Services Operations Analyst

About the role

Do you enjoy finding better ways to get work done, producing timely and accurate data that people can rely on, and working closely with other teams? In this role, you will work with teams across the company to improve data transparency and operational excellence, help our Professional Services platforms run smoothly, and contribute to the company’s growth.

What you'll do

• Support the Professional Services team in streamlining daily processes and keeping data accurate, from pre-sales through project delivery and billing
• Provide end user onboarding and support for our Professional Services Automation platform and related systems, share input on enhancement requests
• Review new professional services contracts and set up projects in internal systems with accurate schedule, resource plan, invoicing, and revenue recognition information
• Investigate and resolve questions from internal customers about contract terms, data updates, system changes, and billing adjustments
• Build and maintain regular reports and ad hoc analysis on project health, resource utilization, and financial forecasts, and point out trends worth acting on

What you need

• SQL
• SOP writing
• Excel
• Month-end close
• Tableau
• Reconciliation

Good to have

• ERP
• CRM
• Salesforce