Primary Services · 4 hours ago
Operations Specialist
United States
Contract
Remote
Entry, Mid Level
2+ years expPrimary Services is excited to announce the role of Operations Specialist for a large, established client operating at scale within the retail energy sector. This role supports a high-volume broker channel that represents a significant share of contracted revenue and margin, partnering closely with Sales, Finance, and Channel Operations to ensure accurate broker onboarding and commission processing.
Human ResourcesStaffing Agency
Responsibilities
Support broker commission processing and payment operations with a high degree of accuracy and timeliness
Review broker agreements and assist with vetting, contracting, onboarding, and lifecycle support
Maintain sales, financial, and ad hoc reports for Sales Leadership, Finance, and other stakeholders
Perform operational analysis on large datasets to resolve broker issues and evaluate KPIs and performance metrics
Contribute to reporting, systems, automation, and process improvement initiatives supporting channel growth
Assist with documentation updates including SOPs, onboarding materials, and lifecycle playbooks
Investigate operational and customer issues, conduct root cause analysis, and support resolution efforts
Collaborate with Sales and Channel Operations to enhance reporting tools and broker experience
Qualification
Required
Minimum of 2 years of experience in high-volume transaction processing, billing, sales operations, or operations analysis
Advanced proficiency in Microsoft Excel and strong working knowledge of Microsoft Office applications
Demonstrated ability to produce accurate financial and operational reports
Preferred
Bachelor's degree preferred, with concentration in Business, Finance, Economics, or a related field
Experience with reporting or analytics tools such as Power BI preferred
Exposure to retail energy, utilities, or deregulated energy markets preferred
Experience with CRM or commission platforms such as SAP, Siebel, or similar systems preferred
Experience supporting process improvement, automation, or systems implementation initiatives preferred
Company
Primary Services
Primary Services is a staffing and recruiting company offering direct hire, temp-to-hire position.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Regina Mellinger
President & CEO
Company data provided by crunchbase