Partner with Finance on revenue recognition readiness (T&M vs. fixed fee), WIP, backlog, and DSO impacts.
Ensure accurate and timely time entry, expense submission, and milestone completion for invoicing.
Own supply/demand planning, role forecasting, and staffing requests across projects and pre‑sales.
Track utilization (billable, productive, and bench) and recommend hiring or contractor backfills.
Maintain skills inventory and help route the right resources to the right work.
Setup initial PSA system and ensure data accuracy and process compliance in PSA and CRM.
Define and enforce a services data dictionary (project stages, fields, picklists, SLAs); build automation and QA checks.
Translate SOWs into deliverable work plans with budgets, schedules, and resourcing assumptions.
Partner with Sales Ops to ensure opportunity handoff completeness and clean project creation; align with Finance on billing cadence and margin targets.
Create and maintain process documentation, standardize SOW templates, project plans, and reporting packs; train PMs/consultants on operational best practices.
Analyze trends to reduce delivery risk and improve throughput; lead pilots for new tools or process changes and scale successes.
Requirements
4+ years in Delivery Operations, PS Operations, Consulting Operations, or Revenue/Services Ops at a SaaS, PaaS, or services org.
Proficiency with Salesforce and PSAs; comfort administering objects, reports, and workflows.
Strong analytical skills; expert in spreadsheets; familiarity with BI tools (e.g., Looker, Tableau) and basic SQL a plus.
Understanding of project accounting (fixed fee vs. T&M, margin, WIP, backlog, DSO, rev-rec readiness).
Process design and change management skills; able to turn ambiguity into standard operating procedures.
Excellent communication and stakeholder management; comfortable influencing without authority.
High attention to detail, ownership mindset, and bias for action.
Ability to be within commuting distance of San Francisco office and work in-office 3 days per week.
Nice to have: Experience launching or restructuring PSA processes during high growth; prior hands-on PM/consulting experience on enterprise projects; familiarity with AI/ML or data platform implementations; experience with FinancialForce/Certinia PSA; familiarity with Google Workspace, Jira/Asana, Confluence/Notion.
Benefits
Competitive salary and benefits package, including equity options and healthcare.
Opportunity to work at a mission-driven AI startup that is transforming how Fortune 500 companies operate.
Fast-paced, dynamic work environment where contributions directly impact the company’s success.
Collaborative culture that values professional growth and encourages taking on new responsibilities.
Exposure to cutting-edge AI technologies and the opportunity to support a world-class team.
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