Company Overview

Walker-Miller Energy Services is a 26-year-old Detroit-based, core-values driven company committed to changing lives through energy efficiency. We create and manage customized energy waste reduction programs that help electric and gas utilities meet mandated energy savings goals.

Our experience driven philosophy of energy efficiency as economic development helps families and businesses save energy and save money. Through innovative, inclusive initiatives, we help build communities by creating local jobs, producing equitable energy savings for all rate payers, and spurring the growth of diverse local businesses.

Our operating philosophy is reflected in our core values. We refer to them as BEHIVE.

B - Boldly Go

E – Embrace Equity

H - Humble Confidence

I - Inclusive Stewardship

V - Value Reputation

E - Extraordinary Experience

Position Summary

The Operations Analyst serves as the data and reporting resource for Walker-Miller’s residential energy-efficiency programs. The Operations Analyst ensures program data is accurate, complete, and timely; develops reports and worklists; and identifies customers, appointments, or projects requiring action. This position accomplishes this through a respectful, constructive, and energetic style, that exhibits our core values.

Essential Responsibilities: This list of duties and responsibilities is not all-inclusive and may be expanded to include other duties and responsibilities, as management may deem necessary from time to time.

Embrace and operate within the core values.

Maintain Data Accuracy and Completeness

Monitor program database and approved supporting data sources for missing, duplicate, inconsistent, incomplete, or outdated information.
Verify that customer records include the 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 and Project Progression

Monitor customer progress through their project journey from lead intake through HEA 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 that customer and project activity is accurately reflected in program database and reporting.

Support Program Operations

Provide Outreach and Field team with worklists for customer assignment, HEA 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.

Develop Reports and Analyze Performance

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.

Minimum Qualifications

High School Diploma or equivalent.
Minimum of 1 year of experience in data management, analyzation and using visualization tools such as PowerBI.
Minimum of 2 years of experience with report design and development.
At least 1 year in client facing project management.
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.