About the Opportunity
The organization is seeking a detail-oriented Professional Services Operations Coordinator to support the delivery of Professional Services engagements. In this role, the coordinator partners cross-functionally to coordinate operational workflows, maintain project systems, prepare operational reporting, and ensure the consistent execution of service delivery processes.
Role and Location
- Position Title: Professional Services Operations Coordinator
- Employment Type: Full time
- Location: Remote (United States)
Key Responsibilities
- Coordinate with departments including Sales, Implementation, Finance, and Revenue Operations to manage operational tasks that support project success, including project routing, provisioning, and customer transition management.
- Manage customer handovers from the sales team to the delivery phase, confirming that contractual obligations and deliverables are compliant prior to project launch.
- Facilitate handovers from implementation to Customer Success, including auditing project closeout activities completed by implementation consultants.
- Administer Professional Services tools, such as Toggl and Asana, maintaining data integrity and process compliance through project provisioning, template maintenance, user permissions administration, and systematic archiving of completed work.
- Prepare recurring operational reports and dashboards for Professional Services leadership to provide visibility into delivery performance, capacity, utilization, backlog, and project health.
- Maintain standard operating procedures, process documentation, and operational playbooks to support consistent execution across the Professional Services team.
- Support financial operations by tracking operational metrics and maintaining KPI reporting.
- Leverage AI-enabled tools, workflow automations, and platform integrations to enhance efficiency, reduce manual tasks, and ensure data accuracy.
- Audit operational data, project documentation, and delivery readiness across internal systems, collaborating with stakeholders to execute timely corrections and maintain data compliance standards.
Qualifications
- 3 to 5 years of experience in Professional Services Operations, Delivery Operations, Project Coordination, or a comparable operational support role within a SaaS or technology company.
- Expertise in utilizing and managing CRM and project management software, particularly Salesforce, Toggl, Asana, and PSA systems.
- Proficiency in Google Sheets or Microsoft Excel, including experience maintaining capacity trackers, operational reporting, and SLA reporting.
- Proven ability to manage routine operational tasks independently, upholding data integrity and meeting project deadlines.
- Strong communication and interpersonal skills to collaborate effectively with diverse stakeholders and reinforce data compliance standards.
- Demonstrated ability to manage multiple cross-functional initiatives concurrently with high operational discipline and attention to detail.
- Experience preparing operational reports and managing data used for leadership decision-making.
Compensation and Benefits
- Annual Base Salary: $78,026 - $98,000.
- Starting compensation is determined based on factors including market conditions, experience, technical and non-technical skills, education, certifications, and relevant business acumen. This posted range does not include potential incentive programs, such as individual or organizational performance bonuses.
- Comprehensive health coverage.
- Retirement plan with employer matching.
- Employee stock ownership program.
- Paid parental leave.
- Paid time off.
- Remote work support stipend.
- Commuter benefits.
- Mental health and wellness support.
Equal Opportunity
The organization is an equal opportunity employer committed to fostering an inclusive and diverse workplace. All employment decisions are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion, background, or any other status protected by applicable law.
