Senior Analyst
Uplight
Posted
Mar 25, 2026
Location
Remote (US)
Type
Full-time
Compensation
$82160 - $102700
Mission
What you will drive
- 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
- 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
- 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
- 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.
- Systems Thinking: Proven ability to identify broken workflows, eliminate duplicate work, and improve operational processes at scale
- Analytical: Strong analytical skills with the ability to understand and articulate complex operational and financial concepts
- Adaptability: Flexible and able to thrive in a fast-paced, deadline-driven environment
- Curiosity: Excitement to learn about AI and Uplight’s post-sales processes, systems, and delivery model is key to your success
- Passion: Enthusiastic about energy efficiency and sustainability, with a commitment to advancing our mission
- Teamwork: Prior experience working with Account Management, Implementation, Professional Services, Finance, or Sales teams
- Make a Meaningful Impact: Your work directly impacts our mission of decarbonization and building a more sustainable future.
- Grow Your Career: We offer ample advancement opportunities, robust learning and development programs, and a supportive team environment that fosters collaboration and innovation.
- Thrive: We offer comprehensive benefits, including flexible time off, generous parental leave, a wellness stipend, and work flexibility to help you thrive both personally and professionally.
- Belong to an Inclusive Community: We celebrate diversity and foster an inclusive workplace where everyone feels respected, empowered, and heard. Our Employee Resource Groups offer opportunities to connect with colleagues who share your interests and backgrounds.
- Be Part of a Growing Movement: Join a team of dedicated individuals who are passionate about creating a more sustainable future. We offer a collaborative environment where your ideas are valued and your contributions
Profile
What makes you a great fit
- 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
- 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
- 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
- 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.
- Systems Thinking: Proven ability to identify broken workflows, eliminate duplicate work, and improve operational processes at scale
- Analytical: Strong analytical skills with the ability to understand and articulate complex operational and financial concepts
- Adaptability: Flexible and able to thrive in a fast-paced, deadline-driven environment
- Curiosity: Excitement to learn about AI and Uplight’s post-sales processes, systems, and delivery model is key to your success
- Passion: Enthusiastic about energy efficiency and sustainability, with a commitment to advancing our mission
- Teamwork: Prior experience working with Account Management, Implementation, Professional Services, Finance, or Sales teams
- Make a Meaningful Impact: Your work directly impacts our mission of decarbonization and building a more sustainable future.
- Grow Your Career: We offer ample advancement opportunities, robust learning and development programs, and a supportive team environment that fosters collaboration and innovation.
- Thrive: We offer comprehensive benefits, including flexible time off, generous parental leave, a wellness stipend, and work flexibility to help you thrive both personally and professionally.
- Belong to an Inclusive Community: We celebrate diversity and foster an inclusive workplace where everyone feels respected, empowered, and heard. Our Employee Resource Groups offer opportunities to connect with colleagues who share your interests and backgrounds.
- Be Part of a Growing Movement: Join a team of dedicated individuals who are passionate about creating a more sustainable future. We offer a collaborative environment where your ideas are valued and your contributions
About
Inside Uplight
Accelerating clean energy through personalized experiences and carbon reduction with leading utilities worldwide.