Operations Analyst, Cross-Department

Summary

UtiliSave LLC audits utility bills and recovers refunds and savings for clients while rebuilding its operations through a new CRM platform, AI-assisted audit processes, and modern tooling. The Operations Analyst will map and improve cross-department workflows, run cross-functional projects, build process infrastructure, track work, manage risks, analyze rework, and support adoption of new processes.

Responsibilities

• Sit with each department, map how work actually flows today, and produce documented process for every team — including the handoffs, the exceptions, and the parts nobody has written down
• Find where work stalls between departments, propose the fix, get agreement from the people affected, and see it through to adoption. A documented process nobody follows does not count
• Run cross-functional projects end to end: scope, plan, owners, dates, dependencies, and follow-through. Keep them moving without needing to be chased
• Build the process infrastructure that makes work visible — SharePoint document libraries, shared task lists, intake forms, templates, and checklists. Light-weight tools people actually use, not a bureaucracy
• Facilitate recurring cross-department meetings. Set the agenda, run the discussion, capture decisions and owners, and make sure last week’s commitments get closed before new ones get made
• Track work in Jira and give leadership one reliable source for status — what moved, what is stuck, who owes what, and what is at risk
• Surface risks, blockers, and cross-team dependencies early, and drive them to a decision instead of parking them on a list
• Analyze where time and rework are going, and bring back a recommendation with numbers behind it rather than an impression
• Support change adoption: train teams on the new process, check whether it stuck 30 days later, and adjust it if it did not
• Keep documentation current as processes change, and prompt the owners when it drifts

Skills

• 4–7 years in business operations, business analysis, process improvement, or project management, with real time spent establishing process rather than administering one that already existed
• Demonstrated experience mapping and documenting business processes, and getting a team to actually change how they work
• Track record running cross-functional projects with stakeholders who do not report to you, and getting them to commit to dates
• Hands-on with work-tracking tools — Jira, Azure DevOps, Asana, or similar — including board and backlog management
• Strong writing. You will produce process documentation, status summaries, and recommendations that a CEO reads closely
• Comfortable across technical and non-technical audiences. You do not need to code, but you need to hold your own with developers and then translate it for an auditor
• Solid with Microsoft 365 — SharePoint, Teams, Excel, Planner or To Do — and willing to learn Power Automate if you have not used it
• Direct, and comfortable with disagreement
• Schedule: fully remote, 9:00–6:00 EST. Must be based in a US state within one hour of Eastern time
• Authorization: must be authorized to work permanently in the US. We do not provide visa sponsorship
• Process improvement training or credentials
• Project management certification (PMP, CAPM) or PMO experience
• Experience at a small or mid-sized company where the role spanned several departments rather than one function
• Power Automate, Power Apps, or building workflow automation without a developer
• Experience using AI tools in day-to-day work — drafting documentation, analyzing process data, summarizing meetings. We use Claude and Microsoft Copilot across the company
• Background in utilities, energy, professional services, or another data-heavy service business

Qualifications

Must Haves

• 4–7 years in business operations, business analysis, process improvement, or project management, with real time spent establishing process rather than administering one that already existed
• Demonstrated experience mapping and documenting business processes, and getting a team to actually change how they work
• Track record running cross-functional projects with stakeholders who do not report to you, and getting them to commit to dates
• Hands-on with work-tracking tools — Jira, Azure DevOps, Asana, or similar — including board and backlog management
• Strong writing. You will produce process documentation, status summaries, and recommendations that a CEO reads closely
• Comfortable across technical and non-technical audiences. You do not need to code, but you need to hold your own with developers and then translate it for an auditor
• Solid with Microsoft 365 — SharePoint, Teams, Excel, Planner or To Do — and willing to learn Power Automate if you have not used it
• Direct, and comfortable with disagreement
• Schedule: fully remote, 9:00–6:00 EST. Must be based in a US state within one hour of Eastern time
• Authorization: must be authorized to work permanently in the US. We do not provide visa sponsorship

Nice to Haves

• Process improvement training or credentials
• Project management certification (PMP, CAPM) or PMO experience
• Experience at a small or mid-sized company where the role spanned several departments rather than one function
• Power Automate, Power Apps, or building workflow automation without a developer
• Experience using AI tools in day-to-day work — drafting documentation, analyzing process data, summarizing meetings. We use Claude and Microsoft Copilot across the company
• Background in utilities, energy, professional services, or another data-heavy service business

Benefits

• Annual performance-based bonus
• Health, dental, and vision insurance
• 401(k) with company match
• Generous PTO
• 11 paid holidays
• Fully remote schedule, 9:00–6:00 EST, for candidates based in a US state within one hour of Eastern time