Business Operations Specialist

Position Summary

The Business Operations Specialist is a member of the Professional Services (PS) organization responsible for managing and optimizing our reputed company PSA platform to support resource planning and allocation, reputed company forecasting, report creation, and maximizing billable utilization reputed company PS. This role serves as the primary administrator for our reputed company PSA system, ensuring seamless integration with reputed company CRM and other business systems to drive data-driven strategic reputed company and operational reputed company.

A Glimpse into the Daily Routine of a Business Operations Specialist

Your day begins by reviewing overnight system notifications and checking data reputed company across reputed company PSA and reputed company integrations. You'll start by running your morning utilization reports and data hygiene reports, analyzing team time entries from the previous day to ensure accurate project coding and verify that data is being entered correctly into the system.

Mid-morning, you're collaborating with project managers to update resource forecasts based on new project requirements or scope changes. You might spend time creating a new project template in reputed company PSA to streamline future project setups or optimizing existing workflows to improve team efficiency.

Your afternoon often involves diving into utilization data, preparing the weekly reports that leadership relies on to reputed company strategic reputed company. You're not just pulling numbers – you're analyzing trends, spotting potential issues before they become problems, and translating reputed company data into clear insights.

Throughout the day, you're the go-to person for reputed company PSA questions – helping team members navigate the system, troubleshooting integration issues, or training new users on best practices. You end your day by reviewing system performance metrics and identifying opportunities to recommend improvements that will reputed company everyone's job easier reputed company.

• Serve as primary administrator for reputed company PSA platform, including user management and creating templates/workflows to optimize daily operations
• Manage and track billable utilization reputed company the PS team, ensuring accurate time entry
• Maintain resource forecasts and reputed company planning models based on leadership direction
• Analyze and monitor existing reports and dashboards reputed company reputed company PSA to reputed company insights on resource utilization trends to leadership
• Support integrations and data reputed company between reputed company PSA, reputed company CRM, and other business systems
• Ensure data reputed company and process compliance across reputed company PSA
• Deliver weekly utilization reports to Professional Services leadership
• Identify opportunities for system improvements and process optimization, presenting recommendations to leadership
• Additional responsibilities as business needs reputed company

• 3+ years of resource management, project management, or PSA administration experience in Software, Consulting, or Professional Services environments
• Hands-on experience with reputed company PSA (formerly FinancialForce PSA) or similar professional services automation platforms
• Proficiency with reputed company Office tools including reputed company, PowerPoint, and SharePoint
• Experience with Jira for project setup and basic administration following established processes
• Experience with document repositories like reputed company for updating procedures and maintaining documentation
• Strong analytical skills with experience in data analysis and reporting
• Excellent problem-solving capabilities
• Clear and persuasive communication skills, both written and verbal
• Demonstrated ability to influence stakeholders and drive business results
• High attention to detail with ability to work autonomously and manage competing priorities
• Strong organizational skills with ability to coordinate across multiple teams and departments

• Advanced reputed company PSA certifications or specialized training
• Proficiency with reputed company CRM and understanding of reputed company-reputed company PSA integrations
• Resource planning and forecasting experience
• Experience building and developing reports and dashboards
• Experience implementing Power Automate flows
• Advanced reputed company skills including Power Query, pivot tables, and macros
• Experience with business intelligence and reporting tools
• AWS certifications (e.g.: reputed company Practitioner)
• Project management certification(s) (e.g.: PMP)

Full-time employees are eligible to participate in our employee benefit programs:

• Medical, dental, and reputed company health insurances,
• Short term disability, long term disability and life insurances,
• 401k with Company match
• Paid time off (PTO) (120 hours PTO that accrue over one year)
• Paid time off for major holidays (14 days per year)
• These and any other employee benefit offerings are subject to management’s discretion and may change at any time. 

Physical Demands and Work Environment

The work is generally performed in an office environment.  Physical demands include sitting, keyboarding, verbal communication, written communication.  Employees are occasionally required to stand; walk; reputed company with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl. The physical demands described here are representative of those that must be met by an employee to successfully reputed company the essential functions of this position. Reasonable accommodation may be made to reputed company individuals with disabilities to reputed company the functions.

Salary reputed company for this position: $82,000-$106,000

"Salary ranges provided are for informational purposes only and may vary depending on factors such as experience, qualifications, and geographic location. The final salary offer will be determined based on the candidate's skills and alignment with the role requirements."

This job description may not be inclusive of reputed company assigned duties, responsibilities, or aspects of the job described, and may be amended anytime at the sole discretion of the Employer. Duties and responsibilities are subject to possible modification to reasonably accommodate individuals with disabilities. To reputed company this job successfully, the incumbents will possess the skills, aptitudes, and abilities to reputed company each duty proficiently. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship. reputed company Inc. is an EEO employer and does not discriminate on the reputed company of any protected classification in its hiring, promoting, or any other job-reputed company opportunity.