Tech Stack

Description

You will play a pivotal role in scaling the Services organization and driving operational excellence across strategic program execution, systems, and reporting. You'll partner closely with PS leadership, streamline back-office processes, and build systems and insights that enable teams to deliver with efficiency and profitability. This is a high-impact opportunity to help shape and grow a world-class Professional Services organization.

Requirements

• A builder’s mindset, with the ability to direct the configuration and evolution of systems like Certinia and Salesforce to support a scaling PS org
• Curiosity and analytical strength, with a knack for uncovering drivers of revenue, spend, and customer outcomes, systematically turning data into actionable insights
• A passion for efficiency, using automation, AI solutions, and process improvements to streamline workflows and reduce overhead
• A strong focus on accuracy and data integrity, ensuring leadership can rely on your metrics and forecasts
• The ability to collaborate closely with executives, supporting their strategy while also contributing your own insights to shape it
• Clear communication and a collaborative spirit, making you a trusted partner across PS, Finance, and Sales
• Expertise in Google Sheets and Google Slides, with a working knowledge of SQL to update existing queries
• 4+ years of experience in operations within enterprise software

Responsibilities

• Be the operational backbone for key Professional Services programs, including monetization initiatives, investment management, credits, and customer outcome tracking
• Improve team efficiency by streamlining workflows, reducing manual effort, and enhancing productivity
• Implement automations and AI solutions that eliminate repetitive tasks and create more time for customer-facing work
• Collaborate with Salesforce administrators to optimize and scale PS systems
• Support and improve core PS administrative operations, including month-end procedures, expense management, revenue tracking and forecasting, partner costs, and ROI analysis
• Maintain and evolve our reporting suite to ensure PS leadership has accurate, real-time visibility into spend, forecasts, delivery performance, and customer outcomes
• Partner with Finance and RevOps to align PS financial planning and reporting with broader company goals
• Conduct deep-dive analyses on margins, revenue, costs, program performance, and customer trends, delivering timely insights for leadership
• Act as the go-to resource for all PS-related systems, processes, and analytics questions