Operations Analyst jobs in United States, California, Palo Alto

• Contracting Support: Monitor upcoming contract queue, support Utilities Sales team in obtaining all approvals until Tesla and the customer is ready to proceed. Perform contract verification, quality assurance and execution. Post contract execution, manage documentation and ensure contract metadata is captured accurately in proper internal systems
• Order management: Process sales orders, and partner with Finance Ops in generating invoices/credit notes
• Delivery management: Partner with Logistics and Industrial Deployment team to coordinate Megapack and accessories delivery. Monitor and mitigate delivery risk and support Accounting in any audit request
• Data integrity: Take full ownership to ensure business transactional data integrity across all Tesla systems/applications. Generate weekly metrics and monitor the state of contracts, orders, and Megapack delivery
• Customer Support: Problem-solve and address all requests from Customers, Sales, Logistics, Service, Finance, and other departments with minimal management guidance or supervision. Address issues with a strong sense of urgency
• Process Improvement: Actively identify and submit business process improvement ideas, support the implementation of such process/system improvement

• Bachelor's in Business, Analytics, Engineering, Operations Management, and/or equivalent experience or evidence of exceptional ability
• 3+ years of hands-on work in contract, analytics and operations, or equivalent experience in complex order management, delivery and planning
• Proficient with ERP platform, customer relationship management platform, and order/material management platforms, as well as Word/Excel/PDF is required
• Able to learn new topics quickly, coordinate cross-functional problem solving
• Strong communication skills, attention to details, with the ability to effectively multi-tasks and handle stress

• Works with the Branch Manager to set the tone of the branch environment to provide an exceptional customer experience and a dynamic and engaging culture
• Engages clients as they enter the branch by welcoming them and making customers feel appreciated, performing transactions, managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
• Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
• Introduces customers to the branch team who will build relationships and assist with specialized financial needs
• Makes customers’ lives easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
• Supports the Branch Manager with all aspects of branch operations, including loss control, compliance, and audit standards

• High school degree, GED, or foreign equivalent
• Detail-oriented, organized, and have the ability to multi-task with a dedication to follow policies, procedures, and regulatory banking requirements
• Availability to work Branch hours including weekends and some evenings

• Demonstrated ability to make connections, engage, and educate customers and refer to colleagues as appropriate
• Strong desire and ability to influence, educate, and connect team, partners, and customers to technology
• Demonstrated leadership abilities and proficiency in operations and transaction accuracy while working well in a team environment
• Some College level or military equivalent or 2+ years of branch banking experience

FEDERAL DEPOSIT INSURANCE ACT:

• Successful completion of the Branch Operations Lead training program is a pre-requisite to be considered active in Branch Operations Lead role

• Contracting Support: Monitor upcoming contract queue, support Utilities Sales team in obtaining all approvals until Tesla and the customer is ready to proceed. Perform contract verification, quality assurance and execution. Post contract execution, manage documentation and ensure contract metadata is captured accurately in proper internal systems
• Order management: Process sales orders, and partner with Finance Ops in generating invoices/credit notes
• Delivery management: Partner with Logistics and Industrial Deployment team to coordinate Megapack and accessories delivery. Monitor and mitigate delivery risk and support Accounting in any audit request
• Data integrity: Take full ownership to ensure business transactional data integrity across all Tesla systems/applications. Generate weekly metrics and monitor the state of contracts, orders, and Megapack delivery
• Customer Support: Problem-solve and address all requests from Customers, Sales, Logistics, Service, Finance, and other departments with minimal management guidance or supervision. Address issues with a strong sense of urgency
• Process Improvement: Actively identify and submit business process improvement ideas, support the implementation of such process/system improvement

• Bachelor's in Business, Analytics, Engineering, Operations Management, and/or equivalent experience or evidence of exceptional ability
• 1+ years of hands-on work in contract, analytics and operations, or equivalent experience in complex order management, delivery and planning
• Proficient with ERP platform, customer relationship management platform, and order/material management platforms, as well as Word/Excel/PDF is required
• Able to learn new topics quickly, coordinate cross-functional problem solving
• Strong communication skills, attention to details, with the ability to effectively multi-tasks and handle stress

• Perform quality-check and audit of systematized contract data, and manually capture/enter contract data if it is missed during contracting process
• Create and maintain accurate records of all contracts; Ensure 100% completeness and accuracy of all megapack commercial sales agreement data
• Manage contract template change log, revision, and clause variance in Tesla’s commercial contracting system
• Ensure the templates are always up-to-date, stored and configured as ready to use by all user groups
• Partner with Business Analytics to ensure 100% of contract data is ready-to-use and reportable
• Partner with Legal to continuously improve commercial sales contracting process
• Partner with IT to continuously improve contracting management platform, lead user testing and user communications

• Bachelor’s Degree in Engineering, Business Administration, Finance or a related field or equivalent experience
• Minimal 2 years in contract operations, contract management, or comparable experience
• Ability to work both autonomously and collaboratively, ability to juggle competing priorities in a fast-paced environment
• Experience and proficiency with contracting system and platform is a must
• Experience in large, complex data migration is a must

• Develop and deliver timely, accurate, and actionable sales analysis and reporting to inform Tesla Energy's commercial performance, aligning with established criteria and metrics
• Design, develop, and maintain key Sales and Sales Ops reports, ensuring data integrity and proactively improving report formats as the Energy business model evolves
• Serve as a subject matter expert for reporting and Tesla Energy system data, integrating data from multiple systems into reports and supporting data mapping exercises during system migrations
• Collaborate with cross-functional stakeholders, including sales teams, finance, and planning, to gather and incorporate diverse inputs and perspectives
• Streamline and consolidate reports to enhance usability and practicality, ensuring that each report meets specific business needs and user requirements
• Provide ad hoc analytics support, utilizing SQL and advanced MS Excel to drive data-driven insights and inform business decisions
• Mentor and coach junior analysts, designing and delivering analytics training sessions to foster skills development and knowledge sharing

• Degree in Engineering, Science, Mathematics, or Applied Analytics or equivalent experience
  
• Minimal 3 years of proven experience with CRMs like Salesforce
• Minimal 3 years of SQL, Tableau, Microsoft BI and advanced MS Excel modeling
• Minimal 3 years performing business analytics
• Prior experience working with Sales, Sales Ops, Logistic Ops strongly preferred
• Prior experience with extremely fast-paced organizations strongly preferred