Professional Services Operations Specialist

The Professional Services Operations Specialist (PSOS) is a critical team member who ensures the seamless execution of our professional services pre-sales process. Reporting to the Security Solutions Lead, you'll be at the intersection of sales, services delivery, and operational excellence. This role offers a unique opportunity to transform manual processes into scalable, efficient systems while directly impacting the success of our professional services engagements.

If you thrive on creating order from complexity, have an eye for detail that catches what others miss, and want to be part of systematizing and maturing our operations, this role is for you.

Core Responsibilities

Pre-Sales Support & Proposal Management

• Partner with Services Leadership to maintain and enhance project scoping information

• Ensure accuracy and completeness of client responses and requirements documentation

• Coordinate and manage Statements of Work (SOW), revision requests, and Change Orders with meticulous attention to detail

• Work with the Proposal Support Group (PSG) for accurate, timely, and valuable responses to client needs

• Establish consistency and standardization across various service offerings

Process Improvement & Quality Assurance

• Identify gaps in workflows and recommend actionable improvements

• Identify potential missed or new opportunities that can enhance the client experience

• Develop and maintain comprehensive process documentation

• Perform quality assurance on proposals and project documentation to identify errors, omissions, and potential issues before they impact delivery

• Create templates and standardized procedures to enhance efficiency

Cross-Functional Collaboration

• Serve as a liaison between back-office, sales, delivery teams, and other stakeholders

• Maintain high levels of professionalism and communication to ensure exceptional internal customer experience

• Work with Practice leaders to establish and update standard project templates

• Support accurate forecasting by collaborating with account teams

Data Management & Reporting

• Maintain accurate estimating data in Salesforce and related systems

• Support services pipeline tracking and reporting

• Address invoicing and accounting discrepancies as they arise

Required Qualifications

• Detail-Oriented Mindset: Demonstrated ability to catch errors others miss and maintain accuracy in high-volume environments

• Process Improvement Skills: Experience identifying inefficiencies and implementing solutions

• Technical Aptitude: Comfortable learning and working with various software platforms

• Communication Excellence: Strong written and verbal communication skills with ability to interact professionally with all levels of the organization

• Organizational Skills: Proven ability to manage multiple priorities and meet deadlines

• Problem-Solving: Analytical mindset with ability to think critically and propose solutions

• Self-Motivation: Ability to work independently in a remote environment

Preferred Qualifications

• Experience with Salesforce or similar CRM platforms

• Background in IT, cybersecurity, or professional services

• Project management or services delivery experience

• Understanding of SOW development and contract management

• Security certifications are a plus

What Makes You Successful in This Role

You're the person who notices when something doesn't quite add up. You find satisfaction in creating efficient processes and documenting procedures that others can follow. You're comfortable asking clarifying questions and pushing for the information needed to do the job right the first time. Most importantly, you understand that attention to detail isn't just about catching errors—it's about preventing them through well-designed processes.

How to Apply

We're looking for someone who demonstrates exceptional attention to detail from the very start. Please submit your resume and a cover letter that highlights your experience with process improvement and quality assurance. To help us identify candidates who share our commitment to thoroughness, please include the phrase 'Process Excellence' in your cover letter when describing your approach to operational improvement.