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Professional Services Operations Manager - Remote

Posted 8 weeks ago
Project Management
Full Time
CA, USA

Overview

We are looking for an experienced Professional Services Operations Manager to join our growing global Professional Services team. A Workato Operations Manager is essential to the growth of our business and plays an integral role in helping our organization scale.

In Short

  • Act as business partner and process improvement leader for the Professional Services organization.
  • Serve as the Professional Services Automation (PSA) system administrator.
  • Manage day-to-day operations of the PSA system (Certinia/FinancialForce).
  • Implement new workflows and process improvements.
  • Provide thought leadership via dashboards and reporting.
  • Own all Professional Services reporting and data analysis tools.
  • Manage resource allocation and capacity planning.
  • Conduct audits of Salesforce data for operational excellence.
  • Assist with professional services forecasting and planning.
  • Oversee monthly billing and revenue recognition reviews.

Requirements

  • 7-10+ years of experience with professional services resource management.
  • 3+ years as a system administrator for a PSA system.
  • Experience with Certinia and Salesforce preferred.
  • Proven track record of creating reports and dashboards.
  • Strong communication skills for technical and business stakeholders.
  • Ability to work in US time-zones.

Benefits

  • Flexible, trust-oriented culture.
  • Dynamic work environment.
  • Opportunities for professional growth.
  • Comprehensive benefits package.

Workato

Workato

Workato is a leading enterprise orchestration platform that simplifies technology complexity into business opportunities. With a focus on connecting data, processes, applications, and experiences, Workato empowers organizations of all sizes to streamline operations and enhance efficiency through its AI-powered solutions. Trusted by a community of 400,000 global customers, the company fosters a flexible and innovative culture, encouraging team collaboration and personal ownership. Workato is recognized for its rapid growth and commitment to employee well-being, making it a top choice for professionals seeking a dynamic work environment.

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