About this role

Act as a strategic advisor to the Professional Services organization
Ensure Professional Services and Customer Onboarding teams are highly utilized
Monitor execution of PS KPIs including TTV, Utilization, project margins, CSAT, and deployment success
Identify bottlenecks in the customer lifecycle and support implementation of streamlined workflows
Serve as the primary point of contact between Professional Services leadership and CX Operations delivery teams

5+ years in Professional Services, project management, or CX/Sales Operations
Bachelor’s degree in Business, Finance, Operations, or a related field
Proficiency in CRM platforms (preferably Salesforce) and Professional Services Platforms (e.g. Kantata)
Direct experience in Construction or Engineering SaaS is highly preferred
Ability to analyze customer data, project progression, and health scores
Exceptional "soft skills" to challenge senior stakeholders and manage conflicting priorities across departments

Operational Business Partner, Professional Services

Key skills