Professional Services Operations Manager improving operating systems in the AI business planning platform. Overseeing operational management, financial processes, and systems optimization.
About the role
- Operations Coordinator at veritree supporting tree forecasting and order fulfillment processes. Collaborating with various departments to optimize workflows and maintain accurate reports on tree planting.
Responsibilities
- Collaborate with our Field Operations and Customer Success teams to optimize and document our customer order fulfillment process and ensure all key customer timelines are met.
- Develop and deploy a process to accurately track aging inventory and create dashboards to communicate statuses to relevant teams.
- Work with Revenue Operations team to understand forward looking revenue forecasts across current customer base.
- Translate revenue forecasts into tree planting forecasts by location, site, tree type, or whatever relevant vector.
- Translate customer orders into monthly, quarterly, or annual planting purchase orders and coordinate execution with planting partners.
- Add contracts into database and review for accuracy.
- Maintain accurate reporting against tree planting, tree verification, and tree allocation.
- Identify problems or opportunities ahead of time and proactively find solutions or build strategies.
- Assist to document and implement workflows and communicate with relevant stakeholders - both internal and external.
- Assist with the development and implementation of standard operating procedures (SOPs) to improve efficiency.
- Identify bottlenecks or inefficiencies in workflows and propose improvements.
- Assist in the preparation of reports, spreadsheets, and documents in order to advise Field Operations teams on the tree planting needs (ie. where planting partners are falling behind).
- Assist with maintaining & updating spreadsheets to ensure accurate records of operational and sensitive financial data.
- Assist with tree order data management within platform.
Requirements
- 1-3 years of experience in a similar role
- Strong organizational and multitasking skills
- Excellent proficiency in Excel and/or Google Sheets
- Proficiency in office software (e.g., Microsoft Office, Google Workspace, etc.)
- Experience with NetSuite, HubSpot or other ERPs/CRMs is an asset.
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
Benefits
- Competitive salary with a performance-driven framework that ensures fair and consistent compensation reviews, tied to individual impact and business growth
- Extended health, dental, and vision benefits
- Additional Health Spending Account (HSA) / Lifestyle Spending Account (LSA) to support your well-being and lifestyle interests
- A variety of time-off programs, including vacation, personal days, and a 4-week remote work program each year
- Employee discount with tentree, our sister company
- A flexible, hybrid work environment designed for collaboration and focus-driven impact
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