Demonstrates strong proficiency in managing project data across multiple systems, including Salesforce, Toggl, and Excel, while ensuring data quality and accuracy. Capable of supporting project managers and finance teams through effective communication and adherence to standard operating procedures.

Highest-signal resume keywords

Excel Data ManagementSalesforce Opportunity ManagementSOP AdherenceData Quality AssuranceRemote Communication

About the role

Key responsibilities & impact

Run the Opportunity Closeout process, translating closed Salesforce opportunities into active projects in Toggl, Excel, and Notion
Use judgment on whether deals are new projects or additions to existing projects, escalating when appropriate
Close completed projects across multiple systems
Resolve missing or conflicting information with Sales, Contracts, Finance, and consulting teams
Support project managers with time-entry-tool changes, including adding hires to projects and moving time entries
Maintain accurate project, client, and people data across internal tools and datasets
Update data when employees are hired or move teams
Make bulk data changes, including CSV uploads, and run weekly data-quality checks
Perform weekly and monthly maintenance SOPs, including project-data, people-data, and system-backup checks
Participate in closeout, kickoff, and renewal conversations; track action items and align systems with team expectations
Support month-end close with Finance and directors, including pre-invoicing preparation and project-data updates feeding invoicing
Take on recurring manual work across Biz Ops, Finance, Sales, and Consulting and document it as SOPs
Refine SOPs and identify bottlenecks and blockers

Requirements

What you’ll need

Strong spreadsheet skills, including Excel lookups, filters, pivot tables, and cleaning and uploading CSV files
Experience in an onboarding process for employees, clients, or projects
Experience following SOPs with precision
Experience with SaaS business tools, such as Salesforce, time-tracking tools, and Notion
Ability to make reasoned judgments in ambiguous situations and know when to escalate
Clear written English and strong remote communication
Comfort with AI tools and checking AI-generated output before relying on it
Preferred: experience in professional services such as consulting, legal, accounting, architecture and engineering, IT services, marketing, or similar
Preferred: familiarity with billable time, backlog, and invoicing
Preferred: experience working in or alongside a finance team on invoicing or recurring financial reporting
Preferred: experience maintaining data quality in Excel
Responsive, innovative, entrepreneurial, empowered, performance-driven, accountable, even-tempered, and coachable

Benefits

Comp & perks

Competitive compensation
Health insurance
401k with employer match
Flexible PTO
Remote work
Philanthropic Matching Gift Program
Flexible work arrangements
Various career development opportunities
Employee resource groups
Great Place to Work certification
Inc. Best Workplaces recognition
AYA Award recognition for promoting equality and positive change for women in technology

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Spreadsheet SkillsCSV File ManagementData EntryProject ManagementTime Tracking Tools

Soft Skills

Judgment in Ambiguous SituationsResponsivenessInnovative ThinkingAccountabilityCoachable Attitude

Tools & Technologies

SalesforceTogglExcelNotionAI Tools

Industry Keywords

Professional ServicesConsultingInvoicingBillable TimeFinance Team Collaboration