Professional Services Operations Coordinator

Accountabilities:

• • Coordinate cross-functional delivery workflows across Sales, Implementation, Finance, RevOps, and related teams, including project routing, provisioning, and customer transitions.
  • Manage sales-to-implementation handoffs, verifying contractual requirements, deliverables, and operational readiness before projects begin.
  • Coordinate implementation-to-Customer Success handoffs, reviewing project closeout activities to ensure information and documentation are complete and consistent.
  • Administer Professional Services systems and tools, including project provisioning, templates, user permissions, data maintenance, and archiving.
  • Prepare recurring reports and dashboards covering delivery performance, capacity, utilization, backlog, project health, and other operational KPIs.
  • Maintain standard operating procedures, process documentation, and operational playbooks to promote consistent execution across the organization.
  • Support financial and operational tracking by maintaining accurate metrics and KPI data.
  • Identify opportunities to improve workflows through AI-enabled tools, automation, integrations, and other technology solutions.
  • Audit project and operational data, identify discrepancies, and coordinate timely corrections to maintain data integrity and compliance with established processes.

  Requirements:

  • 3–5 years of experience in Professional Services Operations, Delivery Operations, Project Coordination, or a comparable operational role, preferably within a SaaS or technology organization.
  • Strong experience working with CRM and project management platforms, particularly Salesforce, Toggl, Asana, and/or Professional Services Automation (PSA) systems.
  • Proficiency with Google Sheets or Microsoft Excel, including capacity tracking, SLA reporting, dashboards, and operational reporting.
  • Demonstrated ability to manage recurring operational responsibilities independently while maintaining high standards of data accuracy and meeting deadlines.
  • Strong communication and interpersonal skills, with the ability to collaborate effectively with stakeholders across multiple business functions.
  • Proven ability to coordinate several cross-functional initiatives simultaneously while remaining organized, detail-oriented, and process-focused.
  • Experience producing operational reports and maintaining reliable data that supports leadership decision-making.
  • A proactive, self-starting mindset and willingness to identify process improvements rather than simply follow existing workflows.
  • Comfort working in a technology-driven environment and using automation or AI tools to improve operational efficiency is highly valuable.

  Benefits:

  • Annual salary range of $78,026–$98,000, with starting compensation determined by factors including experience, education, certifications, technical and non-technical skills, market conditions, and business expertise.
  • Potential eligibility for individual or organizational performance-based incentive programs.
  • Fully remote work environment with a work-from-home stipend.
  • Employee Share Ownership Plan (ESOP), providing an opportunity to own a stake in the organization.
  • Comprehensive health benefits.
  • Mental health support through Spring Health.
  • 401(k) contribution matching.
  • Paid parental leave.
  • Commuter reimbursement program.
  • 20 PTO days, plus study assistance, celebration days, volunteering opportunities, and additional leave options.
  • Opportunities to participate in global working groups focused on collaboration, belonging, and connection.
  • An inclusive and diverse workplace that values different perspectives, skills, and backgrounds.
  • Opportunity to work in an increasingly AI-native environment and use modern tools to improve how work gets done.