• Job Description

  Req#: 1123
  Professional Services Operations Analyst
  
  We've been forging digital transformation through the lens of Salesforce for 20+ years for 3,000+ customers across the globe. We are a Summit status, Marketing Cloud Full Stack Partner. We are a cross-cloud shop with an emphasis on Agentforce, Data Cloud, Loyalty Cloud Personalization, Intelligence, Marketing Cloud Engagement, Service Cloud, and Sales Cloud.
  
  We accomplish incredible digital transformation for our customers with incredible people. We've always held to the fact that talent trumps location, but culture trumps talent. We care about our people and we care about our customers.
  
  Job Summary
  We are seeking a Professional Services Operations Analyst to support both delivery analytics and day-to-day operational needs within a professional services organization. This role splits time between reporting and analysis, and hands-on operational support such as data maintenance, contributions for new business proposals, and compliance follow-ups. The ideal candidate has foundational experience, strong Excel and/or Google Sheets skills, and a desire to learn, grow, and take on increasing responsibility as the business evolves.
  
  Key Responsibilities
  
  Reporting & Analytics (approximately 50%)
  
  • Use Salesforce and other data-driven platforms to build and maintain reports and dashboards
  • Support recurring reporting on project status, delivery metrics, and operational KPIs
  • Analyze delivery performance such as utilization, capacity, and project health
  • Identify trends, risks, and improvement opportunities
  
  Operational Support (approximately 50%)
  
  • Perform administrative data inputs and updates in Salesforce and related systems
  • Track and follow up on compliance-related tasks (e.g., project setup, time entry, documentation)
  • Support delivery and operations teams with day-to-day coordination and data accuracy
  • Help standardize and improve operational processes and workflows
  
  Knowledge, Skills and Abilities
  
  Required Qualifications
  
  • ~2 years of experience in operations, analytics, or a professional services environment
  • Proficiency in Microsoft Excel and/or Google Sheets (formulas, pivot tables, analysis)
  • Basic understanding of the professional services delivery and project-based business model
  • Experience with Salesforce for reporting, data entry, or operational support (a plus)
  • Ability to work independently while knowing when to ask questions or escalate issues
  • Strong attention to detail, organizational skills, and analytical mindset
  
  Preferred Attributes
  
  • Comfort working across Delivery, Sales, and Finance teams
  • Curiosity and willingness to learn new tools, processes, and business concepts
  • Proactive, dependable, and improvement-oriented approach
  • Quick learner ready to make a difference in a growing business environment
  
  What We Offer:
  
  • Competitive salary and performance-based incentives
  • Comprehensive benefits package, including health, dental, and vision insurance
  • Opportunities for professional development and career growth
  • A collaborative and inclusive work environment
  
  Why You Should Join Us:
  
  • 100% CEO approval on Glassdoor
  • Small but mighty team of ~150 Engagers
  • Values that drive us: Be Great at What You Do, Be Growth Oriented, Be a Team Player, Own It
  • Currently 100% remote work arrangements
  
  If you're interested, so are we! Send your resume our way, and we'll contact you for a phone interview if you meet qualifications
  
  We are an equal opportunity employer and love diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, or disability status.

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