Professional Services Manager
About The Position
We're looking for an analytical, solution-oriented Professional Services Manager who loves getting into the technical detail with customers. In this role, you'll serve as both a functional expert and a trusted advisor, guiding clients through the implementation and adoption of our Professional Services Automation (PSA) platform. You'll build deep product expertise, work closely with clients to understand how their business runs, and translate that into the right Accelo configuration for them. If you enjoy weighing configuration trade-offs, solving real problems, and driving long-term customer success, this role is a great fit for you.
Requirements
- 2+ years of experience in a Professional Services, Consulting, or Onboarding role within a SaaS environment.
- Experience with SaaS-based solutions, bonus points for experience in categories like PSA, Project Management, Resource Management, Capacity Planning, Workforce Management, Work Management, CRM, ERP, or HR Planning.
- Strong analytical and problem-solving skills, with the ability to learn complex software and translate business needs into tailored solutions.
- Comfortable discussing configuration options and trade-offs directly with customers.
- Exceptional stakeholder management and communication skills.
- Understanding of business process automation and workflow optimization.
- Ability to analyze data to drive process improvements and business decisions.
Responsibilities
- Serve as a primary implementation lead, managing multiple client projects concurrently.
- Conduct customized expert services sessions for current clients who are looking to refine and optimize their deployment.
- Partner with Sales, Customer Success, and Product teams to ensure a smooth transition from sales to onboarding.
- Work closely with clients to understand their business processes and translate them into tailored Accelo configurations.
- Develop and execute structured implementation plans, managing project timelines, milestones, and deliverables.
- Lead engaging and educational training sessions for client teams.
- Provide consultative support, helping clients optimize workflows and maximize Accelo’s value.
- Configure Accelo deployments, including integration setup, data migration, and account settings.
- Act as a trusted advisor, offering strategic guidance on business process automation.
- Relay customer feedback and trends to the Product and Engineering teams to drive improvements.
- Stay up to date with Accelo’s latest features and integrations.
Benefits
- Comprehensive benefits package, including medical, dental and vision coverage
- Health Savings Account (HSA)
- Unlimited Time Off With Accelo’s Flexible Time Off (FTO) Plan
- 10 Company Paid Holidays
- Immediate Eligibility in 401k Plan
- 100% Employer Paid Short Term Disability Plan
- Commuter Benefits Including Unlimited Rides Using an RTD ECO Pass and/or Monthly Parking Stipend
- Access to an Employee Assistance Program for coaching and wellness check-ins
- Fully stocked kitchen with snacks and drinks
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
