Operations Specialist

Role Overview

• Provides day‑to‑day operational support to ensure the smooth delivery of programs and projects
• Supports internal teams through data management, reporting, coordination, and process adherence
• Handles routine customer and stakeholder communications
• Works closely with Program Managers to track metrics, maintain accurate records, and support ongoing program needs
• Maintains and analyzes basic program data
• Prepares routine client and internal reports and communications
• Enters, updates, and tracks customer data in internal systems
• Communicates with customers about program eligibility by email and phone
• Supports team workflows by meeting deadlines and following established processes
• Attends team or client meetings to share updates and follow up on action items
• Assists with other tasks as program needs evolve.

Requirements

• 2–3 years of experience in data entry, operations support, customer service, or a related role
• Bachelor’s degree preferred or equivalent work experience
• Working knowledge of Microsoft Office, specifically with Excel
• Experience supporting data analysis, reporting, or operational processes
• Strong attention to detail with good organizational and documentation skills
• Comfortable communicating with customers and internal teams in a professional manner
• Ability to follow established processes and handle sensitive or confidential information appropriately
• Experience with energy efficiency programs, utilities, or a related industry is a plus.

Benefits

• Medical, Dental, and Vision Insurance; we also offer a company-paid health care concierge service to help navigate our health plan to make the best decisions for you and yours
• 401(k) with company match
• Paid vacation, sick, personal and parental leave time
• Paid Volunteer Time: giving back to our communities is important to us
• Employee Recognition Program – convert your recognition points into gift cards
• Employee Assistance Program – offers benefits to help you manage daily responsibilities
• Access to on-demand training courses to advance further in your career