Job Description
Process Execution Lead - Customer Operations (OTC)
Location:
Houston, TX (Hybrid) Onsite Requirement:
Monday, Thursday, and Friday in Houston Travel:
Approximately 20% throughout the project U.S. locations:
Houston, TX Detroit, MI and Nashville, TN Canada:
Toronto, ON DUTIES AND RESPONSIBILITIES
May include, but are not limited to, the following (listed according to priority): Daily Execution Dashboard Design, build, and refine a Power BI daily execution dashboard aligned to frontline needs Structure reporting around open orders and delivery driven timelines Create intuitive views that drive daily action, not just visibility Apply GenAI tools to accelerate dashboard development, enhance data exploration, and generate insights Continuously enhance the dashboard based on user feedback and operational needs Data Analytics & Power BI Development Transform SAP, Salesforce, and other data sources into repeatable, scalable reporting solutions Develop KPIs such as: OTIF (On-Time In Full) Order cycle time Backlog aging and trends Leverage GenAI-enabled analytics to identify trends, anomalies, and root causes Ensure reports are accurate, automated, and sustainable AI & Process Improvement Proactively identify opportunities to apply Generative AI and automation to: Reduce manual input and reporting Improve speed and accuracy of order entry and delivery management Generate insights on order delays, backlog, and trends Develop practical, business-ready GenAI use cases within Customer Operations Support adoption by demonstrating real, operational impact of AI tools SharePoint Development & Team Enablement Build and maintain a centralized SharePoint hub for dashboards, SOPs, and reporting tools Use automation and AI-enhanced workflows to improve usability and reduce manual effort Ensure content is structured for daily operational use and scalability Cross-Functional Collaboration Partner with Customer Service, Sales, Pricing Operations, Supply Chain, and IT to gather requirements Translate operational challenges into data-driven and AI-supported solutions Support leadership with insights that combine analytics + AI-driven interpretation EDUCATION, EXPERIENCE AND QUALIFICATIONS
Bachelor s degree in Business, Analytics, Information Systems, Supply Chain, or related field 7+ years of hands-on experience in data analytics, business intelligence, or operations reporting Proven experience building Power BI dashboards used for daily operational execution Strong experience working SAP, Power Platform (Power BI, Power Automate), Salesforce, Sharepoint, Mulesoft and Agentforce Order to Cash experience is strongly preferred - demonstrated understanding of order entry, pricing, customer master data, delivery, invoicing, and other customer operations processes are critical Hands-on experience applying GenAI in a business environment to improve reporting, analysis, or workflows Proven ability to work independently and deliver end-to-end solutions Must be able to travel within the US and Canada
