What’s the role 

  The Transactions Lead is responsible for overseeing all customer lifecycle transactions and market communications between SES and the utilities, ISOs/RTOs, and trading partners. This role ensures timely, accurate, and compliant execution of enrollments, drops, switches, meter events, and other transactional activity critical to billing accuracy, settlements, revenue realization, and customer experience. 

The role reports to the Operations Team Lead and serves as the organizational subject‑matter expert for retail electricity EDI transactions and utility interactions, manages a team of transaction analysts, and drives process excellence, automation, and compliance across competitive electricity markets. 

Accountabilities: 

• Lead end‑to‑end execution of retail electricity customer lifecycle transactions, including enrollments, switches, drops, renewals, meter changes, and service modifications 

• Ensure accurate and timely processing of all utility and market transactions to support billing, settlements, and customer onboarding/offboarding 

• Serve as primary operational liaison with TDUs/EDCs, ISOs/RTOs, and transaction trading partners 

• Maintain deep working knowledge of all retail electricity EDI transactions, including but not limited to 814 – Customer enrollments, switches, drops, and lifecycle events, 867 – Usage and interval meter data, 810 – Billing transactions, 820 – Payments and remittances 

• Ensure EDI data is accurately received, interpreted, validated, and applied across CRM, billing, and settlements systems 

• Oversee EDI exception management, root‑cause analysis, and coordination with utilities and vendors to resolve issues 

• Coach, develop, motivate, and performance-manage team members through consistent feedback, observation, and targeted skill building 

• Support hiring, onboarding, training, and ongoing readiness of staff, including reinforcement of knowledge across products, markets, tools, and compliance requirements 

• Ensure all transaction processes comply with applicable state regulatory rules (PUCT, PSCs), ISO/RTO protocols, and market timelines 

• Maintain strong SOX and internal controls around transaction processing, approvals, and exception handling 

• Support regulatory audits, data requests, and dispute investigations related to customer transactions 

• Identify and mitigate operational and financial risk arising from transaction failures, delays, or data quality issues 

• Establish SLAs, KPIs, and quality metrics for transaction timeliness, accuracy, and backlog management 

• Develop and maintain documented SOPs, job aids, and cross‑training to ensure coverage and scalability 

• Manage EDI service providers, including monitoring and enforcement of vendor SLAs 

• Support new market entry, product launches, utility integrations, and system implementations 

• Identify automation and process improvement opportunities to reduce manual effort, errors, and cycle times 

Participate in system testing, EDI certification, and change management efforts  

What you bring  

• Must have legal authorization to work in the US on a full-time basis for anyone other than current employer 

• Bachelor's degree in finance, Accounting, Business, Information Systems, or related field 

• At least 8 years of experience in retail electricity operations, transaction management, market operations, or EDI processing and at least 5 years of people management or team lead experience 

• Strong working knowledge of retail electric markets and utility interactions 

• Hands‑on experience managing EDI transactions and exception workflows 

• Deep experience with Intelometry and Excelergy Revenue Manager billing systems, including managing the interface with EDI platform and trading partners; experience using ESG’s EDI platform is a strong plus 

• Solid proficiency handling retail electricity EDI transactions, including  814 (enrollment/lifecycle), 867 (usage), 810 (billing), and 820 (payments/remittances), and timely resolution of EDI exceptions with utilities and trading partners 

• Experience in competitive electricity markets (ERCOT, PJM, MISO, NYISO, ISONE, CAISO) 

• Familiarity with billing and settlements dependencies tied to transaction data 

• Knowledge of Purchase of Receivables (POR) structures and customer lifecycle impacts 

• Strong Excel, data analysis, and operational reporting skills 

• Track record leading system migrations, conversions, and E2E testing at scale; experience stabilizing post-cutover operations 

• Strong change leadership, balancing near-term stability with long-term design and capability build 

• Demonstrated experience leading a team to meet and improve operational performance metrics and customer satisfaction outcomes 

• Excellent interpersonal, conflict resolution, analytical, and time management skills 

• Ability to multi-task, problem-solve, and communicate clearly under pressure in a fast-changing environment  

What we offer 

The base salary range for this position is $95,000 - $143,000 per year.  As   pay will be based on various factors, such as relevant work experience, education, certifications, skill level, seniority, and internal equity.  

For regular full-time or regular part-time employees of the Company (participating companies as listed in the Summary Plan Description), insurance coverage options include medical, dental, vision coverage, life Insurance, Business Travel Accident Insurance, and Occupational Accidental Death Benefit programs. Employees also participate in a company pension plan and a 401(k) plan. Paid leave includes up to 6 weeks of paid vacation time, up to 11 paid holidays, and parental leave offering 16 weeks of paid leave for birthing parents, and 8 weeks of paid leave for non-birthing parents. 

Additionally, employees are eligible for short-term disability leave for up to 26 weeks at 100% or 50% of base pay as well as Long-Term Disability insurance. Shell also offers other compensation such financial reimbursement for adoption, wellness, education, and personal learning expenses, and some roles are eligible for discretionary long-term incentives.  For interns, eligible benefits include medical, dental, and vision coverage, life insurance, Business Travel Accident Insurance, and Occupational Accidental Death Benefit programs; participation in a 401(k) plan; and paid leave for up to 11 paid holidays.  Additional information on Shell’s US benefit programs can be found at https://www.shell.us/careers/about-careers-at-shell/rewards-and-benefits.html. 

You bring your skills and experience to Shell and in return you work with talented, committed people on one of the most important challenges facing our planet. You’ll have the opportunity to develop the skills you need to grow in an environment where we value honesty, integrity, and respect for one another. You’ll be able to balance your priorities as you become the best version of yourself. 

• Progress as a person as we work on the energy transition together 

• Continuously grow the transferable skills you need to get ahead 

• Work at the forefront of technology, trends, and practices 

• Collaborate with experienced colleagues with unique expertise 

• Achieve your balance in a values-led culture that encourages you to be the best version of yourself 

• Benefit from flexible working hours, and the possibility of remote/mobile working 

• Perform at your best with a competitive starting salary and annual performance related salary increase – our pay and benefits packages are considered to be among the best in the world. 

• Take advantage of paid parental leave, including for non-birthing parents 

• Join an organization working to become one of the most diverse and inclusive in the world. We strongly encourage applicants of all genders, ages, ethnicities, cultures, abilities, sexual orientation, and life experiences to apply 

• Grow as you progress through diverse career opportunities in national and international teams 

• Gain access to a wide range of training and development programs 

We'd like you to know that Shell has a bold goal: to become one of the world’s most diverse and inclusive companies. You can get to know more about how we're working towards that goal, click here.  

Shell in The United States 

Shell has been in the US for more than 100 years, leading the sector in energy, petrochemicals and refined products.  Today, we provide millions of Americans with the energy needed to heat and cool their homes and power the economy.   

We operate in all 50 states, from our Deepwater platforms in the Gulf of America to the Pennsylvania Chemicals complex and our miles of pipelines throughout the US.