Associate Operations Analyst

Fortive

1d•Remote

About The Position

Our Professional Services team plays a critical role in helping customers successfully adopt and realize value from our products. We partner closely with Sales and Delivery teams to ensure a smooth transition from closed deals to fully executed projects. As part of the Professional Services Operations team, you’ll contribute to how work gets done behind the scenes—supporting project setup, quoting, and operational workflows that directly impact customer experience and business scalability. If you’re early in your career and enjoy working with structured processes, systems, and data—with a focus on speed, accuracy, and continuous improvement—this is a great opportunity to learn, grow, and make a tangible impact.

Requirements

Bachelor’s degree or equivalent practical experience
0–2 years of experience in operations, business support, administration, or a similar field
Strong attention to detail and commitment to accuracy
Ability to manage repetitive, process-driven tasks with consistency and efficiency
Strong organizational and time management skills
Clear written and verbal communication skills in English

Nice To Haves

Exposure to SaaS, Professional Services, or project-based environments
Familiarity with tools such as Salesforce or PSA platforms (e.g., Certinia/FinancialForce)
Basic understanding of financial concepts (e.g., revenue, billing, project budgets)
Experience working with Excel or Google Sheets

Responsibilities

Convert closed opportunities into active projects within Salesforce and PSA systems
Ensure project setup is accurate, complete, and aligned with financial and reporting requirements
Act as a backup to the primary Operations Analyst for project creation
Review incoming quote requests for completeness and clarity
Generate quotes for standard service offerings using predefined templates and pricing models
Ensure consistency and accuracy across all standard quotes
Update project and financial data within Salesforce and related systems
Ensure alignment between opportunity, quote, and project records
Update project and financial data within Salesforce and related systems
Ensure alignment between opportunity, quote, and project records
Manage queue-based requests (e.g., project setup, updates) within defined SLAs
Help reduce turnaround time for quoting and project creation
Identify inefficiencies and contribute ideas to improve workflows, templates, and automation
Partner with Sales, Services Sales, and Delivery teams to clarify inputs
Escalate non-standard or unclear requests as needed