Operational Business Partner, Professional Services

Trimble Inc.•Lake Oswego, OR

21h

About The Position

The Professional Services Operational Business Partner (OBP) acts as a strategic advisor to the Professional Services organization. This role is responsible for translating business goals into operational reality, ensuring that Professional Services and Customer Onboarding teams achieve high utilization, internal processes are scalable, systems are adopted, and Key Performance Indicators (KPIs) are met. The OBP will bridge the gap between the various functions of Customer Experience Operations and the Professional Services organization to foster operational excellence.

Requirements

5+ years in Professional Services, project management, or CX/Sales Operations
Bachelor’s degree in Business, Finance, Operations, or a related field
Proficiency in CRM platforms (preferably Salesforce) and Professional Services Platforms (e.g. Kantata)
Ability to analyze customer data, project progression, and health scores to support customer implementations and project health
Exceptional "soft skills" to challenge senior stakeholders and manage conflicting priorities across departments

Nice To Haves

Direct experience in Construction or Engineering SaaS

Responsibilities

Work with the VP of Professional Services and the Directors to develop annual operational plans, ensuring success for both internal and partner utilization targets and overall resourcing/project health
Monitor and ensure execution of PS KPIs including TTV, Utilization, project margins, CSAT, and deployment success
Identify bottlenecks in the customer lifecycle and support the implementation and prioritization of streamlined workflows or automation
Act as a lead for internal initiatives, such as the rollout of enhancements of our Professional Services Automation Tool (PSA), Kantata, or other initiatives
Serve as the primary point of contact between Professional Services leadership and CX Operations delivery teams