Transactions Team Lead

Shell • Houston, TX

3d • $95,000 - $143,000

About The Position

What’s the role The Transactions Lead is responsible for overseeing all customer lifecycle transactions and market communications between SES and the utilities, ISOs/RTOs, and trading partners. This role ensures timely, accurate, and compliant execution of enrollments, drops, switches, meter events, and other transactional activity critical to billing accuracy, settlements, revenue realization, and customer experience. The role reports to the Operations Team Lead and serves as the organizational subject‑matter expert for retail electricity EDI transactions and utility interactions, manages a team of transaction analysts, and drives process excellence, automation, and compliance across competitive electricity markets.

Requirements

• Must have legal authorization to work in the US on a full-time basis for anyone other than current employer
• Bachelor's degree in finance, Accounting, Business, Information Systems, or related field
• At least 8 years of experience in retail electricity operations, transaction management, market operations, or EDI processing and at least 5 years of people management or team lead experience
• Strong working knowledge of retail electric markets and utility interactions
• Hands‑on experience managing EDI transactions and exception workflows
• Deep experience with Intelometry and Excelergy Revenue Manager billing systems, including managing the interface with EDI platform and trading partners; experience using ESG’s EDI platform is a strong plus
• Solid proficiency handling retail electricity EDI transactions, including 814 (enrollment/lifecycle), 867 (usage), 810 (billing), and 820 (payments/remittances), and timely resolution of EDI exceptions with utilities and trading partners
• Experience in competitive electricity markets (ERCOT, PJM, MISO, NYISO, ISONE, CAISO)
• Familiarity with billing and settlements dependencies tied to transaction data
• Knowledge of Purchase of Receivables (POR) structures and customer lifecycle impacts
• Strong Excel, data analysis, and operational reporting skills
• Track record leading system migrations, conversions, and E2E testing at scale; experience stabilizing post-cutover operations
• Strong change leadership, balancing near-term stability with long-term design and capability build
• Demonstrated experience leading a team to meet and improve operational performance metrics and customer satisfaction outcomes
• Excellent interpersonal, conflict resolution, analytical, and time management skills
• Ability to multi-task, problem-solve, and communicate clearly under pressure in a fast-changing environment

Responsibilities

• Lead end‑to‑end execution of retail electricity customer lifecycle transactions, including enrollments, switches, drops, renewals, meter changes, and service modifications
• Ensure accurate and timely processing of all utility and market transactions to support billing, settlements, and customer onboarding/offboarding
• Serve as primary operational liaison with TDUs/EDCs, ISOs/RTOs, and transaction trading partners
• Maintain deep working knowledge of all retail electricity EDI transactions, including but not limited to 814 – Customer enrollments, switches, drops, and lifecycle events, 867 – Usage and interval meter data, 810 – Billing transactions, 820 – Payments and remittances
• Ensure EDI data is accurately received, interpreted, validated, and applied across CRM, billing, and settlements systems
• Oversee EDI exception management, root‑cause analysis, and coordination with utilities and vendors to resolve issues
• Coach, develop, motivate, and performance-manage team members through consistent feedback, observation, and targeted skill building
• Support hiring, onboarding, training, and ongoing readiness of staff, including reinforcement of knowledge across products, markets, tools, and compliance requirements
• Ensure all transaction processes comply with applicable state regulatory rules (PUCT, PSCs), ISO/RTO protocols, and market timelines
• Maintain strong SOX and internal controls around transaction processing, approvals, and exception handling
• Support regulatory audits, data requests, and dispute investigations related to customer transactions
• Identify and mitigate operational and financial risk arising from transaction failures, delays, or data quality issues
• Establish SLAs, KPIs, and quality metrics for transaction timeliness, accuracy, and backlog management
• Develop and maintain documented SOPs, job aids, and cross‑training to ensure coverage and scalability
• Manage EDI service providers, including monitoring and enforcement of vendor SLAs
• Support new market entry, product launches, utility integrations, and system implementations
• Identify automation and process improvement opportunities to reduce manual effort, errors, and cycle times
• Participate in system testing, EDI certification, and change management efforts

Benefits

• insurance coverage options include medical, dental, vision coverage, life Insurance, Business Travel Accident Insurance, and Occupational Accidental Death Benefit programs
• Employees also participate in a company pension plan and a 401(k) plan.
• Paid leave includes up to 6 weeks of paid vacation time, up to 11 paid holidays, and parental leave offering 16 weeks of paid leave for birthing parents, and 8 weeks of paid leave for non-birthing parents.
• employees are eligible for short-term disability leave for up to 26 weeks at 100% or 50% of base pay as well as Long-Term Disability insurance.
• Shell also offers other compensation such financial reimbursement for adoption, wellness, education, and personal learning expenses, and some roles are eligible for discretionary long-term incentives.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level