Overview
Staff Professional Services Operations Lead to establish scalable operations across Professional Services, supporting planning and resource management, operational tooling and cadences, delivery operations, financial performance, systems partnership, and go-to-market alignment. Reports to the Director of Customer Experience Operations.
What you'll do
- Mature the PS operating cadence, including forecasting and planning alignment, business reviews, performance reporting, and executive readouts.
- Establish connected capacity, utilization, and resource management practices across billable and non-billable roles, including skill-based staffing and hiring planning.
- Improve visibility and deliver insights into project economics, including rate cards, fully loaded costs, burden rates, project margin, fixed-fee budgets, utilization, and revenue recognition.
- Partner with Finance, Sales, Customer Success, CX Engineering, Solutions Architecture, and Delivery to improve PSA, time-tracking, CRM, reporting, and related tooling.
- Define requirements and lead process improvements, automations, and efficiency drivers across Professional Services, Operations, and newly integrated services teams.
- Improve go-to-market alignment by tracking PS attach, connecting PS planning to account and renewal timelines, and enabling earlier PS involvement in deal strategy and account planning.
- Partner cross functionally to deliver improvements in service catalog, pricing and packaging, SKU governance, and partner or channel delivery models.
- Document processes, clarify roles and decision rights, and partner with Analytics to build self-service reporting that reduces dependencies of PS leadership for day-to-day execution.
What you'll need
- 10+ years' experience in Professional Services Operations, Services Operations, Revenue Operations, or a related function in a technology or subscription business.
- Deep understanding of PS business models, including time and materials, fixed-fee, and blended engagements.
- Experience owning and developing forecasting and planning processes that connect sales pipeline to delivery capacity, staffing, bookings, and revenue.
- Experience with resource management, utilization, project margin, delivery operations, PSA systems, or services go-to-market operations.
- Experience leading process and systems improvements across evolving organizations.
- Strong analytical, business judgment, communication, and stakeholder management skills.
- A pragmatic, hands-on approach to solving ambiguous operational problems.
- Hands-on experience with Kantata or a comparable Professional Services Automation (PSA) platform.
- Ability to translate business requirements into system workflows, data definitions, reporting requirements, and automation opportunities.
- Deep familiarity with revenue recognition processes and the systems partnership required between Professional Services and Finance.
Nice to have
- Experience integrating two or more services organizations, operating models, or systems or driving operations transformation and maturity.
- Experience improving PS attach, deal structuring, account planning, or services participation in the sales cycle.
- Experience with partner, channel, or customer-funded delivery models.
- Experience working in a distributed or all-remote organization.
Details
- Remote; base salary range applies to residents of the United States only.
- United States base salary range: $139,200 to $235,200 USD (excludes bonuses, equity, and benefits).
- Country hiring guidelines: some roles may carry specific location-based eligibility requirements.
Read the full description and apply on the company’s own careers page.