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
Requirements
- 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, NetSuite, 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
Professional Services Operations Coordinator Arbeitgeber: Jobtailor
Als Global Director B2B – Business Development bei uns profitieren Sie von einer dynamischen und innovativen Arbeitsumgebung, die auf Zusammenarbeit und Kreativität setzt. Wir bieten Ihnen nicht nur attraktive Vergütungsmodelle und umfassende Weiterbildungsmöglichkeiten, sondern auch die Chance, in einem internationalen Team zu arbeiten, das Vielfalt und persönliche Entwicklung fördert. Unsere Unternehmenskultur legt großen Wert auf Flexibilität und Work-Life-Balance, sodass Sie Ihre Karriereziele in einem unterstützenden Umfeld erreichen können.
