Job Description
Impact Measurement and Management Director Beneficial State Bank - 3.4 Oakland, CA Job Details Full-time $129,306.62 - $183,000.00 a year 7 hours ago Benefits Health savings account Disability insurance Health insurance Dental insurance Flexible spending account Adoption assistance Employee assistance program Vision insurance Sabbatical Qualifications Microsoft Excel Vendor management Data reporting Bachelor's degree Vendor relationship management Productivity software Full Job Description Our ideal candidate: We are seeking candidates deeply committed to our mission: to transform the banking industry from within. We lead by example, collaborate with and invest in change-makers and build sustainable prosperity in our communities.
Who we are:
Beneficial State is one of only a handful of B-Corp banks in the nation and one of the highest-rated B-Corps on the planet. That means that we subscribe to a rigorous evaluation standard that measures our positive impact, not just our profitability. We demonstrate how a bank can combine social equity, environmental sustainability, and business stability to create a better financial system - a system that drives inclusive prosperity to benefit people and the planet. #BCorp #WeAreBCorps Join our team: If you are ready to do challenging and transformative work that will build a brighter future for us all, and you are hungry to bring your passion and energy to the table, we welcome your application. TITLE:
VP JOB CODE
FLSA:
Exempt SALARY GRADE
11 JOB FAMILY:
Impact UNION REPRESENTATION
NA DEPARTMENT
ICM SUPERVISORY ROLE Y/N
Y SCHEDULE
LOCATION:
Monday-Friday Hybrid - Oakland CATEGORY
Full-Time REVISION DATE
05/26 POSITION OVERVIEW
The Director, Impact Measurement & Management (IMM) is responsible for establishing and maintaining the enterprise-wide framework used to define, measure, analyze, and report the Bank's impact performance. This role translates mission-driven objectives into measurable outcomes and ensures alignment with regulatory, investor, and certification requirements. The Director leads the design and governance of impact measurement systems, including development of logic models, key performance indicators (KPIs), and outcome tracking methodologies. The role is accountable for ensuring data integrity, consistency, and traceability across all impact metrics, and for producing reporting that meets external standards such as ECIP, CDFI
Fund requirements, and B Lab certification. This position partners cross-functionally with business leaders, Finance, Risk, Compliance, and external stakeholders to integrate impact measurement into core business processes. The Director also manages a small team responsible for data collection, validation, and reporting, and serves as the primary point of contact for external audits, certifications, and industry engagement related to impact performance. ESSENTIAL DUTIES
Impact Strategy & Framework Design Develop and maintain enterprise impact measurement framework, including logic models, KPIs, and outcome definitions Translate organizational mission and strategy into measurable indicators and reporting structures Establish standards for impact measurement methodologies and documentation practices Evaluate and implement new measurement approaches aligned with industry standards Data Governance, Analysis & Reporting Oversee data collection processes to ensure accuracy, completeness, and consistency Define data governance protocols, including validation controls and documentation standards Review and analyze impact data to identify trends, gaps, and performance insights Produce required internal and external impact reports in accordance with defined schedules and standards Regulatory & Certification Compliance Ensure compliance with ECIP, CDFI
Fund, B Lab, and other applicable reporting frameworks Coordinate data submissions, audits, and certification processes Maintain records and documentation required to support regulatory reviews and external verification Monitor changes to regulatory or certification requirements and update frameworks accordingly Complete all required compliance training within designated timeframes. Team Leadership & Project Oversight Supervise and assign work to Impact Data Analyst and Impact Operations Manager Establish performance expectations and monitor deliverables against defined timelines Manage cross-functional projects related to impact measurement and reporting Oversee vendor relationships supporting data, analytics, or reporting functions Stakeholder Engagement & Integration Partner with internal teams to integrate impact measurement into business processes Provide data and reporting to leadership to support strategic decision-making Coordinate with external partners, coalitions, and research organizations as needed Deliver training on impact measurement processes, tools, and requirements Industry Representation & Continuous Improvement Participate in industry forums, working groups, and external collaborations Contribute to development of best practices in impact measurement and management Identify process improvements and implement enhancements to systems, tools, and reporting The position performs duties specific to the position and other functions as assigned. ROLE COMPETENCIES/SKILLS
