Project Operations Manager

KiZAN Technologies is a premier Microsoft Gold Partner and elite provider of Professional and Managed Services. The Project Operations Manager serves as a critical operational bridge between Project Management and Accounting, ensuring projects are structured correctly and governed consistently while maintaining data integrity within the Professional Services Automation platform.

Responsibilities:

• Own end-to-end project setup in Salesforce PSA, translating SOWs and contract terms into accurate project structures, budgets, rates, and billing configurations
• Establish and maintain project governance standards, including templates, controls, and operational best practices
• Ensure projects are billing- and revenue-ready prior to kickoff, reducing downstream rework and financial risk
• Partner with Project Managers to align delivery plans with system structure and financial expectations
• Serve as the internal subject matter expert for Salesforce PSA, supporting Project Managers, delivery leaders, and Accounting
• Maintain ongoing PSA data hygiene including time and expense accuracy, WIP, unbilled revenue, billing caps, and project health indicators
• Monitor project financial performance and proactively surface risks and anomalies
• Support continuous improvement of PSA workflows, reporting, training, and usability as the organization scales
• Motivate project teams to work collaboratively and efficiently
• Mitigate team conflicts and communication problems
• Maintain awareness of team workload and performance while fostering accountability
• Lead pre-billing readiness reviews to ensure invoices are accurate, supported, and compliant with contract terms
• Partner with Project Managers to resolve billing exceptions, change orders, and scope impacts prior to invoicing
• Serve as the primary operational liaison between Project Management and Accounting for billing, WIP, and revenue coordination
• Support month-end close activities by providing accurate project status, reconciliation inputs, and operational insights
• Produce and maintain services operational reporting including WIP aging, unbilled revenue, margin performance, and billing readiness
• Ensure PSA processes and project data support SOC 2 control requirements such as access controls, change management, and audit trails
• Partner with Compliance, Finance, and IT to support SOC 2 evidence collection related to project delivery, billing, and revenue processes
• Identify operational gaps or control weaknesses and recommend process improvements to strengthen compliance and scalability

Requirements:

• 5+ years of experience in project operations, services operations, PMO, or professional services finance
• Strong working knowledge of Professional Services Automation (PSA) tools, ideally Salesforce PSA
• Experience supporting T&M and Fixed Fee delivery models, including milestones, progress billing, and WIP
• Solid understanding of project financials, including budgets, margin, unbilled revenue, and billing controls
• Demonstrated ability to collaborate across delivery, finance, compliance, and leadership teams
• High attention to detail with a strong systems, process, and control-oriented mindset
• Excellent written and verbal communication skills
• Experience in a consulting firm, MSP, or professional services organization
• Hands-on involvement in SOC 2 Type I or Type II audits or audit-readiness initiatives
• Familiarity with revenue recognition concepts and accounting system integrations