Impact Measurement and Management Director

Beneficial State BankOakland, CA
$129,307 - $183,000Hybrid

About The Position

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.

Requirements

  • 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

Nice To Haves

  • 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

Responsibilities

  • 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
  • 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
  • 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.
  • 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
  • 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
  • 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

Benefits

  • 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
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