kong - Professional Services Strategy & Operations Manager
Upload My Resume
Drop here or click to browse · Tap to choose · PDF, DOCX, DOC, RTF, TXT
Requirements
• A builder’s mindset, with the ability to direct the configuration and evolution of systems like Certinia and Salesforce to support a scaling PS org. • Curiosity and analytical strength, with a knack for uncovering drivers of revenue, spend, and customer outcomes, systematically turning data into actionable insights. • A passion for efficiency, using automation, AI solutions, and process improvements to streamline workflows and reduce overhead. • A strong focus on accuracy and data integrity, ensuring leadership can rely on your metrics and forecasts. • The ability to collaborate closely with executives, supporting their strategy while also contributing your own insights to shape it. • Clear communication and a collaborative spirit, making you a trusted partner across PS, Finance, and Sales. • Expertise in Google Sheets and Google Slides, with a working knowledge of SQL to update existing queries. • 4+ years of experience in operations within enterprise software. • Complete autonomy with Tableau reporting and SQL • Knowledge of AI automation platforms (Claude, N8N,...)
Responsibilities
• Be the operational backbone for key Professional Services programs, including monetization initiatives, investment management, credits, and customer outcome tracking. • Improve team efficiency by streamlining workflows, reducing manual effort, and enhancing productivity. • Implement automations and AI solutions that eliminate repetitive tasks and create more time for customer-facing work. • Collaborate with Salesforce administrators to optimize and scale PS systems. • Support and improve core PS administrative operations, including month-end procedures, expense management, revenue tracking and forecasting, partner costs, and ROI analysis. • Maintain and evolve our reporting suite to ensure PS leadership has accurate, real-time visibility into spend, forecasts, delivery performance, and customer outcomes. • Partner with Finance and RevOps to align PS financial planning and reporting with broader company goals. • Conduct deep-dive analyses on margins, revenue, costs, program performance, and customer trends, delivering timely insights for leadership. • Act as the go-to resource for all PS-related systems, processes, and analytics questions.
Similar Jobs
No credit card. Takes 10 seconds.