Services Solutions Manager

Trace3 • Irvine, CA

16h • Remote

About The Position

The Services Solutions Manager owns the end-to-end sales process for services engagements, coordinating all stakeholders to ensure each deal is deliverable, contractually compliant, and achieves targeted gross profit. This role is accountable for advancing services opportunities from initial scoping through booking, serving as the central point of coordination and approval for all presales activities within the Region they’re aligned to.

Requirements

• Bachelor’s degree or equivalent experience; 5–7+ years in professional services presales/operations, project management or delivery-adjacent roles.
• Demonstrated commercial acumen across scope, pricing, cost models, gross profit, and contractual terms & conditions.
• Proven cross-functional influence partnering with Sales, PMO, Project Operations, Resource Management, and Vendor Management.
• Excellent written and verbal communication; able to simplify complex operational requirements for diverse stakeholders.
• Strong problem solving; anticipates operational risks and implements preventative guardrails in presales stage.
• Ability to manage multiple approvals concurrently and deliver under time pressure; strong attention to detail.

Nice To Haves

• Working knowledge of NetSuite, Smartsheet, and PSA/CPQ/contract tooling (e.g., Provus, Conga) preferred.

Responsibilities

• Own the end-to-end presales lifecycle for services deals, serving as the central point of coordination and approval from scoping through booking.
• Review and approve LOEs, SOWs, vendor agreements, Project Change Requests (PCRs), and non-billable (NB) time requests for completeness, pricing accuracy, profitability, and deliverability per Trace3 standards.
• Advise scoping resources and Sales on engagement models, assumptions, and standards; ensure service items and commercial terms are correctly represented to enable successful downstream booking, delivery and invoicing.
• Ensure the work package (scope, assumptions, rates, service items) and client folder are complete for TCA & Project Operations handoffs.
• Participate in pipeline reviews; verify opportunity data and services metadata are current to support automated handoffs, demand planning and project creation.
• Translate pipeline demand into resource requests; coordinate with RMO/VMO to secure the right skill, at the right time, and the right rate.
• Initiate vendor and subcontractor onboarding in accordance with standards and ensure readiness to start upon execution.
• Validate financial models and margin guardrails prior to approval; surface material risk, constraint, or exception to Service Operations leadership.
• Confirm alignment between scope, pricing, service items, and booking requirements to prevent downstream billing/invoicing defects.
• Onboard new Sales resources on services standards, delivery handoffs, and required presales artifacts.
• Serve as a conduit for non-technical presales issues and cross-functional clarifications through handoff to PM/Project Operations.

Benefits

• Comprehensive medical, dental and vision plans for you and your dependents
• 401(k) Retirement Plan with Employer Match
• 529 College Savings Plan
• Health Savings Account
• Life Insurance
• Long-Term Disability
• Competitive Compensation
• Training and development programs
• Major offices stocked with snacks and beverages
• Collaborative and cool culture
• Work-life balance and generous paid time off

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree