Professional Services Operations Specialist

Job Description

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 Delivery and the Revenue Operation teams to build operational and financial excellence.

As a Professional Services Operations Specialist, you’ll own and manage escalations of our Professional Services Automation tool. 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 to our Manager of Professional Services Operations and will be based in our Carpinteria, CA, Austin, TX, San Diego, CA offices or remote. We’re looking for someone to join us immediately.

What you’ll do:

• Serve as the point person for the Manager of PS Operations on all data points relating to Professional Services Delivery

• Ensure 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. Help to drive on-time and on-budget delivery of Procore's Professional Services

• Be an expert on the use of our PSA System and maintain ownership of report production as needed

• Provide ad hoc support with setting up, preparing and structuring meetings/projects as required

• concepts with an ability to balance multiple prioritiesCreate documentation and presentations to support Client Services Leaders for meetings, org charts, communities, account health, etc.

• Provide subject matter expertise for operational systems used to support Professional Services

  • Able to answer 80% of questions in real-time and without escalation

  • For complex 20% of queries, ability to quickly understand the question, request info from relevant stakeholders and feedback the correct answer, with limited misunderstandings

• Project manage departmental projects requiring coordination across revenue teams.

What we’re looking for:

• 5+ years experience in operations, professional services, or project management role

• Experience within Professional Services at a SaaS company, Deep knowledge of Certinia PSA and Salesforce

• Prior project management experience and an understanding of the project lifecycle

• Solid knowledge of how to use Excel and PowerPoint with proficiency in Google Suite or equivalent

• Detail-oriented with strong analytical and problem-solving skills and a keen desire to continually learn and grow

• Bias for action and taking a proactive approach to identifying gaps and areas of opportunity

• BA/BS degree or equivalent practical experience

• Proven experience in providing services in support of internal stakeholders to achieve successful project outcomes

• Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities

Additional Information

Base Pay Range $90,360 - $124,245. Eligible for Equity Compensation. Procore is committed to offering competitive, fair, and commensurate compensation, and has provided an estimated pay range for this role. Actual compensation will be based on a candidate’s job-related skills, experience, education or training, and location.

Perks & Benefits

At Procore, we invest in our employees and provide a full range of benefits and perks to help you grow and thrive. From generous paid time off and healthcare coverage to career enrichment and development programs, learn more details about what we offer and how we empower you to be your best.

About Us

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.

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