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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Professional Services Automation (PSA) implementation and optimization, with strong analytical capabilities to translate operational data into actionable insights. Proven ability to design scalable operational processes and support cross-functional initiatives within technology organizations.
Highest-signal resume keywords
Professional Services Automation (PSA)Salesforce Operational ExperienceAdvanced Power BI AnalysisOperational Process DesignJira for Operational Tracking
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Professional Services Automation (PSA)SalesforcePower BIJiraOperational Process DesignData AnalysisKPI EstablishmentFinancial ForecastingSystem ImplementationChange Management
Soft Skills
Analytical SkillsProblem-SolvingCommunication SkillsInfluencing Without AuthorityCollaboration
Tools & Technologies
SalesforcePower BIJiraNetSuite
Industry Keywords
Services OperationsBusiness OperationsSaaSTechnology OrganizationsGlobal Services Workflows
Tech Stack
Tools & technologiesERP
About the role
Key responsibilities & impact- Partner with the Global Operations Director on implementation, rollout, and optimization of a new PSA platform
- Support end-to-end PSA implementation activities, including requirements definition, workflow design, testing, deployment, and post-launch optimization
- Ensure PSA workflows support scalable service delivery, accurate financials, and leadership visibility
- Help define longer-term services systems strategy beyond the initial PSA rollout
- Analyze current-state Global Services workflows and identify opportunities for simplification, standardization, and automation
- Design, document, and implement scalable end-to-end operational processes aligned with business objectives
- Create and maintain SOPs, process documentation, and enablement materials for global teams
- Drive continuous improvement initiatives across services operations
- Own operational reporting and analytics for leadership decision-making
- Translate complex operational data into insights, trends, and recommendations
- Establish and refine KPIs related to utilization, delivery performance, backlog, forecasting, and operational health
- Support executive-level reporting and ad hoc analysis
- Partner on strategic initiatives including process transformation, tooling enhancements, and operational governance
- Support cross-functional initiatives spanning Services, Finance, Sales Operations, RevOps, and IT
- Provide analytical and operational support for long-term planning and scaling efforts
- Act as a trusted thought partner on ambiguous or evolving problems
- Collaborate with global stakeholders to drive alignment and adoption
- Support change management for system and process changes
- Influence without authority through clear data, documentation, and recommendations
Requirements
What you’ll need- Bachelor’s degree in Business, Operations, Analytics, Engineering, or a related field
- 6–9 years of experience in services operations, business operations, or systems/process roles, preferably within SaaS or technology organizations
- Demonstrated experience supporting Professional Services Automation (PSA) tools or services delivery systems
- Strong experience working with Salesforce in an operational or systems capacity
- Experience using Jira for operational tracking, cross-functional initiatives, or systems work
- Advanced experience in Power BI, including building dashboards and performing complex analysis
- Proven ability to design and implement scalable operational processes
- Strong analytical, problem-solving, and communication skills
- Ability to operate independently and manage multiple concurrent initiatives
- Experience supporting global or multi-region professional services organizations is preferred
- Exposure to services financials including utilization, margin, revenue, and forecasting is preferred
- Experience working on large-scale system implementations or operational transformations is preferred
- Familiarity with ERP platforms such as NetSuite is preferred
Benefits
Comp & perks- Smarsh leadership, culture, and commitment to developing people have garnered Comparably.com Best Places to Work Awards
- Opportunities for professional development and lifelong learning
- Collaborative global work environment
- Opportunities to be authentic and contribute to an inclusive, diverse workplace