Professional Services Operations Specialist
Core
Run operations for the Professional Services portfolio, managing utilization, margin reporting, resource planning, project financials, and SOW governance.
Role type
Senior Professional Services Operations Specialist
Builds
Operational visibility and financial health for the Professional Services delivery team
Domain
SaaS / Professional Services Operations
Deliverable
dashboards & analysis
Required skills
Utilization and margin reporting, capacity planning, project financials, SOW review, timesheet compliance, portfolio governance, data extraction and reconciliation, process automation
Preferred skills
Services revenue recognition, PSA/PMO tool expertise, stakeholder influence
Technologies
Salesforce (SFDC), PSA/PMO tools (GoodDay, Asana), Excel, PowerPoint
Responsibilities
Publish weekly reports on project status, utilization, realization, margin, backlog, and forecast accuracy; Run capacity planning and weekly staffing, forecasting hiring and contractor needs; Track budgets and burn, provide revenue recognition and billing inputs, and manage change orders; Drive 95%+ on-time timesheet compliance; Review SOWs against financial and compliance policies; Run portfolio reviews with risk logs and track customer health; Extract and reconcile fees from SFDC and own PSA/PMO tool data quality; Automate manual steps and lead process improvement initiatives
