Serve as the primary bridge between global professional services operations and executive leadership
Transform complex business requirements into automated system workflows that impact revenue recognition and resource forecasting
Design and configure scalable Kantata SX workflows that simplify project delivery, resource planning, and client onboarding processes
Build and maintain high-visibility dashboards to track Billable vs. Non-Billable utilization across global teams in EMEA, Americas, and O&PS
Perform deep-dive margin analysis to identify financial "leakage" and provide actionable recommendations to improve project performance
Develop sophisticated resource demand reports that empower Directors of Implementation to make data-driven hiring decisions
Lead the migration of manual, "off-system" processes into Kantata to drive global efficiency and eliminate reliance on external trackers

5+ years of experience as a Business Analyst
At least 3 years of direct experience managing both Salesforce and Kantata (Mavenlink/SX)
Strong technical command of Salesforce configuration, including custom objects, flows, and validation rules
Proven ability to translate complex technical system constraints into clear, actionable guidance for non-technical stakeholders
High proficiency in Excel for data modeling and experience with process mapping tools like Lucidchart or Visio
Bonus Points For Experience working within an AECO (Architecture, Engineering, Construction, and Operations) environment
Familiarity with BI tools such as Tableau, PowerBI, or Kantata’s native Insights/Looker-based reporting
Basic understanding of SaaS accounting principles, including Revenue Recognition, COGS, and WIP.

Operations Analyst

Key skills