Professional Services Operations Specialist
$105,000–$125,000 year
HybridWashington, United States
Job Summary
Act as the primary liaison between Service Line Leadership and support functions to ensure efficient day-to-day operations and alignment across teams. Partner with Service Line Leads to manage inquiries, track project and pursuit pipelines, support forecasting activities, interpret financial data, and develop reporting using Excel or Power BI. Coordinate meetings, prepare agendas, and follow up on action items while supporting resource planning, tracking team capacity, and staffing needs. Coordinate special projects and business initiatives involving data analysis, support onboarding of new Partners and acquisitions, and align delivery against key performance indicators with Finance. This role is critical to building the operational foundation that enables delivery teams to execute effectively and achieve strong client outcomes.
Required Qualifications
- 5+ years' experience working in similar Operations roles
- Multiple years of experience working for Professional Services organizations
- Expertise in assessing operational data, resource needs, and business forecasts to drive planning, prioritization, and execution across a professional services environment
- Recent experience supporting multiple service lines, departments, business units, practice areas, entities or similar
- Track record of managing competing operational priorities, delivering accurate and actionable information, and ensuring successful execution across multiple concurrent initiatives
- Strong command of CRM systems to manage pipelines, projects and resources
- Proven experience using Artificial Intelligence (AI) Tools to improve efficiency and streamline workflows, with an understanding of their capabilities and limitations
- Advanced proficiency with Microsoft Power BI
- Strong command of the full Microsoft Office
- Mastery of building trusted partnerships with leaders, delivery teams, and support functions across multiple service lines and regions
- A self-motivated, proactive mindset and the ability to work both independently and collaboratively
Desired Qualifications
- SQL experience preferred but not required
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