Professional Services Operations Coordinator

📋 Description

• Coordinate cross-functional delivery workflows across Sales, Implementation, Finance, RevOps, and
• Manage sales-to-implementation handoffs and verify requirements before projects begin.
• Coordinate handoffs to Customer Success and review closeout activities for complete documentation.
• Administer Professional Services systems, templates, permissions, data maintenance, and archiving.
• Prepare recurring reports and dashboards on delivery performance and KPIs.
• Identify opportunities to improve workflows with AI-enabled tools and automation.

🎯 Requirements

• 3–5 years of experience in Professional Services Operations, Delivery Ops, or similar roles in
• Strong experience with CRM and project management: Salesforce, Toggl, Asana, and/or PSA systems.
• Proficiency in Google Sheets or Excel for capacity, SLA, and operational reporting.
• Proven ability to manage recurring responsibilities independently with high data accuracy.
• Excellent communication and collaboration across multiple business functions.
• Detail-oriented, process-focused, able to coordinate multiple initiatives simultaneously.

🎁 Benefits

• Annual salary range $78,026–$98,000 (USD).
• Fully remote work with work-from-home stipend.
• Employee Stock Ownership Plan (ESOP) and comprehensive health benefits.
• Mental health support, 401(k) with matching, and paid parental leave.
• Paid time off plus study and volunteering opportunities.