Professional Services Operations Analyst
About The Position
The Operations Analyst supports the Worldwide Professional Services Resource Management and Operations team and is responsible for helping to analyze and improve the operational efficiency and scalability of the overall team. This role involves supporting key operational functions within Professional Services (PS), where you will deliver critical reports and analysis regarding the financial health and effectiveness of the business. Additionally, you will help optimize core business processes. The Operations Analyst will work with the Senior Manager of PS Operations to establish the critical policies and procedures of the Professional Services organization. The Operations department will also be responsible for the Information Technology infrastructure used to support Professional Services. The Operations Analyst will work closely with Finance, Accounting, and Digital Solutions.
Requirements
- Bachelor's degree preferred
- 5 years of related experience and 2+ years in a services/consulting industry
- Prior experience designing business processes
- Excellent written and verbal communication skills, combined with the ability to communicate with team members at all levels and varying technical ability
- Excellent time management and organizational skills
- Ability to handle high volume of requests and daily operations
- Ability to generate data, but more importantly glean actionable results from the data
- Microsoft (or Google) Suite skills required, specifically, Excel, Word, PowerPoint
- Experience with Certinia, Tableau, and Salesforce
- Ability to work at a computer for an extended period of time
- Globally distributed client organization that operates both in-office and remotely
- Participate in training sessions, presentations, and meetings; sometimes being the presenter of these trainings
- Infrequent travel required
Nice To Haves
- Any certifications related to Salesforce, SQL, or Tableau.
- Experience with SQL.
- Experience in Professional Services operations capacity
Responsibilities
- Maintain accurate data and analytics for the Worldwide Professional Services team
- Manage revenue recognition process to include forecast reporting, end of month fulfillment, process improvements
- Identify and suggest PSA tool improvements including additional features, automation, accuracy improvement
- Assist with the design, management, and improvements of reporting and analytics around delivery pipeline, backlog, and revenue management
- Ad-hoc analysis and special projects that drive improvements and optimization of the PS business
- Develop and maintain internal documentation, processes, and procedures
- Partner with Finance, Accounting and Business Platforms on managing and improving shared processes and best practices
- Interact with systems vendors, consultants, and user communities to stay abreast of systems issues, roadmap and future enhancements, and best practices
- Document solutions designs, architecture and workflows
- Plan, manage, and report to management the revenue forecast for the entire PS team
- Identify areas for improvement and design and implement solutions
- May perform other duties and responsibilities that management may deem necessary from time to time
Benefits
- medical, dental, vision, disability and life insurance
- 401(k) retirement savings with company match
- an employee stock purchase plan
- an employee referral program
- flexible spending accounts
- an Employee Assistance Program (EAP)
- education assistance
- parental leave
- paid time off (PTO)
- company-paid holidays
- health and wellness events
- community programs
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
