Operational Business Partner, Professional Services

Trimble Inc. • Lake Oswego, OR

4d

About The Position

The Professional Services Operational Business Partner (OBP) is a strategic advisor to the Professional Services organization. You will be responsible for translating business goals into operational reality. Your primary mission is to ensure that our Professional Services and Customer Onboarding teams are highly utilized, internal processes are scalable, systems are adopted, and KPIs are met. You will bridge the gap between the multiple functions of Customer Experience Operations and the Professional Services organization to drive operational excellence.

Requirements

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

Nice To Haves

• Industry Experience: Direct experience in Construction or Engineering SaaS is highly preferred.

Responsibilities

• Strategic Planning & Execution: 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.
• Financial Performance: Monitor and ensure execution of PS KPIs including TTV, Utilization, project margins, CSAT, and deployment success.
• Process Optimization: Identify bottlenecks in the customer lifecycle and support the implementation and prioritization of streamlined workflows or automation.
• Change Management: Act as a lead for internal initiatives, such as the rollout of enhancements of our Professional Services Automation Tool (PSA), Kantata, or other initiatives.
• Stakeholder Liaison: Serve as the primary point of contact between Professional Services leadership and CX Operations delivery teams.

Benefits

• Trimble offers comprehensive core benefits that include Medical, Dental, Vision, Life, Disability, Time off plans and retirement plans.
• Most of our businesses also offer tax savings plans for health, dependent care and commuter expenses as well as Paid Parental Leave and Employee Stock Purchase Plan.
• If this position is identified above as commission- or bonus-eligible, the terms of the commission plan or discretionary bonus plan for which you are eligible will be provided following the employee start date.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level