Salary
💰 $100,000 - $110,000 per year
About the role
- Run PS regional forecasting calls (AMER, EMEA, APJ).
- Lead pipeline reporting and analysis to provide insights into coverage and predictability.
- Partner with PS Leadership and Finance to support forecasting inputs.
- Support enforcement of pipeline hygiene standards (audit, cleanup, data integrity).
- Provide reporting and inputs to support the PS Ops & Strategy Director and PS VP in delivering the global forecast roll-up.
- Design, launch, and own the PS Intake Mechanism as the “single front door” for operational requests (projects, reporting, process changes).
- Establish categories, SLAs, and reporting for intake requests.
- Partner with the PS Ops & Strategy Director to triage and prioritize initiatives for execution.
- Translate intake requests into clear requirements for the team and cross-functional partners.
- Own and maintain the PS Operations Playbook in Confluence.
- Capture and codify institutional knowledge, SOPs, RACIs, and governance processes into a structured, usable format.
- Ensure documentation is updated, accurate, and embedded into onboarding and team enablement.
- Support enablement of new processes and initiatives across the PS team.
- Provide requirements gathering, documentation, and UAT support for PS-owned initiatives.
- Support system integration and process rollouts by contributing process insights and coordinating enablement.
- Act as a flexible contributor to strategic initiatives, ensuring smooth handoff between process design and operational execution.
Requirements
- 7+ years of experience in Professional Services Operations, Sales Operations, Revenue Operations, or related roles.
- Experience supporting forecasting processes and producing pipeline reporting with regional leadership.
- Strong background in process documentation, requirements gathering, and workflow design.
- Hands-on experience with PSA tools (Kantata preferred), CRM (Salesforce), and collaboration platforms (Confluence).
- Excellent communication skills; able to confidently facilitate forecasting calls and provide reporting insights.
- Strong organizational skills, with experience managing intake or request triage processes.
- Bachelor’s degree in Business, or related field required.
- Highly Preferred: Experience in SaaS, Cloud, and Professional Services environments.
- Preferred: certifications in project management, business analysis, or operational excellence (e.g., PMP, Lean Six Sigma).
- Generous PTO & Holiday Schedule
- Parental Leave
- Progressive Healthcare Options
- Retirement Programs
- Opportunity for Education Reimbursement
- Commuter Offset (Specific locations)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
forecasting processespipeline reportingprocess documentationrequirements gatheringworkflow designsystem integrationprocess rolloutsdata integritySOPsRACIs
Soft skills
communication skillsorganizational skillsfacilitationcollaborationflexibilitystrategic initiative contributionprioritizationinsight generationteam enablementprocess design
Certifications
PMPLean Six Sigmabusiness analysis