Professional Services Operations Coordinator
Core
Keep delivery, billing, and reporting on track for the UK & Ireland Professional Services team, ensuring smooth Sales-to-Services handoffs and accurate revenue recognition.
Role type
Professional Services Operations Coordinator
Builds
Project portfolio, billing/revenue reports, and leadership dashboards for the Professional Services team
Domain
Insurance technology / Professional Services
Deliverable
dashboards & analysis
Required skills
Numerical accuracy, Advanced Excel (lookups, pivot tables), Project management, Data analysis, Report creation, Stakeholder communication
Preferred skills
PSA platform experience (NetSuite, Certinia, Salesforce), Power BI, SaaS/Insurance industry background, PMP or Business Analyst certification
Technologies
PSA tools, Power BI, Excel, Salesforce, NetSuite, Certinia
Responsibilities
Maintain accurate project portfolio with weekly risk reporting; Provide early warnings on slippage and cost overruns; Manage Sales-to-Services handoff and services backlog; Execute accurate billing and revenue reporting; Create dashboards and KPI reports for leadership; Partner with PMO, Finance, and Sales teams on governance and process improvement
Seniority
Mid-level, hands-on coordinator
