Note: The job is a remote job and is open to candidates in USA. Electrify America is a company focused on expanding open DC fast charging infrastructure and supporting sustainable mobility. The Operations Analyst will support the Electrify Commercial team by managing Salesforce data, reporting processes, Tableau dashboards, and recurring business analytics. The role will create insights, maintain data accuracy, coordinate system updates, and improve operational reporting and processes.
Responsibilities
- Develop, maintain, and analyze Salesforce reports to support commercial operations, account management, customer activity, and leadership visibility
- Partner with stakeholders to gather reporting requirements, define KPIs, and translate business needs into Salesforce, Tableau, advanced Excel, or other reporting solutions
- Monitor data integrity and accuracy within Salesforce and reporting tools; identify discrepancies, root causes, and opportunities for process improvement
- Create recurring and ad hoc analytical reports that summarize trends, risks, opportunities, and operational performance
- Use advanced Excel techniques to organize large data sets, reconcile reporting outputs, perform detailed analysis, and prepare clear summaries for business stakeholders
- Maintain documentation for Salesforce processes, reporting logic, dashboard definitions, and data governance expectations
- Collaborate with internal teams to track system enhancement requests, Jira tickets, reporting issues, and development progress
- Prepare clear, data-driven presentations and updates for management and cross-functional stakeholders
- Maintain and validate Tableau dashboards used by the Commercial team to monitor key business metrics and operational performance
- Review dashboard outputs for accuracy, usability, and alignment with business needs
- Analyze dashboard trends and provide concise summaries to help stakeholders understand performance drivers and areas requiring attention
- Coordinate with data, technology, and business teams to troubleshoot dashboard issues and support enhancements
- Document dashboard logic, definitions, and reporting assumptions to support consistency and transparency
- Create and distribute recurring operational reports for Commercial leadership and cross-functional stakeholders
- Conduct ad hoc analysis to answer business questions, investigate trends, and support decision-making
- Develop clear report summaries that highlight key takeaways, risks, opportunities, and recommended next steps
- Partner with stakeholders to continuously improve report format, cadence, accuracy, and usability
- Assist in the development, documentation, and storage of guides, reporting procedures, and process materials for the Commercial team
- Support creation and maintenance of onboarding material related to Salesforce, dashboards, reporting tools, and data processes
- Recommend improvements to reporting workflows, data collection methods, and process documentation
Skills
- This is a remote position in the United States. Candidate must reside in the Eastern Time Zone
- 3+ years of relevant experience in Salesforce administration or business support, reporting, data analytics, dashboard management, or sales operations analytics
- 3+ years of experience creating, analyzing, and presenting operational or commercial reports using CRM data, Tableau dashboards, advanced Microsoft Excel, or similar reporting tools
- Bachelor's Degree
- Highly analytical and detail-oriented, with the ability to interpret complex data, identify trends, and translate findings into actionable business insights
- Strong experience developing, maintaining, and analyzing reports and dashboards to support operational decision-making
- Ability to communicate data-driven insights clearly to technical and non-technical audiences through written summaries, presentations, and recurring business updates
- Experience working with cross-functional stakeholders to define reporting requirements, validate data, and improve business processes
- Resourceful, adaptable, and results-oriented with a positive attitude and the ability to contribute to a team environment
- Excellent interpersonal skills to establish credibility with all levels of internal and external stakeholders
- Exceptional organization, follow-through, and ability to manage multiple reporting priorities under tight deadlines
- Comfortable bringing people, processes, data, and systems together to achieve common goals
- Hands-on experience using Salesforce to manage data, support users, create reports, monitor data quality, and document system requirement
- Strong experience building, maintaining, and analyzing Tableau dashboards or similar business intelligence dashboards
- Advanced analytical skills with the ability to create recurring reports, ad hoc analyses, KPI summaries, and executive-ready insights
- Advanced Microsoft Excel skills, including data validation, complex formulas, pivot tables, lookup functions, data modeling, report automation, and preparation of executive-ready analysis
- Demonstrated record of precision, integrity, and data accuracy in past work assignments
- Ability to gather reporting requirements from stakeholders and translate them into practical Salesforce, Tableau, or Excel-based reporting solutions
- Experience identifying data gaps, process issues, and reporting inconsistencies, then recommending improvements
- Extremely deadline and deliverable oriented with strong attention to detail
- Excellent communication, documentation, and presentation skills
- Domestic travel may be required; estimated at 10-15%
- Master's Degree
- Experience creating, managing, and tracking Jira tickets for Salesforce updates, system enhancements, bug fixes, and reporting improvements
- Experience in industries including sustainability, cleantech, renewable energy, business services
- Technical sales experience
Benefits
- This is a remote position in the United States.
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