Contract

Channel Operations Sr. Specialist

Posted on 23 January 26 by Emily Thompson

  • Plano, TX
  • $ - $
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Job Description

Our client operates at the crossroads of energy and home services, fueled by the vision of a smarter, cleaner future. Committed to developing groundbreaking solutions, they aim to streamline their customers’ lives by providing energy, protection, and smart services for their homes and businesses.

As a Sr. Specialist, the incumbent will be responsible for proving a best-in-class broker experience by contributing to the timely, complete and accurate processing of brokers onboarding agreements and broker commissions payments for all business brands in a manner that meets compliance standards. The successful candidate will be expected to learn how to perform ad hoc analysis of large data sets to help resolve Broker issue, analyze team KPI and performance metrics, generate reports for key stakeholders including Sales Leadership and Finance and provide recommendations to Leadership that will help shape the future strategy for the Channel Operations team. In addition, the Sr Specialist will be tasked with supporting the implementation of reporting, systems and processes changes that are required to enable continued growth in Broker driven sales which already account for 70% of contracts booked and 65% of booked margin. Finally, the incumbent must have strong problem-solving skills, and exceptional communication (verbal and written) and interpersonal skills.

Essential Duties/Responsibilities:
  • Perform the operational tasks required to generate broker and other commission type payments
  • Under supervision, review broker agreements, external third-party data, and collaborate with Sales to vet, contract, and onboard new brokers; provide ongoing support during the lifecycle of the broker relationship
  • Under leadership direction, contribute to the implementation of Channel Operations reporting, systems, and process improvement changes, M&A integration and automation projects to evolve a Brand Broker Experience. Update fit-for-purpose SOPs, onboarding guides, and lifecycle playbooks as required.
  • With oversight, generate business and financial analysis models as required, conduct Financial and Business Reporting on broker commissions, as well as Ad-Hoc reporting requests by management and other key stakeholders
  • Resolve customer issues & support root cause analysis to determine if there are broader impacts
  • Performs all aspects of work with a high degree of effectiveness, efficiency and accuracy
Minimum Requirements:
  • 2+ years of experience in high-volume transaction processing/billing, back-office operations, or operations analysis and reporting.
Preferred Qualifications:
  • Bachelor’s degree preferred; concentration in Economics, Finance, or Business preferred
  • Energy industry experience preferred, especially an understanding of utility and the deregulated energy market
  • Advanced Excel skills; demonstrated expertise in utilizing other Microsoft office applications and reporting tools such as Power BI
  • Highly driven and self-directed; solid mathematical, analytical, and problem-solving skills; ability to communicate findings, and make recommendations,
  • Effective at working independently; managing multiple activities and meeting deadlines.
Additional Knowledge, Skills and Abilities:
  • Knowledge of CRM and/or commission platforms a plus: Hawkeye, SCM (sales commissions manager), Siebel, SAP
  • An effective communicator with excellent written, verbal, and presentation skills
  • An understanding of process control techniques, policies, and procedures is a plus

Job Information

Rate / Salary

$ - $

Sector

Not Specified

Category

Not Specified

Skills / Experience

Not Specified

Benefits

Not Specified

Our Reference

JOB-5378

Job Location