties to test assumptions is really exciting.

Erin Malcolm Brandt
Erin Malcolm Brandt
Director
Technology Integration