Operations Analyst, Professional Services

Enablement activities to support various stages of the project cycle, including initial project setup in the Professional Services Automation (PSA) system and conducting final audits of closure-related materials. Partner with Sales Executives, Sales Operations, Legal, and Customer Success Managers to collect, validate, and organize all required project documentation and artifacts. Review complex Statements of Work (SOWs) to confirm fees, hours, and billing types, then enter relevant information into the PSA system. Create and track billing milestones to ensure accurate and timely invoicing while managing the off-boarding process in collaboration with Sales Operations. Ensure completeness and accuracy of all Project Change Order (PCO) related artifacts and verify project health and documentation for timely closeout. Identify process issues and recommend solutions with corresponding communication plans, while participating in training team members as needed. Balance multiple assignments simultaneously and support CRM/PSA initiatives.