Operations Manager

| Chicago
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Broker X is set out to revolutionize the Energy Community – we are building a first-of-its-kind cloud-based platform for energy brokers and suppliers.

Who we are:

Our team has deep expertise in energy, technology, business optimization, and entrepreneurship. We are passionate about building scalable software-as-a-service platforms, empowering businesses to embrace new business models in the age of digital disruption.

What You’ll Do:

BrokerX is looking for a strategic and experienced operations leader who is passionate about building and leading teams that are focused on customer adoption, retention, growth, and success. The operations manager will work across the entire organization to solve problems and support optimum business performance. They should be organized and detail-oriented whilst planning and executing tasks supporting internal and external customers.

Specific Functions:

  • Monitor, control, and manage business operations to meet customer expectations and company goals.
  • Assist managers in day-to-day coordination and management of business operational activities.
  • Enjoy the ability to build a rapport with prospects and active customers either via phone, face-to-face meetings, or at industry-related events.
  • Review, research and take action in response to customer inquiries. Report issue resolution in the ticket management system and respond to customers via email.
  • Run and maintain departmental reports.
  • Manage customer success activities including onboarding, training, renewals, advocacy, up-sell/cross-sell
  • Provide assistance with quality assurance. Identify problems in the operations process and resolve them in a quick and timely manner.
  • Demonstrated flexibility to business changes that may impact your core responsibilities.
  • Project work and additional tasks as assigned.
  • Establish measurable criteria for success and assist in building organizational alignment
  • Perform ongoing analysis of customer engagement and take the necessary measures to increase product usage and adoption
  • Assist with testing new releases of our platform and provide ongoing feedback to engineering
  • Maintain a detailed account of daily activity within CRM and other BrokerX systems
  • Host product demos and educate our customers on how best to use our products and get the most value
  • Highlight new product features and their business value to customers after each product release
  • Develop and maintain close relationships with multiple levels/roles of each customer (stakeholders and key users)


  • 2-4 years of experience preferably (but not required) in a customer support or operations role.
  • Intermediate Microsoft Office skills.
  • Excellent written and oral communication skills.
  • High energy, team player.
  • Willingness to learn and work in a hands-on environment.
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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • PythonLanguages
    • RubyLanguages
    • Google AnalyticsAnalytics
    • ConfluenceManagement
    • JIRAManagement
    • HubSpotCRM
    • IntercomCRM
    • SalesforceCRM


27 N. Wacker Dr. Suite 560, Chicago, IL 60606

An Insider's view of BrokerX

What’s the vibe like in the office?

We have a very open office with tons of "energy" since we have a lot of exciting products and team goals for this first quarter and 2021. Our team has a wide array of backgrounds, but the main overlapping characteristics are entrepreneurial, gritty, curious, fun and team players. We all collaborate often to share findings and ideas.


VP of Sales

What's the biggest problem your team is solving?

The biggest problem our team is solving is establishing trust and transparency in an industry that has historically suffered from lack of regulatory oversight, standardization, and has been afflicted with bait and switch schemes. We're solving this by innovating, administering critical oversight, aligning stakeholders, and empowering consumers.


VP of Marketing

What are some things you learned at the company?

Being new to an industry creates an adaptable mindset that fast-tracks learning. I have learned about accounting, sales, support, and so much more. Here, there is care and guidance for each department you want to learn more about. My role is not limited to one thing; if there is help needed in another department, we jump in to help out our team.


Head of Pricing

What is your vision for the company?

The energy industry is a volatile market, which is very deprived of regulatory oversight, standardization, and afflicted with bait and switch schemes. Our mission is to establish trust and transparency by uniting utilities, suppliers, brokers, agents, and consumers through data.



What are BrokerX Perks + Benefits

BrokerX Benefits Overview

BrokerX provides unlimited PTO, health insurance, dental benefits, vision benefits, 401k, employee equity, a flexible work schedule, and commuter benefits.

Friends outside of work
Eat lunch together
Daily sync
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Wellness Programs
Retirement & Stock Options Benefits
Company Equity
Child Care & Parental Leave Benefits
Flexible Work Schedule
Remote Work Program
Vacation & Time Off Benefits
Unlimited Vacation Policy
Generous PTO
Paid Holidays
Paid Sick Days
Perks & Discounts
Beer on Tap
Casual Dress
Commuter Benefits
Company Outings
Free Daily Meals
Stocked Kitchen
Some Meals Provided
Happy Hours
Professional Development Benefits
Lunch and learns
Cross functional training encouraged
Promote from within
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