CRM Data Analyst

Overview:

About us: OPTERRA is a national energy services organization that partners with public sector stakeholders to meet the unique goals of communities across the U.S. Our team customizes energy projects with top-tier technology to deliver lasting impact, enhancing fiscal savings and community engagement.

With over 50 years of experience, we ensure our customers' long-term success through tailored solutions that support their vision. By deeply engaging and understanding specific goals, we deliver on the mission our customers envision.

From 2016 - 2025, OPTERRA Energy Services was previously owned by global energy company ENGIE, doing business as ENGIE Services U.S. In June 2025, national energy giant LS Power acquired the former ENGIE Services U.S. team and OPTERRA returned to its legacy name in the market.

Overview

OPTERRA is seeking a detail-oriented and collaborative CRM Data Analyst to support our Commercial team. This role will focus on structuring and analyzing data to provide insights to the business, improve efficiency, and support CRM initiatives.

Reports to

CRM and Sales Analytics Manager

Location / Department

Oakland, CA / Sales Operations

Responsibilities:

Key Responsibilities

- Collaborate with the Commercial team to support business initiatives through data management and analysis.

- Structure reporting and surface insights into current and prospective customers.

- Source, clean, structure, and analyze data to support strategic decision-making.

- Create compelling data visualizations to communicate insights.

- Develop and maintain dashboards and reports using Salesforce and BI tools (e.g., Power BI).

- Partner with Salesforce admins and developers to enhance CRM functionality.

- Document data processes and standardize reporting procedures.

- Ensure data hygiene, integrity, and compliance across Salesforce and integrated systems.

- Maintain CRM data accuracy and support the Commercial team.

What You’ll Bring

- Experience with programs including but not limited to Salesforce, PowerBI and Microsoft Excel are strongly preferred.

- Strong analytical capabilities to identify key trends and insights through thoughtful reporting and analysis.

- Ability to create impactful data visualizations.

- Excellent communication, organizational, interpersonal, and writing skills.

- Passion for learning new tools and developing innovative solutions.

Qualifications:

Additional Details

- This role is eligible for our hybrid work policy.

- Must be available to travel domestically up to 10% of the time and with the need for some overnight trips.

- Must be willing and able to comply with all OPTERRA ethics and safety policies.

- For this position, you must have evidence of right to work in the U.S. There is no employer sponsorship of U.S. residency or work authorization with this role.

Compensation

Salary Range: $99,000 - $151,800

OPTERRA complies with all federal, state, and local minimum wage laws. Actual salary offered may vary depending on geography, experience, education, internal pay alignment, or other bona fide factors.

In addition to base pay, this position is eligible for a competitive bonus / incentive plan.

Qualifications

Bachelor's degree in analytics, mathematics, statistics, data science, business, engineering, or a related field and 1+ years of experience in analyzing and interpreting data, identifying trends, and providing insights.

Why OPTERRA?

OPTERRA is a national distributed energy services company that helps education, government, and other public sector customers become more energy efficient, save money, and improve energy resiliency. Our customers benefit from our wide spectrum of on-site renewable energy generation and storage, energy efficiency, electric vehicle charging, and integrated community engagement programs. Over the past 50 years, we have helped thousands of customers across the U.S. capture more than $3 billion in energy savings, while also improving the performance of their facilities in terms of reliability, safety, comfort, and resource use.