Attention to Detail Collaboration & Communication Diversity & Inclusion Execution & Ownership Time Management Initiative Compliance Dealing with Ambiguity Data Analysis and Management Critical Thinking Financial Management Digital Transformation Information Security Analytical Thinking Change Management ENVIRONMENT, PHYSICAL & MENTAL ACTIVITIES
The incumbent is in a non-confined office-type setting in which they are free to move about at will. It may include some minor annoyances such as noise, odors, drafts, etc. For Hybrid and Remote roles, work may also be performed away from BSB worksites depending on the position and requirements. For Hybrid/Remote work, employees are required to have an environment when working at home that has a dependable, high-speed internet connection and environment conducive to frequent phone or internet calls where private, confidential or other information is not visible, able to be overheard, or physically or electronically accessible to anyone else. The incumbent in the course of performing this position spends time writing, typing, speaking, listening, lifting (up to 10 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching. The incumbent for this position may operate any or all of the following: personal computer, cellular telephone, printer, fax, and other standard office equipment. The incumbent in this position must be able to accommodate reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks and constant interruptions. The work environment characteristics, physical and mental demands described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. POSITION REQUIREMENTS
Minimum Qualifications Bachelor's degree in business, finance, public policy, economics, data analytics, or related field Minimum 7 years of professional experience in impact measurement, performance analytics, ESG, or a related discipline Minimum 10 years of overall professional work experience Minimum 2 years of experience working in a regulated industry (e.g., financial services, banking, or similar) Minimum 5 years of experience managing vendors or third-party service providers Demonstrated experience developing or implementing measurement frameworks (e.g., logic models, KPI systems, or outcome tracking) Demonstrated experience working with structured data sets and producing analytical reports Experience using Microsoft Office applications, including Excel and PowerPoint Preferred Qualifications Master's degree in a related field Professional certification in project management (e.g., PMP or equivalent) Experience supporting or complying with CDFI Fund, ECIP, B Lab, or similar frameworks Experience managing direct reports and leading cross-functional initiatives Experience designing organizational strategy frameworks (e.g., OKRs or similar models) Experience producing externally published reports, white papers, or industry presentations Experience working in financial health, economic mobility, or community development sectors Management reserves the right to change this position description at any time according to business needs. COMPENSATION
The posted pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role but may include ranges from the different geographies where this position may be based. New employees' starting pay is usually from the start of the range to approximately 25% of the max, more qualified and/or experienced employees may start near the middle of the range for their geography. We may ultimately pay more or less than this range. Compensation for our organization is based on factors that include the role, required knowledge, skills, abilities and competencies, and candidates' relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. Our pay ranges are based on national living wage indexes, such as MIT's living wage index, to enable us to pay our employees beyond what are standard practices for many employers, and also take into account geographically-specific recent compensation market survey data for each position. BENEFITS
Beneficial State Bank's benefits include a comprehensive package designed to support you and your eligible dependents. We focus on the holistic health of our team members and promote work-life balance. Our benefit package includes:
Medical / Dental / Vision / Basic Life / STD / LTD Vacation Days:
2-4 weeks depending on role Sick Days:
12 days per year Holidays:
11 days per year 401(K) / ROTH / FSA / HSA / EAP Education and Adoption Assistance Bank-Wide Annual Discretionary Bonus Program Production-based incentive program available for some roles. Paid Volunteer Time:
4 days per year / annual match of qualifying employee donations Paid Sabbatical Program after 5 years of service Pet Benefits For detailed information about our benefits, please visit http://www.beneficialstatebank.com/about-us/careers You are welcome here at Beneficial State Bank. We are an equal opportunity employer and all qualified applicants will receive consideration for employment regardless of race, color, religion, sex, sexual orientation, national origin, gender identity, disability or veteran status.
