Trace3

Services Solution Manager

Trace3

full-time

Posted on:

Location Type: Remote

Location: California • United States

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Salary

💰 $97,000 - $114,900 per year

About the role

  • Own the end-to-end sales operations lifecycle for services deals, serving as the central point of coordination and approval from scoping through booking.
  • Review and approve LOEs, SOWs, vendor agreements, Project Change Requests (PCRs), and non-billable (NB) time requests for completeness, pricing accuracy, profitability, and deliverability per Trace3 standards.
  • Advise scoping resources and Sales on engagement models, assumptions, and standards; ensure service items and commercial terms are correctly represented to enable successful downstream booking, delivery and invoicing.
  • Ensure the work package (LOE, approval, vendor agreements, etc.) and client folder are complete for TCA & Project Operations handoffs.
  • Participate in pipeline reviews; verify opportunity data and services metadata are current to support automated handoffs, demand planning and project creation.
  • Translate pipeline demand into resource requests; coordinate with RMO/VMO to secure the right skill, at the right time, and the ideal margin.
  • Initiate vendor and subcontractor onboarding in accordance with standards and ensure readiness to start upon execution.
  • Validate financial models and margin guardrails prior to approval; surface material risk, constraint, or exception to Service Operations leadership.
  • Confirm alignment between scope, pricing, billing terms, service items, and booking requirements to prevent downstream billing/invoicing defects.
  • Onboard new Sales resources on services standards, delivery handoffs, and required pre-sales artifacts.
  • Serve as a conduit for non-technical presales issues and cross-functional clarifications through handoff to PM/Project Operations.
  • Promote services goals in region and support user adoption of new standards, tools, processes, offerings, etc.

Requirements

  • Bachelor’s degree or equivalent experience; 5 – 7+ years in professional services sales/pre-sales, operations, project management or delivery-adjacent roles.
  • Demonstrated acumen across scope, pricing, cost models, gross profit, and contractual terms & conditions.
  • Proven cross-functional influence partnering with Sales, PMO, Project Operations, Resource Management, and Vendor Management.
  • Working knowledge of NetSuite, Smartsheet, and PSA/CPQ/contract tooling (e.g., Provus, Conga) preferred.
  • Excellent written and verbal communication; able to simplify complex operational requirements for diverse stakeholders.
  • Strong problem solving; anticipates operational risks and implements preventative guardrails in pre-sales stage.
  • Ability to manage multiple approvals concurrently and deliver under time pressure; strong attention to detail.
Benefits
  • Comprehensive medical, dental and vision plans for you and your dependents
  • 401(k) Retirement Plan with Employer Match, 529 College Savings Plan, Health Savings Account, Life Insurance, and Long-Term Disability
  • Competitive Compensation
  • Training and development programs
  • Major offices stocked with snacks and beverages
  • Collaborative and cool culture
  • Work-life balance and generous paid time off
Applicant Tracking System Keywords

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

Hard Skills & Tools
sales operationsscope managementpricing modelscost modelscontractual termsfinancial modelingresource managementvendor managementproject management
Soft Skills
communicationproblem solvingattention to detailcross-functional influencetime management