Resource Coordinator (Professional Services)

It's fun to work in a company where people truly BELIEVE in what they're doing!

Job Description Summary:

Key Responsibilities

Assignment Management and Scheduling

• Collaborate closely with Project Managers, Delivery Managers, and the Project Management Office to align skills, availability, and project requirements.

• Own and maintain assignment records in Kantata SX, ensuring accurate roles, hours, capacity, and timelines.

• Support Project Managers and Delivery Managers in assigning resources based on skills and capacity matched to customer availability in daily or multi‑day time blocks.

• Become an expert in reconciling availability matches between project needs and consultant availability.

• Maintain clear visibility into resource availability by product area to maximize time to value.

• Proactively identify and resolve conflicts between resource assignments and milestone schedules; assess schedule and financial impacts when work must be reshuffled due to changing priorities, slippage, or resource attrition.

Forecasting, Revenue Recognition, and Month‑End Readiness

• Monitor delivery forecasts and assignment data in Kantata SX; investigate and reconcile discrepancies that affect delivery or financial accuracy.

• Reconcile assignment fidelity for month‑end processes to ensure accurate forecasting and reporting.

• Serve as a subject matter expert in revenue recognition processes, including how engagement structures, milestones, and acceptance drive recognition.

• Partner with CSE Operations and the Revenue Manager to maintain alignment between delivery plans and revenue expectations.

• Support period management and assignment management, including their relationship to time entry and revenue recognition for the Project Management Office.

• Contribute to dashboards and metrics such as utilization, assignment accuracy, forecast stability, and staffing velocity.

Delivery Backlog and Time‑to‑Value Acceleration

• Become an expert in the professional services delivery backlog; partner with Delivery Managers and Project Management Office leadership to identify opportunities to accelerate time to value.

• Partner with the Solutioning team to stay current on future resource requirements for pipeline projects and skill demand.

• Collaborate with Delivery Managers to anticipate when demand is likely to exceed capacity based on known pipeline and planned work; recommend mitigation options.

Data Quality, Integrity, and Governance

• Partner with the Sr. Director of the Project Management Office on delivery‑engagement data integrity across systems and reports.

• Ensure data quality by enforcing accurate skills, certifications, competencies, and assignment attributes in Kantata SX.

• Maintain system hygiene standards for time tracking and assignment updates; establish auditable records and traceability.

Cross‑Functional Collaboration and Escalation Awareness

• Act as a liaison between Project Management, Delivery, Solutioning, CSE Operations, and Revenue Management to ensure end‑to‑end staffing continuity.

• Support weekly resource review meetings, highlighting capacity gaps, conflicts, backfill risks, and soft bookings.

• Recognize patterns in scheduling conflicts or delivery delays and elevate risks promptly to leadership.

• Closely monitor working at risk engagements with Project Managers tracking all required conditions and approvals.

Requirements

Education & Desired Certifications

• Bachelor’s degree in Business, Operations, or a related field preferred

• Resource Management Certified Professional

• Certified Resource Planning Professional

• Certified Scrum Master

• Six Sigma certifications

• Information Technology Infrastructure Library

• Project Management Professional

Experience

• 3-5+ years in resource management, capacity planning, or operations within a professional services or consulting environment; experience in a software company is preferred.

• Hands‑on experience with a professional services automation platform; Kantata SX and Salesforce are strongly preferred.

• Strong understanding of professional services roles such as Project Managers, Consultants, Developers, Solution Architects, and Delivery Engineers.

• Deep understanding of forecasting logic, period management, assignment management, and how milestones, acceptance, and time entry influence revenue recognition and delivery outcomes.

• Familiarity with project lifecycles, staff planning, and principles of customer delivery success.

• Proficiency with Microsoft Excel, PowerPoint, and reporting tools for operational analysis and communication.

Skills & Competencies

Core Competencies

• Exceptional attention to detail and commitment to data accuracy and quality.

• Excellent communication, conflict resolution, negotiation, and adaptability skills.

• Proven ability to balance multiple demands and support diverse stakeholder needs.

• Strong analytical and problem‑solving abilities; comfortable making data‑informed staffing decisions.

• High degree of ownership, urgency, and collaborative working style.

Financial and Operational Acumen

• Strong understanding of revenue recognition principles.

• Experience in financial management, budgeting, and performance monitoring.

• Ability to analyze and address complex operational challenges.

Collaboration Network

• Shared Services CSE Leadership Team

• Shared Services CSE Solutioning

• Shared Services CSE Operations

• Business Unit Delivery Services Management Team

Information Security

Information security is everyone’s responsibility. A fundamental principle of information security at Rocket Software is that all individuals in the organization have a responsibility for the security and protection of company information and IT Resources over which they have control, according to their role.

Diversity, Inclusion & Equity

At Rocket we are committed to an inclusive workplace environment, where every Rocketeer can thrive by bringing their full selves to work. Being a Rocketeer means you are part of our movement to continually drive inclusivity, diversity and equity in our workforce.

What Rocket Software can offer you in USA:

• Unlimited Vacation Time as well as paid holidays and sick time

• Health and Wellness coverage options for Rocketeers and dependents

• Life and disability coverage

• Fidelity 401(k) and Roth Retirement Savings with matching contributions

• Monthly student debt benefit program

• Tuition Reimbursement and Certificate Reimbursement Program opportunities

• Leadership and skills training opportunities

EOE M/F/Vet/Disability. Rocket Software Inc. is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Rocket Software Inc. is also committed to compliance with all fair employment practices regarding citizenship and immigration status.

Rocket is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please call: 781-577-4321 or send an email to people@rocketsoftware.com. We will make a determination on your request for reasonable accommodation on a case-by-case basis.

As part of our commitment to a safe and trustworthy workplace, we include background and reference checks in our hiring process.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!