Serve as Process Owner to the Professional Services pillar for thought partnership, strategy, planning, analytics, operations, systems, and process improvement
Report to the Sr. Director, Customer Success Strategy and Operations and future-proof the Professional Services organization by designing scalable processes
Partner with regional professional services leaders to identify and drive process improvements and ensure successful implementation of new programs
Support practice management and resource management in maximizing available capacity to staff customer engagements, including ensuring timesheet compliance (completion, approvals)
Partner with Professional Services leadership and FP&A to maintain services capacity model
Lead weekly PS Assignment calls
Assist the team in adhering to strict utilization metrics and improve estimates vs. actuals accuracy
Support the monthly timesheet reconciliation process with Finance
Own recurring processes for the Professional Services business including weekly production of the Professional Services forecast report (new bookings, renewals, expansion, attach rate)
Conduct audits of Salesforce and PSA data to ensure operational excellence in our CRM
Manage assignment of internal resources in the PSA and early identification of need for subcontracted resources
Support and have awareness of the subcontractor process and work with Procurement to create and manage purchase orders for subcontractors
Ensure accuracy of data, reports, and dashboards to provide data-driven insights on KPIs and standardized business metrics to aid revenue and budgetary goals
Ensure effective use and adoption of the PSA solution for time tracking and capacity planning across the PS organization including leadership
Look for opportunities to incorporate AI and automation into the professional services operational cadence
Actively participate in the end-to-end execution of annual planning process, owning professional services team capacity plan, headcount, utilization, and goal planning against business metrics
Requirements
Experience in building and maintaining effective working relationships with coworkers, managers, and employees, working effectively in a global team environment with shared responsibilities
Execution and customer service oriented skills, able to effectively prioritize and complete stakeholder deliverables on-time and drive outcomes
Previous experience with the Kantata-Mavenlink PSA tool
Other post-sales operations experience
At least 5 years of demonstrated progressive experience with professional services operations and/or resource management
2+ years of experience as a system administrator (or similar) for a Professional Services Automation (PSA) tool
Proven track record of creating reports and dashboards and establishing valid datasets from multiple disparate data sources
Excellent verbal and written communication skills and the ability to communicate ideas visually and create and conduct internal presentations
Problem-solving mentality and positive attitude towards the change that comes with working at a rapidly growing company
Strong interpersonal skills with the ability to convey and relate ideas to others and work in a collaborative and cross-functional environment
Curiosity about how AI and automation can be leveraged in Professional Services Operations
A self-starter mentality and the ability to work independently and as part of a distributed team
Benefits
Excellent Medical, Dental and Vision insurance coverages, with 100% employer-paid premiums for employee Medical, Dental, Vision on select plans
Flexible time off, paid holidays, and more
Generous stipends to spend on what matters most to you, whether that’s wellness (monthly), commuter transit/parking (monthly), learning and development (quarterly), home office equipment (annual), and much more
Excellent Parental benefits including: 12-20 weeks of Paid Parental Leave, Carrot Fertility Benefits/Adoption/Surrogacy support, Back-up Child Care support
Mental health and wellness benefits including no cost employee access to Modern Health coaching & therapy Sessions and high quality physician office experience via One Medical membership (select U.S. locations only)
Employee Stock Purchase Program (ESPP)
This role is eligible for equity, benefits and other forms of compensation
Company sponsored 401(k) retirement plan (mentioned for Washington state hires)
Unlimited PTO (mentioned for Washington state hires)
Mentorship programs, management training, and wellness initiatives
Charitable giving grant and paid volunteer time off
ATS Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
process improvementresource managementtimesheet compliancecapacity planningdata analysisreport creationdashboard creationProfessional Services Automation (PSA)Kantata-MavenlinkAI and automation