Associate Operations Analyst
Core
Support project setup, quoting, and operational workflows to ensure smooth transition from closed deals to executed projects for customers.
Role type
Associate Operations Analyst (Professional Services)
Builds
Operational workflows, quotes, and project records for Professional Services teams
Domain
Professional Services / SaaS
Deliverable
product features
Required skills
Salesforce proficiency, PSA platform familiarity, data entry accuracy, process management, queue management, cross-functional collaboration
Preferred skills
SaaS/Professional Services environment exposure, Excel/Google Sheets, basic financial concepts
Technologies
Salesforce, PSA platforms (Certinia/FinancialForce), Excel, Google Sheets
Responsibilities
Convert closed opportunities into active projects within Salesforce and PSA systems; Generate quotes for standard service offerings using predefined templates; Update project and financial data within Salesforce and related systems; Manage queue-based requests within defined SLAs; Partner with Sales, Services Sales, and Delivery teams to clarify inputs; Identify inefficiencies and contribute ideas to improve workflows
Seniority
Junior, early career
