Operations Analyst

Company Overview:

Walker-Miller Energy Services is a 26-year-old Detroit-based, core-value-driven company committed to changing lives through energy efficiency. We create and manage customized energy waste reduction programs that help electric and gas utilities meet mandated energy savings goals.

Our experience driven philosophy of energy efficiency as economic development helps families and businesses save energy and save money. Through innovative, inclusive initiatives, we help build communities by creating local jobs, producing equitable energy savings for all rate payers, and spurring the growth of diverse local businesses.

Our operating philosophy is reflected in our core values. We refer to them as BEHIVE .

B - Boldly Go

E – Embrace Equity

H - Humble Confidence

I - Inclusive Stewardship

V - Value Reputation

E - Extraordinary Experience

Position Summary:

The Operations Analyst serves as the data and reporting resource for Walker-Miller’s residential energy-efficiency programs. The Operations Analyst ensures program data is accurate, complete, and timely; develops reports and worklists; and identifies customers, appointments, or projects requiring action. This position accomplishes this through a respectful, constructive, and energetic style, that exhibits our core values.

Essential Responsibilities: This list of duties and responsibilities is not all-inclusive and may be expanded to include other duties and responsibilities, as management may deem necessary from time to time.

- Maintain Data Accuracy and Completeness

- Monitor program database and approved supporting data sources for missing, duplicate, inconsistent, incomplete, or outdated information.

- Verify that customer records include the assigned owner, lead source, appointment status, lifecycle stage, next action, project milestones, and final disposition.

- Perform routine data-quality checks and work with program staff to correct discrepancies in the appropriate source system.

- Maintain consistent data definitions, lifecycle statuses, reporting logic, and data-entry expectations.

- Identify recurring data issues and recommend improved controls, workflows, training, or system enhancements.

- Monitor Customer and Project Progression

- Monitor customer progress through their project journey from lead intake through HEA scheduling, project development, contractor activity, QA/QC, and closure.

- Identify unassigned customers, overdue appointments, missing next actions, stalled records, and incomplete milestones.

- Track appointment completion, stage aging, conversion, backlog, customer drop-off, and project bottlenecks.

- Confirm that customer and project activity is accurately reflected in program database and reporting.

- Support Program Operations

- Provide Outreach and Field team with worklists for customer assignment, HEA scheduling, follow-up, and stalled-customer intervention.

- Monitor program participation data for complete customer information, appointment activity, lead attribution, and kit documentation.

- Partner with functional teams to translate operational needs into useful reports, analyses, and prioritized worklists.

- Develop Reports and Analyze Performance

- Design, validate, and distribute recurring dashboards, scorecards, and reports.

- Prepare weekly, monthly, quarterly, and ad hoc reporting for program teams, leadership, and the client.

- Compare actual performance with contractual, annual, monthly, channel, and functional goals.

- Analyze results by lead source, county, event, partner, canvassing activity, contractor, program pathway, and lifecycle stage.

- Embrace and operate within our core values.

Minimum Qualifications:

- High School Diploma or equivalent.

- At least 1 year of experience in data management, analyzation and using visualization tools such as PowerBI.

- Minimum of 2 years of experience with report design and development.

- At least 1 year in client facing project management.

- Experience in data analysis, program operations, reporting, database management, or performance management.

- Strong Microsoft Excel skills, including formulas, lookups, pivot tables, structured tables, and data validation.

- Strong attention to detail and ability to reconcile information from multiple sources.

Desired Qualifications:

- Bachelor’s degree in business with an emphasis in Statistics, Data Management, Economics, Finance, Accounting, Operations, or Business.

- Experience in customer service, sales, and/or field work.

- Salesforce experience.

Licenses & Certifications

- None

Travel Requirements

- None

Physical Demands and Work Environment

- Required to sit, stand, walk; talk and hear; and ability to touch and handle tools and/or controls

- The team member will frequently be exposed to conditions that will require them to walk, kneel, crouch and/or crawl (e.g. attics and/or crawl spaces).

- Ability to lift up to 30 pounds.

- Noise level is typically moderate.

- May occasionally be exposed to moving mechanical parts; high, precarious places; fumes or airborne particles; toxic or caustic chemicals; outside weather conditions and risk of electrical shock.

- May occasionally be exposed to wet and/or humid conditions; extreme cold; extreme heat; and vibration. In these circumstances, the employee will be required to comply with the prevailing safety training in place according to the individual customer requirements.

Note: Reasonable accommodation may be made for individuals with disabilities to perform the essential functions of this position.

The above information describes the general duties and requirements necessary to perform the principal functions of the position. This shall not be construed as a detailed description of all the duties and requirements that may be necessary in this position.

Walker-Miller Energy Services is an Equal Opportunity Employer.

At Walker-Miller Energy Services, we Embrace Equity by encouraging qualified candidates from all backgrounds and identities to apply for open positions! We have several optional questions about candidates’ demographics, but they do not impact hiring decisions. In fact, all candidate demographic data is anonymized for compliance purposes and to reduce unconscious bias in the hiring process, so none of the information collected here will be attached to your individual application. We ask for this information because Walker-Miller is committed to inclusive recruitment practices, so we hold ourselves to a high standard in developing a candidate pool that is diverse in background, experience, and perspective.

Walker-Miller Energy Services participates in E-Verify. Which confirms employment authorization of all newly hired employees and most existing employees through an electronic database maintained by the Social Security Administration and Department of Homeland Security. For new hires, the E-Verify process is completed in conjunction with the Form I-9 Employment Eligibility Verification on or before the first day of work. E-Verify is not used as a tool to pre-screen candidates. For up-to-date information on E-Verify, go to www.uscis.gov and click on 'E-Verify' located near the bottom of the page.

E-Verify Notice

E-Verify Notice (Spanish)

Right to Work Notice

Right to Work Notice (Spanish)