Forecasting and Capacity Planning Consultant

Summary

Join Omnidian's Operations team as a short-term Capacity Planning Consultant for 2–3 months to enhance an existing Residential Operations plan. Collaborate with US-based colleagues to refine workflows, map tasks using Salesforce and Sigma, and create standardized reporting. This role requires strong analytical and communication skills to build a scalable operations model and deliver actionable insights. The position offers work-life flexibility with remote work options, paid time off, and a competitive compensation package including bonuses and equity stakes. There is potential for longer-term engagement based on growth needs. The ideal candidate possesses 4+ years of experience in operational forecasting or business process analysis and proficiency with Salesforce and business intelligence tools.

Requirements

• 4+ years of experience in operational forecasting, capacity planning, or business process analysis
• Proven ability to take existing workflows or plans and uplevel them into standardized, scalable systems
• Hands-on experience working with Salesforce, particularly in operations or support contexts
• Proficiency with business intelligence tools like Sigma or similar platforms to extract and analyze data
• Strong understanding of task-level time analysis and process mapping
• Excellent communication skills to collaborate with cross-functional teams and present insights clearly

Responsibilities

• Refine and Standardize Existing Ops Plan
• Review and understand the current first-draft Residential Operations workflow
• Uplevel this draft into a cohesive, scalable operations model that reflects current business realities
• Identify operational tasks, determine volumes and durations using Salesforce and Sigma, and establish clear ownership and flow
• Build Tools for Visibility & Ongoing Reporting
• Create standardized dashboards and reporting structures using Salesforce and/or Sigma
• Design templates that allow for automated or easily repeatable weekly and monthly reports
• Ensure leadership has clear insights into task volume, duration, bottlenecks, and resource needs
• Enable Handoff or Longer-Term Integration
• Deliver clear documentation and training materials to support a seamless handoff of the forecasting and reporting system
• Collaborate with leadership to assess whether additional support may be needed for future growth or coverage gaps

Preferred Qualifications

• Previous consulting or contract-based work where you owned process improvement deliverables
• Familiarity with Salesforce and experience transitioning workflows between platforms
• Exposure to operational reporting in customer service or support organizations
• Background in the renewable energy or solar industry
• Experience designing automated dashboards or executive-level reporting summaries

Benefits

• 20 days of paid time off annually (accrued)
• 10 days of sick leave annually (accrued)
• Competitive salary
• Performance bonuses
• Equity stakes