Key skills
AnalyticsSalesforceCRM
About this role
Role Overview
- Provide essential support for the Clean Mobility Options (CMO) Pilot Program by managing reimbursement workflows, maintaining program data systems, and supporting awardee coordination.
- Integrate voucher processing with Salesforce-based data tracking, import and export management, and reporting to enhance program efficiency and transparency.
- Assist with cohort coordination, ensuring program management staff remain updated on awardee needs and progress.
- Maintain accurate and up-to-date Salesforce and Airtable records for voucher reimbursement tracking, awardee activities, and reporting.
- Support data transparency, validation, and synthesis by reviewing and documenting analytics outputs developed by CALSTART’s Data and Analytics team.
- Use Salesforce, Airtable, and intermediate
- to advanced-level Excel tools to translate quantitative outputs into clear qualitative insights, dashboards, and reports.
- Provide guidance and resources to support awardees navigating reimbursement and documentation requirements.
- Support planning and coordination of cohort meetings by collecting feedback and identifying emerging needs or challenges.
Requirements
- Experience in reimbursement, data management, or operational tracking.
- Proficiency with Salesforce or similar CRM or database systems.
- Experience building reports and maintaining accurate data workflows.
- Familiarity with CARB or state-funded grant programs.
- Experience with voucher-based or grant reimbursement systems.
- Understanding of transportation equity and clean mobility programs.
Benefits
- 100% company paid comprehensive health benefits for Medical, Dental, Vision, Short Term Disability, Long Term Disability and Life Insurance
- Retirement plan with generous company contributions
- FSA for Health and Dependent Care
- 3 weeks of vacation time in the first year of employment
- 11 paid company holidays
- paid sick time
- paid family leave
- more!