PS Operations Manager
New
J
JobgetherSaaS professional services
Fully remote within the United StatesFull-TimeManager
SalaryEstimated starting base salary of $115,000+ USD. Potential variable compensation: Eligibility for performance-based bonuses, commissions, or other incentive plans may be available, subject to applicable plan terms.
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Job Details
- Experience
- At least 5 years of experience in Professional Services Operations, Resource Management, Business Operations, or a related function
- Required Skills
- SalesforceResource PlanningMicrosoft Excel
Requirements
- At least 5 years of experience in Professional Services Operations, Resource Management, Business Operations, or a related function.
- Hands-on experience administering, configuring, or managing Professional Services Automation platforms or comparable enterprise business applications.
- Knowledge of system configuration, workflow management, data governance, reporting, and end-user support.
- Experience with Professional Services resource planning, utilization management, capacity forecasting, or project operations.
- Strong analytical skills and ability to turn operational data into practical business recommendations.
- Experience improving processes, systems, and reporting within a growing or complex organization.
- Proficiency with Excel and enterprise reporting and analytics tools.
- Project management, organizational, and prioritization skills, including managing multiple initiatives simultaneously.
- Experience leading, coaching, or supervising team members.
- Preferred: Direct experience administering Cloud Coach or a similar Salesforce-native PSA solution.
- Preferred: Salesforce administration, configuration, or reporting experience; experience supporting global or geographically distributed Professional Services teams.
- Preferred: Familiarity with Professional Services financial and operational metrics, PSA integrations, process automation, or operational transformation.
Responsibilities
- Own and optimize the Cloud Coach Professional Services Automation platform and related tools, including configurations, workflows, access, project templates, and resource settings.
- Maintain system data integrity, troubleshoot issues, support end users, and coordinate enhancements and integrations with IT, Salesforce administrators, and vendors.
- Identify automation and technology opportunities, and maintain system documentation, standard operating procedures, and user training materials.
- Lead resource planning and allocation, aligning capacity with project requirements, skills, availability, and delivery timelines.
- Maintain capacity plans, monitor demand and utilization, identify scheduling conflicts and staffing risks, and develop resource allocation solutions.
- Build and maintain dashboards, KPIs, and reports covering utilization, billable capacity, backlog, staffing, milestones, productivity, and operational performance.
- Partner with Finance and Professional Services leadership on forecasting, business reviews, and operational planning; translate data into recommendations.
- Evaluate and standardize workflows for project setup, scheduling, resource allocation, tracking, and reporting.
- Coordinate with Sales, Professional Services, Finance, IT, Sales Operations, and customer experience teams to improve handoffs and operational alignment.
- Lead, coach, and develop PS Operations Specialists, set priorities and expectations, and oversee day-to-day activities.
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