Professional Services Strategy & Operations Manager
Drive operational excellence for Professional Services by streamlining workflows, implementing automations, and building scalable systems and reporting that improve efficiency, profitability, and customer outcomes.
138k – 163k/yr
Remote4+ YOERevenue Operations
About the role
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
Requirements
Builder’s mindset with ability to direct configuration and evolution of systems like Certinia and Salesforce
Curiosity and analytical strength for uncovering drivers of revenue, spend, and customer outcomes
Passion for efficiency using automation, AI solutions, and process improvements
Strong focus on accuracy and data integrity
Ability to collaborate closely with executives
Clear communication and collaborative spirit
Expertise in Google Sheets and Google Slides
Working knowledge of SQL to update existing queries
4+ years of experience in operations within enterprise software
Nice to Haves
Complete autonomy with Tableau reporting and SQL
Knowledge of AI automation platforms (Claude, N8N, ...)
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