Professional Services Operations Specialist, Information Systems
Posted 2026-05-06
Remote, USA
Full-time
Immediate Start
- Job Description:
- Run and support Professional Services operational processes within Salesforce (SFDC), Wrike and other information systems.
- Track the SFDC opportunity-to-project creation process, including project opening, updates, and related operational data to ensure synchronization between systems.
- Maintain and supervise system notifications and workflow triggers, ensuring accurate tracking and timely operational visibility.
- Perform data cleansing and data quality management to maintain accurate and reliable operational data available for all NVIS team and upper management.
- Develop and maintain reports and dashboards to provide insight into Professional Services operations and project status.
- Find opportunities for process improvements, workflow automation, and operational efficiency advancements.
- Support and take part in AI-driven operational initiatives, including AI for Ops NALA, helping to improve workflows and operational insights.
- Collaborate closely with data analysts and HQ teams to align systems, data structures, and operational workflows across opportunities and projects.
- Support the Professional Services Ops and Engagement teams with information system updates, data tracking, and operational reporting.
- Requirements:
- Bachelor's degree in relevant field or equivalent experience
- 3+ years of experience in operational or logistics coordination and workflows
- Shown experience in professional services organizations or active involvement in operations activities in a technology company
- Experience working with information systems such as Salesforce (SFDC), Wrike, or similar CRM and project management tools
- Experience handling and presenting system workflows, data tracking, and operational processes
- Background with data management, data cleansing, reporting, dashboards, or operational analytics
- Outstanding written and verbal English communication skills
- Ability to identify and drive process improvements and automation opportunities who is a fast learner, able to work independently, prioritize effectively, and thrive in a fast-paced, constantly evolving environment
- Advanced MS Office proficiency, especially Excel and Outlook.
- Willingness to work early AM or late PM to support global teams when required.
- Benefits:
- highly competitive salaries
- comprehensive benefits package