Professional Services Operations Coordinator

Responsibilities

• Support the creation, review, and maintenance of sales quotes
• Support the onboarding of delivery consultants into select Client Vendor Management Systems “VMS systems”
• Build and maintain resource forecasts for the RMO
• Support the bidding and operational coordination of opportunities within a large client program and environment
• Monitor and maintain operational data integrity across systems and tools, while identifying opportunities for automation and workflow optimization to improve operational scalability
• Support resource scheduling and staffing coordination activities as needed
• Assist with identification and documentation of processes, process improvements, procedures, and operational playbooks, including evaluating automation opportunities to reduce manual effort and increase scalability
• Support special projects and other operational tasks as assigned
• Escalate operational issues appropriately and ensure leadership visibility for manager-level or higher concerns
• Provide timely responses and follow-through on operational requests, escalations, and cross-functional communications in a remote work environment

• Familiarity with cybersecurity services and technologies
• Curiosity and aptitude for leveraging automation, AI, low-code/no-code tools, and system integrations to streamline operational workflows and improve scalability
• 1-2+ years of experience in operations, professional services, resource management, sales operations, quote-to-cash, or related functions
• Experience with PSA, CRM, CPQ, ERP, or resource management platforms is a plus
• Experience with Salesforce, Certinia/PSA, Net Suite, or similar platforms
• Experience working in a technology services, consulting, or professional services environment preferred
• Understanding of professional services operations
• Familiarity with quote management and deal support processes
• Process improvement mindset with strong problem-solving capabilities
• Experience creating workflow diagrams and process documentation
• Experience leveraging AI tools such as OpenAI, Claude, or similar platforms to improve productivity, documentation, reporting and operational workflows
• Strong analytical and organizational skills with high attention to detail
• Proficiency with spreadsheets, reporting tools, and business systems
• Ability to manage multiple priorities in a fast-paced environment
• Strong communication and cross-functional collaboration skills
• Comfortable working with data, reporting, and operational workflows
• Strong task management and follow-through skills with the ability to drive activities to completion