Strategy & Operations Analyst — Growth & Impact

Source Forward; New York (NY); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Performance bonus opportunity

Professional development and career成长

Direct exposure to company leadership

Ownership opportunities as company G

Collaborative, entrepreneurial team

Job summary

Source Forward is a commercial real estate energy advisory firm. The Business Operations Analyst role sits at the intersection of research, operations, project execution, and business development to help leadership make informed decisions and scale the business.

The role involves researching markets, supporting incentive programs, and improving internal processes while coordinating with clients, contractors, utilities, and teams. Opportunity for ownership grows with company expansion.

Qualifications

• Bachelor's degree preferred.
• 2–5 years of experience in research, operations, consulting, commercial real estate, energy, business development, sales operations, or another analytical role.
• Strong analytical, research, and problem-solving abilities.
• Exceptional attention to detail and organizational skills.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities and take ownership in a fast-paced environment.
• Comfortable tackling unfamiliar or ambiguous problems and independently determining how to approach them.
• Experience using Salesforce or another CRM platform.
• Strong proficiency with Microsoft Excel and Google Workspace.

Responsibilities

• Research utility incentive programs, new markets, industry trends, commercial real estate owners, and prospective clients to identify new opportunities.
• Support utility incentive and rebate administration, including applications, documentation, submission tracking, and stakeholder coordination.
• Help move active energy efficiency and infrastructure projects forward by coordinating across clients, contractors, utilities, and internal teams.
• Develop proposals, presentations, analyses, and other client-facing materials.
• Maintain CRM data and improve Salesforce processes, reporting, and workflows.
• Work directly with leadership on research, operational projects, business development initiatives, and market expansion.

Skills

Analytical skills

Research skills

Problem-solving

Attention to detail

Organizational skills

Communication skills

Prioritization

Independent thinking

Fast learner

Education

Bachelor's degree preferred

Tools

Salesforce

Microsoft Excel

Google Workspace

Job description

Source Forward is a commercial real estate energy advisory firm. The Business Operations Analyst role sits at the intersection of research, operations, project execution, and business development to help leadership make informed decisions and scale the business.

The role involves researching markets, supporting incentive programs, and improving internal processes while coordinating with clients, contractors, utilities, and teams. Opportunity for ownership grows with company expansion.