Note: The job is a remote job and is open to candidates in USA. Loftware is seeking a Senior Professional Services Operations Analyst to support the operational foundation of its Professional Services organization. The role maintains PSA and Salesforce data, supports billing readiness, produces utilization and capacity reporting, and provides reliable operational insights to leadership while coordinating with Professional Services, Finance, Cloud Operations, IT, and project teams.
Responsibilities
- Own daily PSA (Certinia) workflows, including project setup, time entry validation, billing triggers, and utilization reporting
- Monitor, triage, and resolve data quality issues across PSA and Salesforce before they affect billing, reporting, or downstream business processes
- Own project financial hygiene, including billable-hours validation, POP/POC exceptions, milestone completion, and revenue schedule accuracy
- Prepare weekly, audit-ready billing packages and serve as the primary point of contact for PMs and Finance on project financial questions
- Produce weekly utilization rollups, variance analysis, and PM-level insights to support leadership visibility and operational decision-making
- Support capacity planning inputs, including Cloud Ops hours, infrastructure allocations, cutover assumptions, and high-effort POC analysis
- Maintain and improve operational tooling, workflow configuration, release notes, SOPs, and best-practice documentation
- Participate in system migration and enhancement readiness activities, including data mapping, validation, testing, and defect triage
- Deliver structured weekly summaries to PS Ops leadership and maintain clear communication with PMs, Technical Consultants, Cloud Ops, Finance, and IT
- Surface operational blockers proactively and document issues, resolutions, and governance artifacts to support audit readiness and continuous improvement
Skills
- Requires strong knowledge of Professional Services Operations, PSA systems, Salesforce data objects, services-delivery workflows, project financials, billing readiness, utilization reporting, and capacity planning
- The role requires both detailed analysis and practical judgment to determine when discrepancies affect billing, reporting, customer delivery, or leadership decision-making
- The successful candidate must communicate clearly, translate operational and financial issues into actionable insights, build cross-functional trust, manage ambiguity, and provide data-driven updates suitable for both practitioners and leadership audiences
Benefits
- Eligible employees will be offered a comprehensive benefits package.
- Remote work arrangement
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