Build and maintain reporting that ties cost, headcount, output, and revenue together
Develop metrics around utilization, efficiency, throughput, and capacity
Create dashboards and reporting used by leadership for planning and decision-making
Own the selection, configuration, and optimization of tools used by Professional Services
Reduce or eliminate manual reporting and spreadsheet-heavy workflows
Improve data consistency and reliability across systems (e.g., CRM, collaboration tools)
Design, document, and maintain scalable standard operating procedures
Improve onboarding and handoff workflows to ensure teams start projects with complete information
Partner with Finance to align operational metrics with cost and planning models
Improve Sales-to-Services handoffs and cross-team communication

Requirements

6+ years of experience in operations, analytics, business operations, and/or services operations
Experience supporting Professional Services, SaaS services, consulting, or delivery-based teams
Design, build, and maintain scalable dashboards and reporting solutions using Power BI and SQL-based data models.
Strong analytical skills with the ability to turn data into operational decisions
Hands-on experience with reporting tools, dashboards, and workflow systems
Proven ability to build processes and drive adoption across teams
Comfortable partnering with Finance and Customer Success stakeholders
Highly organized, proactive, and able to operate with autonomy.

Benefits

Applicant Tracking System Keywords

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

Hard Skills & Tools

reportingmetrics developmentdashboard creationdata consistencystandard operating proceduresPower BISQLdata analysisworkflow systemsprocess building

Soft Skills

analytical skillsorganizational skillsproactiveautonomycross-team communicationpartnershipdecision-makingproblem-solvingadaptabilityleadership