Operations Analyst

Walker-Miller Energy•Atlantic City, NJ

About The Position

The Operations Analyst serves as the data and reporting resource for Walker-Miller Energy Services’ residential energy-efficiency programs. The role ensures program data is accurate, complete, and timely; develops reports and worklists; and identifies customers, appointments, or projects requiring action. The position is performed in a respectful, constructive, and energetic style that reflects the company’s core values. The analyst monitors data quality and customer and project progress, supports program operations, and develops reports and performance analyses for program teams, leadership, and clients. Duties may be expanded to include other responsibilities as management deems necessary. The role may involve physical activity and occasional exposure to varied field conditions, with reasonable accommodations available for individuals with disabilities.

Requirements

High school diploma or equivalent.
At least 1 year of experience in data management, data analysis, and using visualization tools such as Power BI.
At least 2 years of experience with report design and development.
At least 1 year of client-facing project management experience.
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.

Nice To Haves

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.

Responsibilities

Monitor program databases and approved supporting data sources for missing, duplicate, inconsistent, incomplete, or outdated information.
Verify customer records include an 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 progress from lead intake through home energy assessment 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 customer and project activity is accurately reflected in the program database and reporting.
Provide Outreach and Field teams with worklists for customer assignment, home energy assessment 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.
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 the company’s core values.