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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing business strategy and operations for SaaS platforms, with a focus on improving processes, forecasting, and reporting. Proficient in building dashboards and reports while collaborating effectively across teams to drive business performance.
Highest-signal resume keywords
Business Strategy OwnershipSaaS Platform ImprovementForecasting and Revenue AnalysisDashboard and Report DevelopmentData Validation and Process Improvement
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Business Process TranslationAnalytical SkillsForecastingRevenue AnalysisVariance AnalysisSQL QueryingData PracticesProcess ImprovementsAutomation SolutionsUser Acceptance Testing
Soft Skills
Clear CommunicationSound JudgmentStrong Follow-ThroughInfluencing Skills
Tools & Technologies
CertiniaSalesforceSnowflakeStreamlit
Industry Keywords
Professional Services OperationsBusiness SystemsSaaSPSACRM
Tech Stack
Tools & technologiesSQL
About the role
Key responsibilities & impact- Own the business strategy, roadmap, and success measures for Certinia
- Partner with IT and system administrators on requirements, configuration, integrations, access, releases, testing, and issue resolution
- Perform light administration and configuration of business rules, workflows, fields, reports, and user-facing settings
- Improve Professional Services processes including project setup, resource planning, time and expense capture, project health, forecasting, and revenue visibility
- Prioritize enhancement requests based on business value, user impact, risk, and effort
- Coordinate user acceptance testing, release communications, documentation, and adoption support
- Lead identification, evaluation, and adoption of AI-enabled delivery capabilities, automation solutions, and scalable implementation methodologies
- Build and maintain reports and dashboards for professional services KPIs and business metrics
- Develop understanding of data across Certinia, Salesforce, and relevant finance or analytics systems
- Improve forecasting and reporting repeatability through data practices, process improvements, and automation
- Prepare analyses and leadership-ready materials for planning, prioritization, and operational decisions
Requirements
What you’ll need- 7+ years of experience in operations, business systems, Professional Services operations, or a related analytical role
- Experience owning or improving a business-critical SaaS platform; Certinia (FinancialForce), or another PSA/CRM platform experience is strongly preferred
- Ability to translate business processes into clear system requirements and work effectively with technical administrators without needing to own deep engineering work
- Strong analytical skills and experience with forecasting, revenue or financial analysis, variance analysis, and communicating drivers of business performance
- Experience building dashboards and reports with tools such as Certinia, Salesforce, Snowflake and Streamlit
- Comfort querying and validating data with SQL or comparable tools is a plus
- Ability to work with complex, imperfect data, investigate discrepancies, and establish clear definitions and repeatable processes
- Clear written and verbal communication skills, sound judgment, strong follow-through, and ability to influence across teams
Benefits
Comp & perks- Bonus, benefits, or related incentives may be available
- Hybrid way of working with flexibility to work remotely for part of the week
- Reasonable accommodations for applicants with disabilities and disabled veterans