Professional Services Operations Coordinator

We are seeking a highly organized and detail-oriented Professional Services Operations Coordinator to support the successful delivery of Professional Services engagements.

This role partners cross-functionally to coordinate operational workflows, maintain project systems, prepare operational reporting, and support consistent execution of service delivery processes across the organization.

The successful applicant will be someone who excels at maintaining order, enjoys ensuring team efficiency, and is dedicated to managing precise operational processes and data.

• Collaboration on Cross-Functional Delivery: Coordinate with departments including Sales, Implementation, Finance, and RevOps to manage operational tasks that support project success, such as routing projects, provisioning, and customer transition management.
• Sales-to-Implementation Readiness: Manage the handover of customers from the sales team to the delivery phase, ensuring all contractual obligations and deliverables are compliant before the project starts.
• Implementation-to-Success Handovers : Ensure a complete and consistent handover of implementation projects to Customer Success, including an audit of the implementation consultant's project closeout activities.
• Management of Operational Systems: Oversee the administration of Professional Services tools, such as Toggl and Asana, ensuring precise data entry and process compliance through project provisioning, template upkeep, user permissions management, and the systematic archiving of finished work.
• Operational Reporting: Prepare recurring operational reports and dashboards for Professional Services leadership, supporting visibility into delivery performance, capacity, utilization, backlog, and project health.
• Operational Standards & Documentation: Maintain process documentation, standard operating procedures, and operational playbooks to support consistent execution across the Professional Services organization.
• Financial Operations Support: Support Professional Services operations by maintaining metrics tracking and KPI reporting.
• Operational Automation & Tool Support: Utilize AI-enabled tools, workflow automations, and platform integrations to improve efficiency, reduce manual effort, and support accurate operational data.
• Data Quality Management: Audit operational data, project documentation, and delivery readiness across systems, coordinating timely corrections with appropriate stakeholders to maintain accurate project information and compliance with established standards.