Senior Analyst

Uplight is creating a new category of energy. We make software that manages energy resources in homes and businesses including things like smart thermostats, electric vehicles, solar panels, storage batteries, heat pumps, and even people’s behavior to generate, shift, or save energy to balance the grid, making it more efficient and reliable. This creates clean energy capacity that can be used by the power grid instead of burning more fossil fuels. Our solutions accelerate the transition to clean energy and save money for energy customers.We are looking for a Senior Analyst to drive our company forward, and help us lead the clean energy revolution! This is a flexible and remote-friendly role based in the United States with occasional travel for team offsites. You'll join a purpose-driven, collaborative culture where curiosity, ownership, and impact are celebrated.How You Will Make an Impact:This is an exciting opportunity for someone to enhance the future of our post-sales operations across both Implementation and Account Management. Reporting to the Director of Commercial Operations, this is a high-impact individual contributor role for a dynamic problem-solver who can work in fast-paced environments with senior-executive level visibility. It offers a path to broader operational leadership opportunities as Uplight scales, as you will be a key partner in improving the systems, reporting, and workflows that power client delivery, retention, and margin visibility. As a Senior Analyst, you will play a pivotal role in driving business performance by improving the quality, visibility, and scalability of our post-sales operations. You will be an individual contributor responsible for managing critical operational processes across client retention, implementation reporting, and systems administration. The Senior Analyst will collaborate closely with Account Management, Professional Services, Implementation, Finance, Sales, Legal, Product, and Operations to deliver accurate reporting, streamline workflows, and support operational success. Success in this role will be measured by improvements in data integrity, process efficiency, stakeholder satisfaction, and the team’s ability to scale through automation and AI-enabled ways of working. Client Operations and Retention 

• 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

 Implementation Operations

• 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 / Implem