SunFi is an energy financial technology platform that connects people who want solar energy access to payment plans that match their needs. We work with qualified third-party installers to access easier and faster.
In this role, you will be reporting directly to the VP, Strategy and Platform Operations, who is a member of the SunFi Executive Team. However, you will also be giving direct updates to other members of the executive team, including the C-suite, and also driving meetings with managers and other leads across the organisation. Depending on performance, there is tremendous room for growth in this role.
Job Responsibilities
Strategic planning and market intelligence:
Conduct market intelligence interviews and gather data to refine product-market fit, customer profiles, and Distributed Energy Providers (DEP) desired characteristics.
Deliver competitive landscape analyses and strategic recommendations to inform product development.
Guide the development of data-based feedback loops for customer insights, and overall company direction
Collaborate with the Product team to recommend differentiating and category-defining enhancements to SunFi's technological platform, ensuring it meets customer needs and market trends.
Data-driven process management and optimization with the goal to achieve SunFi customer growth and strategic outcomes
Develop and refine cross-company process diagrams (including productivity and efficiency metrics) for critical operations to ensure seamless customer experiences and seamless onboarding of new employees into the SunFi “factory” such that as soon as they join SunFi, they are made fully aware of their specific roles, responsibilities, and SLAs within the SunFi factory in order to ensure a delightful customer experience.
Create and maintain a prioritised portfolio of SunFi's operational processes for continuous improvement.
Continuously identify and address roadblocks in operations to enhance efficiency and customer satisfaction.
Lead initiatives to automate and streamline workflows, reduce complexity, and improve productivity and accountability
Collaborate closely with the growth team, supporting growth initiatives by optimizing go-to-market strategies, customer journey processes, and lead nurturing/reactivation campaigns where necessary.
SunFi Factory Performance, Customer Delight Monitoring and Reporting
Develop and maintain platform-wide dashboards for tracking key productivity and efficiency metrics, ensuring that no customer gets left behind
Working with Customer Success, design and implement mechanisms to track and improve overall customer satisfaction and Net Promoter Scores (NPS), collecting and analysing customer feedback to inform continuous improvement efforts.
Monitor KPIs related to customer satisfaction, platform efficiency, and market intelligence.
Provide regular updates and reports to the executive team on platform performance and bottlenecks, even as you work actively to close any gaps
Cross functional operational leadership and collaboration
Work closely with Growth, Product, User Services, and Finance teams to ensure aligned and cohesive operations.
Facilitate cross-team meetings and one-on-ones to understand and optimize processes.
Collaborate with the VP of Strategy and Platform Operations to identify and implement areas for operational improvement.
Platform orchestration and tool management/cohesion:
Evaluate and recommend tools for SunFi Factory platform operations, considering the full Platform Orchestration Stack and ensuring alignment with SunFi's goals and budget.
Oversee the implementation and optimization of CRM systems and other operational tools, in collaboration with other teams
Conduct periodic reviews of the tool stack to ensure it meets evolving needs and maximizes customer satisfaction.
Lead the setup and integration of relevant new tools to support operational efficiencies and growth initiatives.
Leadership and People Development:
Support efforts to collaborate with the company’s leadership to train SunFi talent.
Supports the development of SunFi OKRs and KPIs, including individual KPIs within your team, and other teams in collaboration
A focus on value creation for the company, not task orientation.
Display and exercise business leadership practices within the company and with stakeholders.
Support the recruitment, management, mentorship, and development of the Strategy and Platform Operations team to innovatively and competently deliver the results required of the team. This may also extend to other teams based on the strategy in play.
Collaboratively help define performance management, training needs analysis and optimization of the team’s personnel.
Evaluate and build thought leadership within SunFi that enhances the company culture and values.
Conduct weekly informal check-ins with all team members (when hired). These are unstructured scheduled meetings in which your team member and you can discuss areas of your interest, professional or personal. Emphasis should be placed on relationship-building
Advocates for the SunFi culture including ensuring team members use video as much as possible during meetings. You must be exemplary.
Attributes & Skills
Role-specific hard skills
Strategic Data Analysis and Reporting: Skilled in analyzing data to design and monitor performance metrics to make informed decisions, including advanced Excel modeling and analysis.
Process Design, Improvement, and Innovation: Proficient in developing and optimizing process diagrams and workflows (using BPMN where necessary)
Business Management knowledge: General knowledge of business financial metrics and how they work together e.g. Revenue, Profit, Costs, Margins, Pricing etc.
Project Management: Experienced in managing complex projects, ensuring timely delivery and alignment with strategic goals.
Effective presentations and driving of meetings: Ability to create and drive critical stakeholder conversations using effective presentations, storytelling, and other mediums. Presentations may also be used as a standalone and sent out to external stakeholders
Market Intelligence: Research experience /experience in gathering and analyzing market data to guide strategic planning, using research, surveys, interviews and other formats that can cater to both customers and competitors
Technology Proficiency: Familiarity with process management tools, with CRM systems, and other relevant technologies. Demonstrated experience collaborating with Technology teams to build a better product yielding greater sales growth
MS Office Proficiency: Proficient usage of Microsoft Office and Google Suites (emphasis on Word, Excel & PowerPoint)
Tool Setup and Integration: Ability to evaluate, set up, and integrate new tools to enhance platform operations and support growth objectives. Ability to proactively think about how tools will be connected and embedded effectively within platform
Experience in Product management., platform orchestration, and/or strategic consulting is a plus
Role-specific soft skills
Company ownership mindset: The Strategy and Platform Operations team is a critical team that sits at the center of the SunFi factory – it is crucial that the SPO lead constantly thinks about, embodies, and champions OneSunFi values and outcomes in all circumstances. You are always planning towards and optimizing for SunFi business objectives.
Strategic Thinking: Ability to develop and implement long-term plans that align with SunFi’s strategic objectives, as well as drive strategic projects assigned to you
Structured problem-solving: Ability to proactively identify, ideate on, and solve problems across the SunFi “factory” in a structured manner, and an emphasis on rapid solution execution
Outcomes-Oriented: Focused on achieving measurable results and continuously improving performance.
Detail-Oriented: Meticulous in managing and optimizing processes to ensure smooth operations.
Management of multiple deliverables and projects: Highly skilled at managing multiple deliverables, while managing expectations with the team sideways, upwards, and downwards
Effective Communication: Strong verbal and written communication skills, capable of conveying complex information clearly and effectively, using effective presentations and other formats
Collaborative: Strong interpersonal skills to work effectively with various teams and stakeholders.
Innovative: Capable of thinking creatively to find solutions and drive process improvements.
Adaptable: Able to navigate and lead in a dynamic, fast-paced environment. Experience in a start-Up or fast Paced environment experience preferred
Self-starter: Able to generate independent ideas, take initiative, and work in ambiguous situations with minimal guidance and supervision. You should always be multiple steps ahead, and demonstrate detailed expert status on any project you have worked on.
Willingness to learn, take feedback, and be coached: Open-mindedness is critical in this role – you should always be willing to incorporate, or at the very least, consider feedback both on work output and behavior
Demonstrated Leadership skills: In this role, even though you will not start out supervising anyone, you will a leader influencing all parts of the organization
Positive attitude and emotional intelligence: Bring the energy!
Qualifications
Bachelor's degree (MBA or similar Masters Degree is a plus)
Minimum of 2-4 years experience in an outcomes-oriented role
Technology experience; AI applications experience is a plus
Proven experience driving results in a hybrid – work mode
Renewable energy experience is a plus
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