Professional Services Scoping Analyst

CentralSquare Technologies•,

11d

About The Position

The Professional Services Scoping Analyst defines the scope of effort for CentralSquare software and services projects and documents it in a way that aligns CentralSquare and the client. The role responds to sales scoping requests by estimating the hours required to deliver a project, which inform pricing and quoting, and prepares Statements of Work and Statements of Services (SOW/SOS) specifying project tasks, deliverables, and responsibilities. Accurate scoping helps prevent resourcing surprises and confusion or conflict about contracted scope. The analyst is the primary liaison among sales, product management, and services on project-scope matters, working with these groups to clarify requirements, validate assumptions, and improve scoping and SOW/SOS templates. Salesforce is the system of record for requests and related artifacts, while SharePoint stores scoping and SOW documents; both must be kept accurate and current. The role operates in a high-volume environment that includes quick-turn requests and requires speed, attention to detail, and accuracy.

Responsibilities

Respond to Sales Requests in Salesforce with estimates of the hours and effort required for projects, informing pricing, quoting, and defined effort.
Write clear, precise Statements of Work and Statements of Services that specify project tasks and align CentralSquare and clients on deliverables.
Ensure scoping estimates and SOW/SOS documents are accurate and establish shared understanding of scope and expectations.
Collaborate with Regional Account Executives, Sales Directors, Pricing Managers, Proposal Managers, product management groups, and services to clarify scope, validate assumptions, and resolve open questions.
Communicate scope decisions between sales and the business units responsible for planning, delivering, and supporting CentralSquare Solutions.
Maintain Salesforce records for scoping requests and their artifacts, and track each request's completion against its sales opportunity.
Maintain scoping and SOW/SOS documents in SharePoint according to team standards, including version control and organization.
Improve scoping and SOW/SOS templates based on clarifications with product management and services to reduce future clarification cycles and rework.
Manage a relatively large volume of concurrent requests, including quick-turn requests, and prioritize effectively to meet deadlines.
Identify risks, gaps, and inconsistencies in requests early to prevent project resourcing issues or client scope disputes.
Participate in internal strategy and working sessions with sales, pricing, product, and services stakeholders.
Perform other duties as assigned.