Professional Services Operations Coordinator

Added
5 minutes ago
Type
Full time
Salary
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salesforce google sheets asana excel psa
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๐Ÿ“‹ Description

  • Coordinate cross-functional delivery with Sales, Implementation, Finance, and RevOps
  • Manage handover of customers from Sales to Delivery; ensure compliance
  • Oversee handover to Customer Success; audit project closeout
  • Administer Professional Services tools (Toggl, Asana); ensure data entry and permissions
  • Prepare recurring operational reports and dashboards for leadership
  • Maintain SOPs and playbooks for consistent execution

๐ŸŽฏ Requirements

  • 3โ€“5 years in Professional Services Ops, Delivery Ops, or similar
  • Experience with CRM/PM software: Salesforce, Toggl, Asana, PSA systems
  • Proficiency in Google Sheets or Excel; capacity trackers and SLA reporting
  • Autonomous self-starter; strong data integrity and deadlines
  • Excellent communication and stakeholder engagement; data compliance
  • Ability to coordinate multiple initiatives with attention to detail

๐ŸŽ Benefits

  • Flexible work policy and WFH stipend
  • Employee Share Ownership Plan (ESOP)
  • Paid parental leave
  • 401k matching
  • Mental health support with Spring Health
  • Comprehensive health benefits
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