Professional Services Operations Specialist – Northeast

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

📋 Description

• Collaborate with Services Leadership to sustain and improve project scoping details.

• Ensure that client responses and requirements documentation are accurate and complete.

• Oversee and manage Statements of Work, revision requests, and Change Orders.

• Work alongside the Proposal Support Group to deliver precise, timely, and valuable responses to client needs.

• Foster consistency and standardization in service offerings.

• Create and maintain Professional Services Opportunities, Cases, and Contacts within Salesforce.com.

• Identify gaps in workflow and suggest actionable enhancements.

• Conduct quality assurance on proposals and project documentation.

• Act as a liaison between back-office operations, sales, delivery teams, and other stakeholders.

• Uphold professionalism and communication to guarantee an outstanding internal customer experience.

• Update standard project templates and operational practices in collaboration with the PSOS Manager.

• Maintain precise estimating data in Salesforce.com and related systems.

• Support the tracking of the services pipeline.

• Execute ad-hoc projects as required by the business.

⛳️ Requirements

• Proven ability to spot errors that others may overlook and maintain accuracy in fast-paced environments.

• Experience in identifying inefficiencies and implementing effective solutions.

• Comfortable learning and utilizing various software platforms.

• Excellent written and verbal communication skills, with the ability to interact professionally at all organizational levels.

• Demonstrated ability to juggle multiple priorities and meet deadlines.

• Analytical mindset with critical thinking skills capable of proposing solutions.

• Ability to work independently and communicate effectively and professionally in a remote setting.

• Willingness to learn and utilize AI-enabled tools.

• Experience with Salesforce.com or comparable CRM platforms (preferred).

• Background in operations, cybersecurity, or professional services (preferred).

• Familiarity with SOW development and contract management (preferred).

🏝️ Benefits

• Primarily remote workforce (U.S. based only).

• Group Medical Insurance options: Zero Deductible PPO Plan with GuidePoint covering 90% of the employee premium and 70% of family-plan premiums.

• High Deductible Health Plan with HSA, with GuidePoint covering 100% of employee premiums and 75% of family-plan premiums.

• Annual HSA contribution of $850 per employee or $1,750 per family.

• Group Dental Insurance, with GuidePoint covering 100% of employee premiums and 75% of family-plan premiums.

• 12 corporate holidays.

• Flexible Time Off (FTO) program.

• Healthy mobile phone and home internet allowance.

• Eligibility for retirement plan after 2 months at open enrollment.

• Pet Benefit Option.

• Mentorship and guidance opportunities.