Professional Services Operations Coordinator
New
D
DeputySaaS Workforce Management
Remote - United StatesFull-TimeMiddle
Salary78,026 - 98,000 USD per year
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Job Details
- Experience
- 3–5 years
- Required Skills
- Project ManagementData AnalysisSalesforceMicrosoft ExcelSaaSGoogle SheetsAsana
Requirements
- 3–5 years of experience in Professional Services Operations, Delivery Operations, Project Coordination, or a similar operational support role.
- Experience within a SaaS or technology organization.
- Expertise in managing and utilizing CRM software (Salesforce).
- Expertise in Project Management software (Toggl, Asana, PSA systems).
- Proficiency in Google Sheets or Excel, including capacity tracking and SLA reporting.
- Demonstrated ability to manage routine operational tasks with high autonomy.
- Strong attention to detail and ability to ensure data integrity.
- Exceptional communication and interpersonal skills to engage stakeholders.
- Proven ability to coordinate multiple cross-functional initiatives simultaneously.
- Experience preparing operational reports to support leadership decision-making.
Responsibilities
- 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.
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