Analyst I/II - Customer Programs

Requisition Number: 27752

At UGI Utilities, Inc. we believe in providing a superior range of energy products and services to our customers in a safe, affordable manner. As our energy needs evolve, UGI will be there providing safe and reliable service that brings warmth and comfort to our 750,000 customers in 45 counties in Pennsylvania and 1 county in Maryland.

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Position Summary:

Develop, analyze, manage, coordinate and support various Universal Service Program (low income assistance programs) metrics and reports for UGI Gas and Electric Division’s Universal Service Programs to assist with regulatory filings. Lead efforts to automate and utilize the Department of Human Services (DHS) data sharing of customer information for LIHEAP recipients. Review and analyze customer data to ensure eligibility for new and continued enrollments into UGI’s low-income assistance programs. Partner with the Digital Marketing Team to coordinate the creation of marketing campaigns compliant with regulatory commitments while targeting LIHEAP customers for enrollment into programs. Assist in the creation of monthly management reporting including details on customer participation, spending, energy savings realized, etc. for all Customer Assistance Programs. Assist with data analysis and program management efforts for other strategic regulatory initiatives such as the LIURP Notice of Proposed Rulemaking and auto enrollment of UGI Electric customers into CAP.

Regulatory Commitments:

- Work with the Business Unit and Information Technology resources to integrate data from DHS data sharing for use by the Customer Outreach Department Team, Customer Care Representatives, and Community Based Organizations to enroll customers in the Customer Assistance Program (CAP) and to recertify customers once enrolled.

- Utilize DHS data received to prepare marketing campaigns to solicit UGI Gas customers not enrolled in CAP; ensure compliance with PUC Data Sharing Order.

- Utilize DHS data received to prepare marketing campaigns to solicit UGI Electric customers for CAP auto enrollment.

- Utilize DHS data received to pre-qualify customers to apply for LIURP and/or Operation Share grants (based on additional criteria for each program).

- Assist LIURP team with data analysis, program coordination, and implementation efforts related to the PUC Noticed of Proposed Rulemaking taking effect in 2026.

- Oversee analysis and completion of auto enrollment of UGI Electric customers into CAP, as well as the feasibility study of expansion to UGI Gas.

Metrics and Data Tracking:

- Create, analyze, and maintain metrics for all Universal Service Programs including CAP, LIURP, Operation Share, CARES, and LIHEAP federal grants. Examples of metrics include customer participation, actual vs. budget spending, contract compliance, etc.

- Create new Universal Service Program monthly reporting criteria and associated metrics for use by internal management as well as assistance with required regulatory filings.

- Track Purchase Orders and ensure appropriate funding levels exist for administrative costs for CAP and Operation Share.

- In coordination with the Finance Team, assist with completion of annual budget templates for Universal Service Programs. Once budgets are approved and finalized, assist with tracking monthly variances.

Customer Program Execution:

- Ensure various marketing campaigns identified in UGI’s Consumer Education & Outreach Plan filed with the PUC are completed in a timely and accurate manner. Examples include but are not limited to; twice a year marketing for Self-Reported Low Income CAP enrollment and other targeted campaigns as needed, such as LIURP targeted messaging. Utilize SAP reporting functionality to generate targeted customers lists and partner with Digital Marketing Team to create and deploy marketing campaigns. Assist with the development of metrics to evaluate the success of the campaigns.

- Additional duties as required. Manage contracts for CAP and Operation Share. Attend and participate at industry events such as PUC BeWise and Energy Association of Pennsylvania monthly meetings and annual conference. Consolidate and analyze Universal Service Program data, metrics, and create Power Point presentation slides for quarterly meetings with stakeholders and regulatory intervenors as part of the Universal Service Advisory Committee. Assist Customer Outreach Department with community (WARM) events to promote the availability of UGI’s Universal Service Programs. Assist with Base Rate Case processes including, but not limited to; coordinating responses and timely submittal of discovery brought by regulatory parties.

Knowledge, Skills and Abilities:

- Analytical and program management experience preferred, familiarity with marketing strategies beneficial.

- Ability to collect, understand, and analyze customer programs and communicate to management the impact this data will have on the success of the Universal Service Programs. Experience with SAP (or similar ERP system) used to generate and analyze monthly reports and establish key performance indicators (KPIs).

- Ability to work cross-functionally and assist management drive projects to completion.

- Excellent oral and written communication skills.

- Advanced knowledge of Excel, Power Point, and Word.

Education:

- Bachelor’s degree in business or marketing preferred.

- Level I – Entry level, analysis and program management experience and/or Utility experience preferred

- Level II – At least 2 years’ experience working in program management, marketing, or financial analysis. Customer Program and/or Utility experience preferred.

- Position level will be commensurate with experience.

UGI Utilities, Inc is an Equal Opportunity Employer. The Company does not discriminate on the basis of race, color, sex, national origin, disability, age, gender identity, sexual orientation, veteran status, or any other legally protected class in its practices.

Successful applicants shall be required to pass a pre-employment drug screen as a condition of employment, and if hired, shall be subject to substance abuse testing in accordance with UGI policies.

As a federal contractor that engages in safety-sensitive work, UGI cannot permit employees in certain positions to use medical marijuana, even if prescribed by an authorized physician. Similarly, applicants for such positions who are actively using medical marijuana may be denied hire on that basis.