- Collaborate with Sales, Implementation, Finance, and RevOps to manage operational tasks such as project routing, provisioning, and customer transitions.
- Manage customer handovers from Sales to the delivery phase, ensuring contractual compliance.
- Execute handovers from Implementation to Customer Success, including auditing project closeout activities.
- Oversee administration of Professional Services tools (Toggl, Asana) including user permissions and project provisioning.
- Prepare recurring operational reports for leadership covering delivery performance, capacity, and utilization.
- Maintain process documentation, standard operating procedures, and operational playbooks.
- Support financial operations by tracking metrics and KPIs.
- Utilize AI-enabled tools and workflow automations to improve efficiency.
- Audit operational data and project documentation to maintain compliance and accuracy.
Project ManagementData AnalysisSalesforce+4 more