Professional Services Operations Coordinator

This is a fully remote position, open to applicants in United States.

📋 Description

• Collaborate with Sales, Implementation, Finance, and RevOps on operational activities that support project outcomes, including project routing, provisioning, and managing customer transitions.

• Oversee the transition from sales to implementation, ensuring that contractual commitments and deliverables are met prior to project initiation.

• Guarantee the thorough handover of implementation projects to Customer Success, including auditing the project closeout activities of consultants.

• Manage Professional Services tools such as Toggl and Asana by overseeing project provisioning, maintaining templates, managing permissions, and conducting systematic archiving.

• Generate regular operational reports and dashboards that encompass delivery performance, capacity, utilization, backlog, and project status.

• Keep process documentation, standard operating procedures, and operational playbooks up to date.

• Track metrics and report on KPIs for Professional Services operations.

• Utilize AI-driven tools, workflow automations, and platform integrations to enhance efficiency and ensure data accuracy.

• Review operational data, project documentation, and readiness for delivery, coordinating corrections to ensure accurate information and compliance.

⛳️ Requirements

• 3–5 years of experience in Professional Services Operations, Delivery Operations, Project Coordination, or a comparable operational support role within a SaaS or technology company.

• Proficiency in CRM and Project Management software, especially Salesforce, Toggl, Asana, and PSA systems.

• Advanced skills in Google Sheets or Excel, including capacity tracking, SLA reporting, and operational reporting.

• Capable of managing routine operational responsibilities with a high degree of autonomy, ensuring strict data integrity, and adhering to deadlines.

• Outstanding communication and interpersonal skills to effectively interact with stakeholders and maintain data compliance standards.

• Ability to manage multiple cross-functional initiatives simultaneously while maintaining a keen attention to detail and operational rigor.

• Experience in preparing operational reports and managing data that supports leadership decision-making.

🏝️ Benefits

• Flexible work policy

• Work-from-home stipend

• Employee Share Ownership Plan (ESOP)

• Paid parental leave

• 401(k) contribution matching

• Mental health support with Spring Health

• Comprehensive health benefits

• Commuter reimbursement program

• 20 PTO days

• Study assistance

• Celebration days

• Volunteering leave days

• Global working groups focused on collaboration, belonging, and connection