Professional Services Operations Coordinator

📅 Aug 25

📍 🇺🇸 United States - Remote💰 $45k - $55k / year🎹 Mid-level ⚒️ Operations Manager 💼 Full-Time

Professional Services OperationsDelivery OperationsProject CoordinationSalesforce

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📜 Description

Coordinate operational workflows with Sales, Implementation, Finance, and RevOps, including project routing, provisioning, and customer transitions.
Manage sales-to-implementation readiness and verify contractual obligations and deliverables before projects begin.
Coordinate implementation-to-Customer Success handovers and audit project closeout activities.
Administer Professional Services tools, project templates, user permissions, and project archives.
Prepare recurring reports and dashboards on delivery performance, capacity, utilization, backlog, and project health.
Maintain operational documentation, audit data quality, and support workflow automation and KPI tracking.

🛠️ Requirements

3–5 years of experience in Professional Services Operations, Delivery Operations, Project Coordination, or a similar operational support role within a SaaS or technology organization.
Expertise in managing and utilizing CRM and Project Management software, particularly Salesforce, Toggl, Asana, and any PSA systems.
Proficiency in Google Sheets or Excel, including maintaining capacity trackers, SLA reporting, and operational reporting.
Self-starter capable of managing routine operational tasks with high autonomy, ensuring rigorous data integrity and meeting all deadlines.
Exceptional communication and interpersonal abilities to engage with various stakeholders and uphold data compliance standards across the organization.
Demonstrated ability to coordinate multiple cross-functional initiatives simultaneously while maintaining strong attention to detail and operational discipline.
Experience preparing operational reports and maintaining data used to support leadership decision-making.

✨ Benefits

Flexible work policy
Work-from-home stipend
Employee Share Ownership Plan (ESOP)
Paid parental leave
401(k) contribution matching
Mental health support through Spring Health
Comprehensive health benefits
Commuter reimbursement program

Full job description

At Deputy, we’re improving the world of work, one shift at a time, for 80% of the world’s workforce: hourly workers. These are the dedicated employees who keep our world running – from baristas to nurses, cleaners to delivery drivers, florists to factory workers. Despite their vital role in society, most workplace technology has focused on those workers who sit behind a desk, but at Deputy, we transform the frontline. When businesses use Deputy, their workplaces thrive – the business is more profitable, compliant, and productive, while the workers are more engaged and happier at work.

We're becoming an AI-native company, a commitment that means you'll be empowered (and expected) to use AI tools and thinking in your day-to-day work. You'll have the training, support, and freedom to use AI responsibly and creatively to spark ideas, solve problems faster, and unlock new ways of working.

If you’re passionate about creating solutions that put people first and helping businesses and their teams thrive, join us at Deputy and make an impact where it matters most!

The Role

We are seeking a highly organized and detail-oriented Professional Services Operations Coordinator to support the successful delivery of Professional Services engagements. This role partners cross-functionally to coordinate operational workflows, maintain project systems, prepare operational reporting, and support consistent execution of service delivery processes across the organization. The successful applicant will be someone who excels at maintaining order, enjoys ensuring team efficiency, and is dedicated to managing precise operational processes and data.

Deputy is a global SaaS workforce management company with hubs in Sydney, Melbourne, San Francisco and London, plus team members working remotely across the United States. Our platform serves over 1.5 million workers and 375,000 workplaces across 100+ countries. We are backed by top global investors and recently achieved Unicorn status. At Deputy, we’re improving the world of work, one shift at a time, for 80% of the world’s workforce: hourly workers. These are the dedicated employees who keep our world running – from baristas to nurses, cleaners to delivery drivers, florists to factory workers. Despite their vital role in society, most workplace technology has focused on those workers who sit behind a desk, but at Deputy, we transform the frontline. When businesses use Deputy, their workplaces thrive – the business is more profitable, compliant, and productive, while the workers are more engaged and happier at work. We're becoming an AI-native company, a commitment that means you'll be empowered (and expected) to use AI tools and thinking in your day-to-day work. You'll have the training, support, and freedom to use AI responsibly and creatively to spark ideas, solve problems faster, and unlock new ways of working. If you’re passionate about creating solutions that put people first and helping businesses and their teams thrive, join us at Deputy and make an impact where it matters most! Employee Perks - Enjoy a flexible work policy (with a work-from-home stipend to set you up for success at home!) - Own a piece of Deputy through our Employee Share Ownership Plan (ESOP) - Take paid parental leave to support you and your family - We’ll match your 401k contributions to help you save for the future - Access mental health support with Spring Health - Get comprehensive health benefits - Use our commuter reimbursement program - Take additional leave days — including 20 PTO days, study assistance, celebration days and volunteering - Join our global working groups; focused on collaboration, belonging and connection Deputy believes in equal opportunity and that inclusiveness and diversity promotes innovation. Our global team members are from a variety of cultures. And we welcome different perspective and skills. #LI-Remote

Responsibilities

Collaboration on Cross-Functional Delivery: Coordinate with departments including Sales, Implementation, Finance, and RevOps to manage operational tasks that support project success, such as routing projects, provisioning, and customer transition management.

Sales-to-Implementation Readiness: Manage the handover of customers from the sales team to the delivery phase, ensuring all contractual obligations and deliverables are compliant before the project starts.

Implementation-to-Success Handovers: Ensure a complete and consistent handover of implementation projects to Customer Success, including an audit of the implementation consultant's project closeout activities.

Management of Operational Systems: Oversee the administration of Professional Services tools, such as Toggl and Asana, ensuring precise data entry and process compliance through project provisioning, template upkeep, user permissions management, and the systematic archiving of finished work.

Operational Reporting: Prepare recurring operational reports and dashboards for Professional Services leadership, supporting visibility into delivery performance, capacity, utilization, backlog, and project health.

Operational Standards & Documentation: Maintain process documentation, standard operating procedures, and operational playbooks to support consistent execution across the Professional Services organization.

Financial Operations Support: Support Professional Services operations by maintaining metrics tracking and KPI reporting.

Operational Automation & Tool Support: Utilize AI-enabled tools, workflow automations, and platform integrations to improve efficiency, reduce manual effort, and support accurate operational data.

Data Quality Management: Audit operational data, project documentation, and delivery readiness across systems, coordinating timely corrections with appropriate stakeholders to maintain accurate project information and compliance with established standards.

Qualifications

3–5 years of experience in Professional Services Operations, Delivery Operations, Project Coordination, or a similar operational support role within a SaaS or technology organization.

Expertise in managing and utilizing CRM and Project Management software, particularly Salesforce, Toggl, Asana, and any PSA systems.

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