Program Associate

  • Job posted by Beneficial State Foundation

Job Type

Full Time




United States


Beneficial State Foundation

Clean Vehicle Assistance Program

Program Associate (Fresno)

Reports to: Operations Manager

Classification: Regular, Full-Time, Non-exempt hourly position

Work Schedule:

Currently, the work week for this position is Tuesday through Friday, 8:30am – 5:00pm, and Saturday, 10:00am – 2:00pm. This schedule is subject to change based on the needs of the program.

Organizational Description

Beneficial State Foundation is a unique foundation whose mission is to create, guide, and promote a new, beneficial banking model that transforms the banking industry.

We support the creation of an economy that benefits communities that have been left behind by the current economic system. We envision an economy that is equitable and generates social, economic, and environmental justice for all. To achieve this mission, we focus our energy on changing one of the pillars of the current economic system: the banking system.

In 2017, Beneficial State Foundation was awarded a $5 million grant to administer the Clean Vehicle Assistance Program (CVA Program), a three-year pilot program funded by the California Air Resources Board. The program aims to provide roughly 800 lower-income individuals with grants and low-cost financing to purchase electric and hybrid vehicles. Beneficial State Foundation has partnered with Beneficial State Bank, the Center for Sustainable Energy, and GRID Alternatives to implement this program.

Position Overview

The Program Associate will serve a critical role in the implementation of the CVA Program as part of a small, customer-facing team that assists all program participants through the application, loan prequalification, financial education, and vehicle purchasing process. The primary responsibilities of this position include providing exceptional customer service, managing customer/dealer communications, answering program inquiries over the phone, and reviewing and processing Salesforce applications to ensure customers meet all program requirements. In addition, the Program Associate will support the Operations Manager as needed with data management, grant reporting, and coordinating with Beneficial State Bank staff to support customers through the process of securing a low interest rate loan and purchasing a qualifying clean vehicle. The ideal candidate is people-oriented with a strong attention to detail. S/he will comfortably juggle multiple tasks and enjoy a fast-paced work environment. S/he is empathetic and a good listener to quickly and clearly understand customers’ needs. S/he is also solutions oriented and naturally inclined to troubleshoot and see applications through to completion. This individual will enjoy being part of a dynamic team of very hardworking people that are passionate about social equity and environmental sustainability.

Job Duties and Responsibilities

  • Assist customers through all stages in the Salesforce application process.
  • Ensure the customer meets all eligibility requirements to participate in the program.
  • Manage communications with participants with friendly and solutions-oriented service.
  • Respond to public inquiries and customer requests, problems, and complaints regarding the Clean Vehicle Assistance Program or direct them to the appropriate person for specific information and assistance.
  • Track and collect customer data in compliance with grant reporting requirements.
  • Support implementation and continued improvement of the CVA Program customer management system.
  • Support the Operations Manager with system and procedural improvements, as needed.
  • Assist in documenting and recording updates to policies and procedures.
  • Assists in strategic planning and program development.
  • Participate in quarterly program evaluation meetings.
  • Leading, presenting, note taking, and creating agendas for team meetings.

Education and Experience

  • Preferred education – Associates Degree or above, or equivalent combination of education and/or experience.
  • Proven success in customer service and/or client management.
  • Strong computer skills, including Microsoft Word, Excel, and Outlook required.
  • Experience with Salesforce a plus.

Skills and Abilities

  • Strong ability to communicate in English and Spanish, both verbally and in writing.
  • Skilled at finding solutions and providing high-quality customer service through creative problem solving and common sense while upholding procedural guidelines.
  • Capable importing, exporting, and converting data in various formats.
  • Excellent organizational skills and attention to detail.
  • Ability to understand auto financing and read financial statements.
  • Driven and self-motivated to produce quality work in a fast-paced environment.
  • Tact, diplomacy, good judgment, discretion and ability to make sound decisions with confidential and personal information.
  • Sensitivity to issues of low-wealth borrowers and communities and a desire to work in a racially and socially diverse organization.
  • Works independently with little supervision, asks questions when instructions aren’t clear.
  • Great sense of humor a plus.

Physical Requirements

  • Frequently requires use of manual dexterity and repetitive motions, primarily with the wrists, hands, and/or fingers.


  • Salary commensurate with experience and offering excellent benefits including health, dental, vision, 401k and more.


  • To apply, please prepare a thoughtful cover letter and submit along with your resume. The position will remain posted until filled.

Beneficial State Foundation provides equal employment opportunities to all employees and applicants in all company facilities without regard to race, color, religious creed, sex, national origin, ancestry, citizenship status, pregnancy, childbirth, physical disability, mental and/or intellectual disability, age, military status or status as a Vietnam-era or special disabled veteran, marital status, registered domestic partner or civil union status, gender (including sex stereotyping and gender identity or expression), medical condition (including, but not limited to, cancer related or HIV/AIDS related), genetic information, or sexual orientation in accordance with applicable federal, state and local laws.

Professional Level

None specified

Minimum Education Required

No requirement

How To Apply

To apply, please go to

Please prepare a thoughtful cover letter and submit along with your resume. The position will remain posted until filled.