Services Solution Manager
Trace3
full-time
Posted on:
Location Type: Remote
Location: Remote • California • 🇺🇸 United States
Visit company websiteSalary
💰 $97,000 - $114,900 per year
Job Level
Mid-LevelSenior
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
sales operationsscope managementpricing modelscost modelscontractual termsfinancial modelingresource managementvendor managementproject management
Soft skills
communicationproblem solvingattention to detailcross-functional influencetime management