Professional Services Operations Analyst

We’ve been forging digital transformation through the lens of Salesforce for 20+ years for 3,000+ customers across the globe. We are a Salesforce Ventures-backed, Summit status, Marketing Cloud Full Stack Partner. We are a cross-cloud shop with an emphasis on Agentforce, Data Cloud, Loyalty Cloud Personalization, Intelligence, Marketing Cloud Engagement, Service Cloud, and Sales Cloud.

We accomplish incredible digital transformation for our customers with incredible people. We’ve always held to the fact that talent trumps location, but culture trumps talent. We care about our people and we care about our customers.

Job Summary
We are seeking a Professional Services Operations Analyst to support both delivery analytics and day-to-day operational needs within a professional services organization. This role splits time between reporting and analysis, and hands-on operational support such as data maintenance, contributions for new business proposals, and compliance follow-ups. The ideal candidate has foundational experience, strong Excel and/or Google Sheets skills, and a desire to learn, grow, and take on increasing responsibility as the business evolves.

Key Responsibilities

Reporting & Analytics (approximately 50%)

• Use Salesforce and other data-driven platforms to build and maintain reports and dashboards

• Support recurring reporting on project status, delivery metrics, and operational KPIs

• Analyze delivery performance such as utilization, capacity, and project health

• Identify trends, risks, and improvement opportunities

Operational Support (approximately 50%)

• Perform administrative data inputs and updates in Salesforce and related systems

• Track and follow up on compliance-related tasks (e.g., project setup, time entry, documentation)

• Support delivery and operations teams with day-to-day coordination and data accuracy

• Help standardize and improve operational processes and workflows

Knowledge, Skills and Abilities

Required Qualifications

• ~2 years of experience in operations, analytics, or a professional services environment

• Proficiency in Microsoft Excel and/or Google Sheets (formulas, pivot tables, analysis)

• Basic understanding of the professional services delivery and project-based business model

• Experience with Salesforce for reporting, data entry, or operational support (a plus)

• Ability to work independently while knowing when to ask questions or escalate issues

• Strong attention to detail, organizational skills, and analytical mindset

Preferred Attributes

• Comfort working across Delivery, Sales, and Finance teams

• Curiosity and willingness to learn new tools, processes, and business concepts

• Proactive, dependable, and improvement-oriented approach

• Quick learner ready to make a difference in a growing business environment