Business Operations Associate

NextGenEnergyJobs; San Francisco (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

NextGenEnergyJobs is seeking a Business Operations Associate, Energy Storage to drive the operational backbone of our sales organization in the fast-growing energy storage sector. You will optimize CRM data quality and provide leadership with clear, KPI-driven insights.

The role emphasizes analytics, cross-functional project leadership, and collaboration with Finance and Commercial teams to shape pricing, strategy, and deal economics while supporting project development from contract to

Qualifications

• Bachelor's degree in engineering, business, finance, economics, or related field.
• 1-5 years of experience in consulting, investment banking, corporate finance, FP&A, or operations.
• Strong analytical skills with proficiency in Excel.
• Experience with CRM platforms or willingness to become a power user.
• Ability to manage multiple workstreams and drive cross-functional projects.
• Interest in energy storage or renewables is a plus.
• Excellent communication and detail-oriented, process-driven.

Responsibilities

• Own and optimize CRM (Hubspot) to ensure data quality, pipeline visibility, and actionable insights for leadership.
• Develop sales analytics and reporting frameworks to track KPIs, forecast performance, and identify growth opportunities.
• Support market prioritization and segmentation analysis to guide go-to-market strategy and resource allocation.
• Collaborate with Finance and Commercial teams on pricing strategy, competitive analysis, and deal economics.
• Lead cross-functional project initiatives across Engineering, Commercial, Legal, and Operations to ensure seamless execution of customer engagements.
• Support project management of energy storage project development from contract execution through commissioning, coordinating across internal teams and external stakeholders.
• Streamline sales operations processes, including proposal workflows, contract templates, and sales enablement materials.
• Conduct market research and competitive intelligence to inform product positioning and commercial strategy.
• Build financial models to evaluate project economics, incentive eligibility, and commercial terms.
• Support RFP response coordination, ensuring timely and high-quality submissions.

Skills

Data analysis

Excel modeling

HubSpot CRM

Cross-functional PM

Communication

Education

Bachelor's degree

Tools

HubSpot

Job description

• We're looking for a Business Operations Associate, Energy Storage to support the commercial growth of our utility-scale battery energy storage business. You'll be the operational backbone of our sales organization, driving data-informed decision-making, optimizing our sales processes, and enabling cross-functional collaboration to accelerate our market penetration.
• Own and optimize our CRM (Hubspot) to ensure data quality, pipeline visibility, and actionable insights for leadership.
• Develop sales analytics and reporting frameworks to track KPIs, forecast performance, and identify growth opportunities.
• Support market prioritization and segmentation analysis to guide go-to-market strategy and resource allocation.
• Collaborate with Finance and Commercial teams on pricing strategy, competitive analysis, and deal economics.
• Lead cross-functional project initiatives across Engineering, Commercial, Legal, and Operations to ensure seamless execution of customer engagements.
• Support project management of energy storage project development from contract execution through commissioning, coordinating across internal teams and external stakeholders.
• Streamline sales operations processes, including proposal workflows, contract templates, and sales enablement materials.
• Conduct market research and competitive intelligence to inform product positioning and commercial strategy.
• Build financial models to evaluate project economics, incentive eligibility, and commercial terms.
• Support RFP response coordination, ensuring timely and high-quality submissions.

Requirements

• Bachelor's degree in engineering, business, finance, economics, or related field.
• 1-5 years of experience in consulting, investment banking, corporate finance, FP&A, or operations roles, ideally with exposure to energy, infrastructure, or technology sectors.
• Strong analytical skills with proficiency in Excel financial modeling and data analysis.
• Experience with CRM platforms or willingness to become a power user quickly.
• Demonstrated ability to manage multiple workstreams and drive cross-functional projects to completion.
• Interest in or experience with project managing the development of energy storage or renewable energy projects is a plus.
• Excellent communication skills with ability to translate complex data into clear insights for stakeholders.
• Highly organized, detail-oriented, and process-driven mindset.
• Scrappy, hands-on self-starter who is comfortable rolling up sleeves and tackling whatever needs to get done—no task is too small or beneath you.
• Comfortable working in ambiguity and building systems from scratch in a fast-paced startup environment.
• Experience in energy storage, renewables, or cleantech is a plus but not required.
• A passion for sustainability and making the world a better place!
• In accordance with California pay transparency laws, the salary range for this position is listed below. Actual compensation may vary based on a variety of factors, including experience, education, and skills.