Professional Services Strategy & Operations Manager

About the role

We’re looking for a PS Operations Manager to play a pivotal role in scaling our Services organization and driving operational excellence across strategic program execution, systems, and reporting. This is a high‑impact, highly visible role where you’ll partner closely with PS leadership, streamline back‑office processes, and build the systems and insights that enable our teams to deliver with efficiency and profitability.

• Be the operational backbone for key Professional Services programs, including monetization initiatives, investment management, credits, and customer outcome tracking.
• Improve team efficiency by streamlining workflows, reducing manual effort, and enhancing productivity.
• Implement automations and AI solutions that eliminate repetitive tasks and create more time for customer‑facing work.
• Collaborate with Salesforce administrators to optimize and scale PS systems.
• Support and improve core PS administrative operations, including month‑end procedures, expense management, revenue tracking and forecasting, partner costs, and ROI analysis.
• Maintain and evolve our reporting suite to ensure PS leadership has accurate, real‑time visibility into spend, forecasts, delivery performance, and customer outcomes.
• Partner with Finance and Rev Ops to align PS financial planning and reporting with broader company goals.
• Conduct deep‑Dive analyses on margins, revenue, costs, program performance, and customer trends, delivering timely insights for leadership.
• Act as the go‑to resource for all PS‑related systems, processes, and analytics questions.

• A builder’s mindset, with the ability to direct the configuration and evolution of systems like Certinia and Salesforce to support a scaling PS org.
• Curiosity and analytical strength, with a knack for uncovering drivers of revenue, spend, and customer outcomes, systematically turning data into actionable insights.
• A passion for efficiency, using automation, AI solutions, and process improvements to streamline workflows and reduce overhead.
• A strong focus on accuracy and data integrity, ensuring leadership can rely on your metrics and forecasts.
• The ability to collaborate closely with executives, supporting their strategy while also contributing your own insights to shape it.
• Clear communication and a collaborative spirit, making you a trusted partner across PS, Finance, and Sales.
• Expertise in Google Sheets and Google Slides, with a working knowledge of SQL to update existing queries.
• 4+ years of experience in operations within enterprise software.

• Complete autonomy with Tableau reporting and SQL
• Knowledge of AI automation platforms (Claude, N8N, …)