Sr. Associate, Planning & Performance Analytics

9 days ago
Full time role


Inspire Clean Energy

Santa Monica, CA, USA

Inspire is a clean energy technology company on a mission to transform the way people access clean energy and accelerate ...

View Company Profile

Job Description

In-office locations: Santa Monica, CA, USA and Philadelphia, PA, USA.


Remote location(s): United States.


As a certified B Corp, our mission is truly woven into the fabric of what we do. As you grow professionally, you are doing good for the planet by helping us to transform the way consumers access clean energy and accelerate the world’s transition to a net-zero carbon future. 

Our rapidly growing sales team of mission-driven, climate enthusiasts is passionate, innovative and committed to a better future for the planet. We are looking for a Sr. Associate, Planning & Performance Analytics to help us leverage their deep knowledge and understanding of data to support the creation and communication of unified Sales & Member Experience (MX) KPIs, assist in developing forecasts that inform demand planning, and proactively identify areas of opportunities to reduce costs and increase revenue via data mining. This person will work with a range of cross-functional partners in Sales, MX, Finance, Analytics, and Platform to enable strategic decision making to drive revenue growth.

The candidate should be passionate about leveraging their technical skills (querying, data wrangling, descriptive analytics, and visualizations) to deliver an output that is actionable for stakeholders in a results-oriented work environment. Additionally, the candidate should be able to communicate complex topics to a wide array of audiences in a digestible manner. Above all, the work done here will impact the way the world experiences clean and renewable energy.


How you’ll help: 

  • Standardize & Own SMX KPIs: Produce, own, and maintain a single source of truth for Sales & MX KPIs. Responsible for the weekly assembly and delivery of sales performance insights: dashboards, demand forecasting, funnel analysis, customer segmentation, territory management etc. 
  • Build Reporting Visualizations & Automation: Build & automate key reports and dashboards via SQL & Tableau and communicate the results to departmental leaders. 
  • Budget Optimization: Research and evaluate opportunities for revenue growth and cost reduction via sales budgets (customer acquisition and G&A).
  • SMX Demand Planning: Assist Manager in creation of forecasts to improve demand planning for Sales (customer acquisition) & MX (volume & staffing) via more advanced applied modeling (time series, regression, decision tree etc.).
  • Market Trends & Ad-hoc Support: Identify business trends and shifts, and recommend data-driven strategies and recommendations to the SMX Leadership. Also, provide support for ad hoc reporting, analysis and troubleshooting within SMX.

Some Year 1 Deliverables:

  • Manage the creation of tactical SMX dashboards (Executive SMX KPI dashboard)  and communicate actionable insights to stakeholders to drive revenue growth.
  • Partner with Finance, Analytics, and Platform to ensure a single source of truth among SMX KPIs in order to avoid dissemination of faulty data and reduce operational debt.
  • Deliver a scalable and automated solution to manage customer acquisition forecasts at an enterprise level and communicate findings to the Finance and Platform team.
  • Create a daily Cost per Acquisition report to provide intraday directional feedback to channel managers on their cost and leeway for additional spend throughout a given month.
  • Work with the SMX Planning, Performance & Analytics Manager to create a cadence for regular KPI and performance reviews with concise and actionable insights.

Here’s what you’ll bring to the table:

Need to have:

  • 1-3 years experience in a Business Intelligence, Finance, Economics, Statistics or related role.
  • Project related experience in SQL, Tableau (or other BI tool), and Excel/Google Sheets. Able to extract and transform complex datasets into more easily consumable formats and create relied-upon dynamic and self-serve dashboards.
  • Excellent interpersonal, verbal and written communication skills.
  • An analytical, quantitative, and creative problem solver who can focus on the details without losing sight of the big picture.
  • Organized and can juggle working on multiple different projects at once.

Nice to have:

  • BA/BS in Business Intelligence, Finance, Economics, Statistics or related field.
  • Task automation and forecast modeling using Python.
  • Excel/Google Sheets task automation via VBA or Javascript.
  • Github profile for successful projects that were completed (notebooks are also very much appreciated).
  • General experience with modern data stacks in the analytics space (DBT, Snowflake, Airflow etc.)
  • Retail Energy Provider, Climate Tech, or Tech related experience.
  • Sales or customer service experience.
  • Experience with basic FP&A reporting (balance sheet, income statement, statement of cash flows etc.).
  • Able to understand the data model of a company when viewing an entity relationship diagram (ERD).


Our Work Model:

(Non-tech related) Being bi-coastal, we have mastered the art of working collaboratively across different time zones and regions. Working from the comforts of our own homes, we don't mind the surprise cameos from children and pets. With our Open Workplace model, we encourage our teams to come together and take advantage of our collaborative work spaces in both Santa Monica, CA and Philadelphia, PA. We often host office events and celebrations that you won't want to miss!


Dedication to DE&I:

The desire to be a diverse, equitable, and inclusive workplace in which everyone can thrive has been a guiding force in Inspire’s journey. Our diversity mission statement is as follows: “The best Inspire is a diverse Inspire. We’re passionately building a culture of belonging and empowerment to create a better world for all.” That’s why we’re committed to leveling the playing field and highly encourage all women, BIPOC, and those in the LGBTQIA+ communities to apply for our open positions even if you don't match 100% of the listed criteria. We would love to learn more about you!


Here’s what we offer:

Health & Wellness:

  • Medical/Dental/Vision coverage starts from day one
  • Summer Fridays and Wellness days
  • Mental Health Benefits (Headspace, Ginger)
  • Company Paid Parental Leave


Life at Inspire:

  • Flexible Time Off
  • 401(K) up to 4% Matching 
  • Employee Resource Groups
  • Treks through GivePower and the opportunity to participate in service trip
  • Training, development, and growth opportunities for all employees



  • Work from Home
  • Semi Annual Performance Bonuses
  • B Corporation Discounts
  • Open Office Floor Plan 
  • Dog-friendly workplace
  • Fun Company Events


More About Who We Are:

Inspire is a clean energy technology company on a mission to transform the way consumers access clean energy and to accelerate the world’s transition to a net-zero carbon future.


We provide our customers with access to renewable energy from wind, solar, and hydro powered sources without service interruptions or costly installations at a flat, predictable monthly rate. On average, one year of being an Inspire member can help avoid 9,639 pounds of carbon emissions - that is 7x more impactful than one year of recycling! 



Inspire Clean Energy

Santa Monica, CA, USA

Inspire is a clean energy technology company on a mission to transform the way people access clean energy and accelerate ...

View Company Profile