Operations

• Partner with Services Leadership to maintain and enhance project scoping information
• Ensure accuracy and completeness of client responses and requirements documentation
• Coordinate and manage Statements of Work (SOW), revision requests, and Change Orders
• Work with the Proposal Support Group (PSG) to deliver accurate, timely proposal responses
• Establish consistency and standardization across service offerings; create templates and procedures
• Identify gaps in workflows, recommend improvements, and maintain process documentation
• Perform quality assurance on proposals and project documentation to prevent delivery issues
• Serve as liaison between back-office, sales, delivery teams, and other stakeholders; support forecasting
• Maintain estimating data in Salesforce and related systems; support services pipeline tracking and reporting
• Address invoicing and accounting discrepancies as they arise; support operational excellence initiatives

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