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.
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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