Voucher Processing and Redemption Specialist

Summary

Join CALSTART as a Voucher Processing & Redemption Specialist (VPRS) and support various state and municipal voucher programs. You will process and manage vouchers, ensuring data accuracy and compliance. This critical role requires excellent communication and problem-solving skills to manage internal and external stakeholders. Key responsibilities include voucher processing, data entry, communication, customer service, reporting, process improvement, and collaboration. The ideal candidate possesses strong attention to detail, data analysis skills, and experience in administrative roles or customer service. CALSTART offers competitive compensation and a comprehensive benefits package.

Requirements

• Bachelor’s degree in business administration, finance, accounting, environmental science, or a related field preferred
• Minimum of 2 years of experience in administrative roles, data processing, data entry, or customer service
• Strong attention to detail, time-management skills, and organizational skills
• Proficiency in data entry and data analysis
• Excellent written and verbal communication skills
• Comfortable working independently with minimal oversight and troubleshooting with given resources
• Developed interpersonal skills to maintain effective working relationships within multi-team environments
• Proficiency in program management tools including Microsoft Office Suite (e.g., Excel, Word, Outlook, SharePoint)
• Familiarity with CRM software (e.g., Salesforce) and data management systems
• Ability to prioritize and manage multiple tasks, program complexities, and deadlines effectively
• Proactive mindset paired with strong problem-solving and critical thinking skills
• High level of integrity and commitment to cross-collaboration engagement for shared wins

Responsibilities

• Thoroughly review voucher applications for eligibility, data accuracy, completeness, and compliance with program guidelines, policies, and procedures in a high-volume processing environment
• Accurately enter application data into the Voucher Processing systems (e.g., Salesforce), maintain up-to-date records, and perform daily charting (aka digital documentation)
• Provide clear and timely written communication with external stakeholders regarding the status of applications, missing or out of compliance documentation, and to outline next steps
• Possess an intuitive understanding when to move beyond asynchronous communication (e.g., email) and exhibit a level of comfort speaking directly with stakeholders to troubleshoot and guide them along the application journey
• Monitor and respond to programname@CALSTART... program email inquiries
• Professionally address inquiries from applicants, dealers, and other external stakeholders, provide pertinent information, both stated and unstated, and anticipating future needs
• Understand and interpret voucher dashboards and reports on application progress, voucher redemption rates, and program metrics
• Identify opportunities for process improvements and liaise with internal stakeholders to design, test, and implement changes that reduce errors and fix bottlenecks to improve overall program effectiveness
• Work closely with the Voucher Processing team, CALSTART staff, and external partners to ensure program success

Preferred Qualifications

Knowledge of incentive landscape and policies including CARB's portfolio of funding or other public agencies

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