Design, maintain, and continuously improve operational reports and dashboards that provide advanced analytics on key performance indicators (KPIs).
Ensure accuracy and consistency of PS data and metrics, with strong governance around data management.
Partner with PS leadership on annual fiscal planning and resource allocation; evaluate and optimize team capacity, utilization, and staffing models.
Define, implement, and refine PS processes spanning pre-sales, bookings, staffing, delivery, operations, and finance.
Lead rollout of new PS offerings — from concept and business modeling to contracting, billing, and customer delivery.
Champion process automation and tool adoption to enhance efficiency and scalability.
Develop and communicate actionable insights; prepare and deliver board-level presentations on revenue performance, utilization, backlog, project health, and PS initiatives.
Coordinate with stakeholders across multiple time zones and business functions to drive strategic projects to completion.
Requirements
5–10 years of experience in an operations leadership role, ideally within technology companies or dynamic professional services environments.
Proven success in building, monitoring, and scaling PS utilization, capacity, and KPI reporting.
Advanced proficiency in Microsoft Excel (formulas, pivot tables, charts, lookups).
Strong expertise with Salesforce (Sales & Service Cloud) and Jira.
Experience implementing CRM redesigns, process improvements, and workflow automation to enhance efficiency and scalability.
Hands-on experience with Professional Services automation tools and connectors, including configuration and reporting.
Exceptional communication and influencing skills, with the ability to present insights to executive and board-level audiences.
Strong analytical and problem-solving skills, with comfort navigating ambiguity and driving clarity.
Must meet stringent financial analysis deadlines for month-end reporting.