We're looking for a Professional Services Operations Specialist to join as a core member of Procore's Professional Services (PS) team. In this role, you'll partner with Customer Success, Sales, and other Revenue Operation teams to build operational and financial excellence while efficiently delivering services to our Enterprise clients.
As a Professional Services Operations Specialist, you'll own and manage escalations of our automation system. You'll undertake ad hoc analysis as required, including the manual creation of documents. You'll motivate the team using appropriate tools and techniques to increase commitment to the program objectives. Successful candidates are passionate about prioritizing the customer at the heart of decision-making.
This position reports into our Director of Professional Services and can be based remotely in the US. We're looking for someone to join us immediately.
What you'll do:
Serve as the point person for Senior Manager, Engagements on all data points relating to Professional Services
Ensure data mart, PSA System, and other data sources are correct; identifying and correcting errors ahead of a review by the leadership team
Ensure weekly completion of timesheets and forecasting process identifying and highlighting patterns in data, indicating focus areas for delivery teams
Be an expert on the use of our PSA System system and maintain ownership of report production
Provide ad hoc support with setting up, preparing, and structuring meetings/projects as required
Drive on-time and on-budget delivery of Procore's Professional Services
Create documentation and presentations to support Client Services Leaders for meetings, org charts, communities, account health, etc.
Be a Subject Matter Expert in the operational systems used to support Professional Services (i.e., able to answer 80% of questions in real-time and without escalation, answer 20% of complex queries, to understand the question quickly, request info from relevant stakeholders, and provide feedback with limited misunderstandings)
What we're looking for:
BA/BS degree or equivalent practical experience; MA/MS/MBA degree a plus
3+ years experience in operations, professional services, or project management role
Experience within Professional Services at a SaaS company, Deep knowledge of Professional Services Automation Software and Salesforce
Proven experience in providing services in support of internal stakeholders to achieve successful project outcomes
Looker reporting expert or relevant experience with data visualization software
Detail-oriented with strong analytical and problem-solving skills and a keen desire to continually learn and grow, Advanced user of Excel and PowerPoint with proficiency in Google Suite or equivalent
Enjoy working with multiple stakeholders at different levels and engaging groups in new concepts
Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities
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Procore Technologies is building the software that builds the world. We provide cloud-based construction management software that helps clients more efficiently build skyscrapers, hospitals, retail centers, airports, housing complexes, and more. At Procore, we have worked hard to create and maintain a culture where you can own your work and are encouraged and given resources to try new ideas. Check us out on Glassdoor to see what others are saying about working at Procore.
We are an equal opportunity employer and welcome builders of all backgrounds. We thrive in a diverse, dynamic, and inclusive environment. We do not tolerate discrimination against employees on the basis of age, color, disability, gender, gender identity or expression, marital status, national origin, political affiliation, race, religion, sexual orientation, veteran status, or any other classification protected by law.
Perks & Benefits
You are a person with dreams, goals, and ambitions—both personally and professionally. That's why we believe in providing benefits that not only match our Procore values (Openness, Optimism, and Ownership) but enhance the lives of our team members. Here are just a few of our benefit offerings: generous paid vacation, employee stock purchase plan, enrichment and development programs, and friends and family events.