Professional Services Operations Coordinator
New
J
JobgetherSaaS
Based in the United StatesFull-TimeMiddle
Salary$78,026–$98,000
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Job Details
- Experience
- 3–5 years
- Required Skills
- SalesforceProject CoordinationMicrosoft ExcelSaaSGoogle SheetsAsanaProcess improvement
Requirements
- 3–5 years of experience in Professional Services Operations, Delivery Operations, Project Coordination, or a comparable role.
- Experience within a SaaS or technology organization.
- Proficiency with CRM and project management platforms, particularly Salesforce, Toggl, Asana, and/or PSA systems.
- Proficiency with Google Sheets or Microsoft Excel for capacity tracking and reporting.
- Ability to manage recurring operational responsibilities independently.
- Strong communication and interpersonal skills.
- Ability to coordinate several cross-functional initiatives simultaneously.
- Proven experience producing operational reports.
- Proactive, self-starting mindset with a focus on process improvement.
- Comfort working with automation or AI tools.
Responsibilities
- Coordinate cross-functional delivery workflows across Sales, Implementation, Finance, RevOps, and related teams.
- Manage sales-to-implementation handoffs, verifying contractual requirements and operational readiness.
- Coordinate implementation-to-Customer Success handoffs to ensure documentation is complete.
- Administer Professional Services systems and tools including provisioning, templates, and permissions.
- Prepare recurring reports and dashboards covering delivery performance, capacity, and project health.
- Maintain standard operating procedures and operational playbooks.
- Support financial and operational tracking by maintaining accurate metrics and KPI data.
- Identify opportunities to improve workflows through AI-enabled tools, automation, and integrations.
- Audit project and operational data to maintain data integrity and compliance.
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