Onsite Operational Business Partner, Professional Services

Posted 2 days ago

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About the role

  • Strategic advisor for Professional Services ensuring utilization and operational excellence. Bridging gaps between Customer Experience Operations and Professional Services organization.

Responsibilities

  • Act as a strategic advisor to the Professional Services organization
  • Ensure Professional Services and Customer Onboarding teams are highly utilized
  • Monitor execution of PS KPIs including TTV, Utilization, project margins, CSAT, and deployment success
  • Identify bottlenecks in the customer lifecycle and support implementation of streamlined workflows
  • Serve as the primary point of contact between Professional Services leadership and CX Operations delivery teams

Requirements

  • 5+ years in Professional Services, project management, or CX/Sales Operations
  • Bachelor’s degree in Business, Finance, Operations, or a related field
  • Proficiency in CRM platforms (preferably Salesforce) and Professional Services Platforms (e.g. Kantata)
  • Direct experience in Construction or Engineering SaaS is highly preferred
  • Ability to analyze customer data, project progression, and health scores
  • Exceptional "soft skills" to challenge senior stakeholders and manage conflicting priorities across departments

Benefits

  • Medical
  • Dental
  • Vision
  • Life
  • Disability
  • Time off plans
  • Retirement plans
  • Tax savings plans for health
  • Dependent care and commuter expenses
  • Paid Parental Leave
  • Employee Stock Purchase Plan

Job title

Operational Business Partner, Professional Services

Job type

Experience level

Mid levelSenior

Salary

$122,500 - $168,400 per year

Degree requirement

Bachelor's Degree

Location requirements

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