Senior Analyst, Uplight

• Experience: 5-8 years of experience in operations, project management, commercial or sales operations, consulting, implementation, client operations, or financial analysis roles. Energy industry experience is a plus
• Strong operational project management skills, with experience managing multiple complex workflows, stakeholders, and deadlines
• Excellent organizational and time-management abilities, with attention to detail and a systems-oriented mindset
• Advanced skills in Google Sheets and experience working in systems such as Wrike, Salesforce, and Jira, and business intelligence tools such as Looker and Tableau
• Ability to ask strategic questions and dive into problems without deep subject matter expertise on day one
• Ability to lead with influence, especially with senior-level leaders and cross-functional team members
• Ability to drive accountability across teams with persistence, tact, and strong cross-functional judgment
• Ability to work collaboratively in a fast-paced environment and manage multiple priorities effectively
• Strong analytical and reporting skills, with the ability to turn complex operational data into clear insights, recommendations, and action plans
• Effective communication and interpersonal skills, capable of collaborating with diverse teams and stakeholders
• Education: Bachelor’s Degree in Business, Finance, Economics, Operations, or a related field. MBA is a plus

Desirable

• We are looking for a Senior Analyst to drive our company forward, and help us lead the clean energy revolution! This is a flexible and remote-friendly role based in the United States with occasional travel for team offsites. You'll join a purpose-driven, collaborative culture where curiosity, ownership, and impact are celebrated
• This is an exciting opportunity for someone to enhance the future of our post-sales operations across both Implementation and Account Management
• Reporting to the Director of Commercial Operations, this is a high-impact individual contributor role for a dynamic problem-solver who can work in fast-paced environments with senior-executive level visibility
• It offers a path to broader operational leadership opportunities as Uplight scales, as you will be a key partner in improving the systems, reporting, and workflows that power client delivery, retention, and margin visibility
• As a Senior Analyst, you will play a pivotal role in driving business performance by improving the quality, visibility, and scalability of our post-sales operations
• You will be an individual contributor responsible for managing critical operational processes across client retention, implementation reporting, and systems administration
• The Senior Analyst will collaborate closely with Account Management, Professional Services, Implementation, Finance, Sales, Legal, Product, and Operations to deliver accurate reporting, streamline workflows, and support operational success
• Success in this role will be measured by improvements in data integrity, process efficiency, stakeholder satisfaction, and the team’s ability to scale through automation and AI-enabled ways of working
• Compile the monthly churn forecast, partnering with Account Management leadership to ensure strong data hygiene and clear visibility into retention risk and renewal outlook through reporting and dashboarding
• Deliver weekly customer satisfaction (CSAT) reporting, track trends over time, and surface actionable insights to leadership
• Maintain templates and documentation that support standardized account transitions, contract visibility, and client lifecycle management
• Turn operational data into trend reporting and actionable insights that improve decision-making and management visibility
• Evaluate and improve customer satisfaction methodology to better incorporate operational and client outcome-based metrics
• Assess the value and application of client segmentation approaches and refresh the methodology as needed to better support prioritization and retention strategies
• Support leadership in cross-functional quality initiatives and other trend analysis efforts that benefit the business
• Identify bottlenecks in the Account Management lifecycle and implement process improvements that streamline work across Commercial, Finance, and Operations teams
• Ensure renewal dates, contract values, and related retention data are accurate and consistently maintained, improving visibility from sales handoff through long-term client management
• Track revenue recognition and cost milestones, maintain related forecasts, and surface gaps or risks early to support timely revenue recognition and stronger cross-functional planning
• Implementation Operations
• Track contingent revenue in coordination with Professional Services and Implementation leadership to improve reporting accuracy and forecast confidence
• Lead the monthly cost and utilization reporting cycle, ensuring data quality, timely reporting, and smooth coordination across teams
• Build a scalable path to Finance handoff and longer-term process ownership
• Own the source of truth in Wrike, with responsibility for data accuracy, project health indicators, and cost data integrity
• Serve as Wrike administrator on the Implementation-side to ensure consistency of Implementation and Professional Services projects and data inputs and outputs
• Support integrations across Wrike, Salesforce, and Jira to improve process continuity and reduce manual work
• Manage the transfer of key data from Wrike to Finance, including revenue timing, time tracking, and related project information
• Act as the primary liaison between Finance and Project Management / Implementation leadership to ensure alignment, timely issue resolution, and process improvement
• Process Improvement, Automation, and AI Innovation
• Partner with post-sales and cross-functional leaders to continuously improve workflows, reduce administrative burden, and strengthen operational rigor
• Identify areas with heavy manual data movement or repetitive coordination and lead the implementation of process and system improvements
• Implement best practices to increase efficiency, improve reporting quality, and create more scalable ways of working across Account Management and Implementation
• Actively seek and test opportunities to leverage AI across the organization, including use cases such as project status summarization, client-ready update drafting, sentiment analysis, predictive churn insights, and proactive internal nudges
• Help evolve the team’s technology stack beyond manual spreadsheets by improving adoption, integration, optimization, and long-term system design
• Partner with Finance and the Deliver & Operate pillar to improve forecast-to-contract accuracy through biannual churn/ARR reviews and ongoing refinement of the forecasting process

• Application Deadline: May 1, 2026