Role Overview

Organize already identified operational choke points into draft project plans, including proposed owners, deadlines, status updates, and follow-up actions, for review and collaborative refinement with the manager and appropriate team members
Help organize historical artifacts such as vendor invoices, regulatory data requests, contractor purchase orders, invoices, and related program documents into a shared repository with clear naming, ownership, and retrieval structure
Support improvements to existing tools and workflows by documenting current pain points, tracking enhancement requests, coordinating follow-up with users and system owners, and helping validate updates related to IntelliSOURCE, customer contact and scheduling tools, Salesforce pipeline visibility, DR calendar enhancements, and related reporting needs
Track and organize information related to existing assets, planned inspections, replacements, upgrades, retirements, inventory readiness, equipment lifecycle needs, and supply chain ordering requirements to support review and follow-up by the manager, field coordinators, and appropriate team members
Support rates, regulatory, IRP, new program development, technology initiatives, white papers, and business case work by gathering data, tracking requests, documenting assumptions, and summarizing results for review
Track estimated O&M savings, recovered value, avoided cost, RMA activity, warranty returns, refunds, vendor credits, budget impacts, projections, true-ups, and marketing cost-per-acquisition analysis
Operational issue tracker showing priorities, owners, deadlines, status, barriers, and completed actions
Contractor comparison tracker covering pricing, work quality, responsiveness, completion performance, and supporting notes for vendor discussions
Continuous improvement tracker for existing system upgrades, scheduling/customer contact tools, Salesforce pipeline cleanup, DR calendar enhancements, and related reporting needs
Commercial asset inspection tracking, replacement, and equipment lifecycle calendar tied to field coordinator assignments, work management follow-up, inventory readiness, and supply chain ordering
Savings, recovery, budget, projection, and true-up tracker documenting assumptions, estimated value, responsible parties, open questions, and follow-up actions
RMA, warranty, and inventory closeout log tracking device movement, returned equipment, replacement status, vendor credits, refunds, aging items, and unresolved exceptions
Update recurring dashboard or status summary showing completed work, open issues, estimated savings, recovered value, risks, and next actions

Requirements

Bachelor’s degree in business, industrial engineering, information technology, or other related degree
2 years minimum related work experience
Experience in utility customer programs, demand response, energy efficiency, operations support, finance, analytics, process improvement, or related business functions
Experience tracking operational savings, inventory movement, warranty claims, RMAs, refunds, vendor credits, purchase orders, invoices, or related financial follow-through items
Experience using Excel, Power BI, enterprise reporting tools, operational databases, or customer/program management systems to organize data and support decisions
Strong attention to detail, follow-through, and willingness to learn program operations, systems, and reporting requirements
Practical problem-solving skills with a focus on improving existing operations, reducing manual errors, minimizing rework, and making work easier to track and manage
Ability to organize data, review information for accuracy, identify basic trends or exceptions, and summarize findings clearly
Ability to manage assigned tasks, track deadlines, follow up on open items, and keep operational improvement work moving with moderate supervision
Proficiency with Microsoft Office tools, especially Excel, Word, PowerPoint, and Outlook
Ability to learn enterprise systems, reporting tools, dashboards, and operational databases used to support day-to-day program execution

Benefits

friendly work environment
opportunities for growth and development
recognition for your work
competitive pay and benefits

Senior Product Analyst -Remote Work

About this role