At Loftware, It’s all right there — the scale, the expertise, and the
opportunity to grow your career in a business-critical industry.
Job Title: Senior Professional Services Operations Analyst
Possible locations: Portsmouth, NH, USA, Remote
Please note: Visa sponsorship is not available for this role.
The Senior Professional Services Operations Analyst serves as the primary PSA
(Certinia) Administrator as well as an operational systems owner for Loftware's
Professional Services organization. This role is responsible for the integrity,
configuration, governance, and day-to-day administration of Certinia PSA and
related Salesforce processes that support project delivery, project financials,
billing readiness, utilization management, resource planning, and operational
execution.
As the functional owner of Professional Services operational systems, this
individual ensures data accuracy, process compliance, financial hygiene, and
system effectiveness across the entire services lifecycle. The role acts as the
central point of coordination between Professional Services, Finance, IT, Cloud
Operations, and leadership to maintain reliable operational processes and a
scalable services-delivery platform.
In addition to PSA administration responsibilities, the role provides
operational analytics, reporting, and business insights that help leadership
manage utilization, capacity, project performance, revenue realization, and
organizational effectiveness.
Compensation: This role is offered at a salary range of $127,000 – $160,000
annually, commensurate with experience and qualifications. In addition to base
salary, eligible employees will be offered a comprehensive benefits package.
Key Roles & Responsibilities:
PSA Administration & Professional Services Systems Ownership (Primary Focus)
Certinia PSA Administration
Serve as the primary administrator and subject matter expert for Certinia PSA
and associated Salesforce Professional Services processes.
Own system configuration, user support, process governance, and operational
best practices across the Professional Services organization.
Maintain project templates, work breakdown structures, utilization models,
milestone frameworks, billing configurations, and operational workflows.
Support system enhancements, change requests, release management activities,
testing, validation, and user adoption initiatives.
Partner with IT and business stakeholders to identify opportunities for
process automation, workflow improvements, and system optimization.
Project Financial & Billing Governance
Own project financial hygiene across the PSA platform, ensuring project data
supports accurate billing, forecasting, revenue recognition, and operational
reporting.
Monitor and validate billable hours, time entry compliance, milestone
completion, project status accuracy, revenue schedules, POP/POC exceptions,
and billing readiness activities.
Prepare and review weekly billing packages for Finance while ensuring
supporting documentation and project records meet audit requirements.
Investigate and resolve project financial discrepancies, billing exceptions,
and operational issues impacting revenue realization.
Data Governance & System Integrity
Establish and maintain data quality standards across PSA and Salesforce.
Proactively identify, triage, and resolve data integrity issues before they
impact billing, forecasting, reporting, customer delivery, or financial
outcomes.
Develop and maintain operational governance processes, controls, SOPs,
process documentation, and audit-ready records.
Serve as the escalation point for PSA-related operational issues and
cross-functional system concerns.
Operational Process & Cross-Functional Support
Partner closely with Project Managers, Technical Consultants, Finance, Cloud
Operations, Sales Operations, and IT to ensure operational processes function
effectively.
Support resource management, staffing workflows, infrastructure allocation
processes, and project setup activities.
Participate in service transformation, migration, and systems enhancement
initiatives that affect Professional Services operations.
Drive continuous improvement initiatives focused on scalability, efficiency,
adoption, and operational excellence.
Business Expertise:
Requires advanced knowledge of:
Certinia (FinancialForce) PSA Administration
Salesforce platform and services-delivery objects
Professional Services operations and delivery methodologies
Project accounting and project financial management
Billing and revenue recognition processes
Utilization and resource management
Capacity planning and forecasting
Operational governance and data quality management
Reporting, analytics, and business intelligence
The ideal candidate combines strong systems administration expertise with a deep
understanding of how Professional Services organizations operate and generate
revenue.
Problem Solving:
This position serves as the operational authority for PSA-related issues
impacting project execution, billing, utilization, forecasting, and reporting.
The role routinely evaluates cross-functional challenges involving system
configuration, project data quality, financial controls, utilization management,
billing exceptions, revenue schedules, workflow adoption, and operational
process effectiveness.
Success requires balancing technical system expertise with practical business
judgment to ensure operational outcomes support both customer delivery and
company financial objectives.
Nature & Area of Impact:
This role directly influences:
Professional Services operational effectiveness
Certinia PSA adoption and data integrity
Billing accuracy and revenue realization
Utilization visibility and resource optimization
Forecast reliability
Project financial management
Audit readiness and compliance
Leadership decision-making capabilities
The position serves as a critical operational bridge between systems, financial
processes, delivery organizations, and executive leadership.
Interactions / Interpersonal Skills:
This role requires extensive collaboration with:
Professional Services Leadership
Project Managers
Technical Consultants
Finance
Cloud Operations
Sales Operations
IT and Business Systems teams
The successful candidate must be capable of translating complex operational,
financial, and systems-related issues into practical solutions and actionable
business insights while building strong partnerships across multiple functions.
Why Join Us?
Working for the undisputed global leader in a business-critical industry
offers unparalleled possibilities.
Our team is made up of the most talented, curious, and inspiring people in
their fields, each bringing something unique to the table.
We use the power of the global team.
We set you up for success. We offer comprehensive training to all employees
and place an emphasis on employee development.
We Win with Inclusion
At Loftware, inclusion, diversity, and belonging are paramount to our success
and our culture. We are an equal opportunities employer. This means we are
committed to recruiting qualified applicants regardless of race, color,
religion, age, sex, gender, national origin, disability, or protected veteran
status. We believe we are made stronger by the unique capabilities and qualities
that each person brings to our company, and we invest in our employees to
inspire confidence and help everyone realize their full potential.
About us
We make the Supply Chain work
At Loftware, our end-to-end cloud-based labeling platform helps businesses of
all sizes manage labeling across their operations and supply chain, and our
solutions are used to print over 51 billion labels every year. With over 500
industry experts and 1,000 global partners, Loftware maintains a global presence
with offices in the US, UK, Germany, Slovenia, China, and Singapore making us a
trusted partner for companies in automotive, chemicals, clinical trials,
consumer products, electronics, food & beverage, manufacturing, medical device,
pharmaceuticals, retail/apparel, and more.
More about us: About Loftware | Global Leader in Enterprise Labeling & Packaging
[https://www.loftware.com/]
Join us — #It’s all right there.