Orchestrate the operational rhythm of the business: drive the weekly forecast reviews and quarterly business reviews (QBRs), ensuring availability and accuracy of data and insights.
Architect demand and capacity models: build models that provide visibility into resource needs vs. incoming demand or customer growth across services and customer success, supporting leadership to make data driven capacity and margin decisions.
Budget and Performance management: partner with finance and leadership on budget performance vs. plan, proactively identifying drivers and root causes of variances in revenue and gross margin.
Support annual planning cycles: translating financial targets and strategic priorities into operational plans and resource requirements across Value Services.
Build operational discipline and scale: establish process and reporting frameworks and SOPs that enable operational simplicity, consistency, scale.
Lead and mentor the team; foster a culture of accountability and accuracy, providing hands-on support for complex analysis and modeling when needed

Requirements

10-12+ Years in a Business Operations, FP&A, or Sales operations, with at least 3+ years in a people management role providing business guidance and prioritization
Proven experience executing forecasting processes and capacity models in a professional services or SaaS environment where data insights enabled business decisions
Deep understanding of Services P&L (Gross Margin, Utilization, Bill Rates, Backlog) and Saas metrics (NRR, GRR, Churn)
Mastery of financial modeling and data synthesis. Experience with SFDC and PSA tools (Certinia/Financial Force, Rocketlane, OpenAir) and BI platforms is highly preferred.
Proven ability to synthesize complex data into clear, concise summaries for stakeholders and leadership.
Track record of operating in ambiguity and building structure where none existed.

Benefits

Equal employment opportunities to all qualified candidates and employees.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

forecasting processescapacity modelsfinancial modelingdata synthesisoperational planningperformance managementbudget managementP&L analysisSaaS metricsoperational frameworks

Soft Skills

leadershipmentoringaccountabilitycommunicationanalytical thinkingproblem-solvingadaptabilitycollaborationstrategic thinkingstakeholder management