Services Operations Manager, Post Sales Delivery
TLDR
Leads data-driven optimization of post-sales delivery and implementation, guiding decisions with dashboards, KPIs, and cross-functional collaboration to improve operational efficiency.
Build and maintain dashboards for CSG leadership, including models & metrics related Services and Partners projects implementations, utilization, capacity planning, projects accounting, projects margins, services TTV (time to value), forecasting, and engagements health
Conduct analysis on account segmentation, capacity planning, and coverage models, to support continuous planning cycles.
Ensure data structures are optimized for accurate reporting, analysis and insights, to identify and address operational inefficiencies, and for reporting to CSG Leadership.
Services Delivery teams compensation design, planning and reporting for monthly and quarterly cycles.
Services Delivery department and individual performance KPIs reporting for weekly, monthly and QBR reviews
Develop, document, and maintain Delivery Services and Partners standard operating procedures (SOPs) and policies for data collection, storage, and reporting to drive efficiencies across teams
Support the enablement of Services and Partners methodologies, including process workflow documentation and policy development.
Partner with cross-functional teams: CIO organization (IS/BI/CoE), Sales Ops, Marketing Ops, Partners Ops, Deal Desk, Finance and Compensation teams.
Manage Services and Partners requests queue and troubleshoot operational issues as they surface
Strategize and leverage AI capabilities for key business practices to improve quality and efficiency for post sales functions.
Must have minimum 3 years experience in Professional Services or Partners Operations analytics/admin in a SaaS environment
Must have full knowledge and understanding of Professional Services Projects and Implementation Methodologies
Must have advanced Salesforce data structure knowledge and understanding
Versed in complex dashboards and reports, custom report types, calculated fields, workflows, formula fields. Lightning experience preferred
Must have advanced Excel/ Google Sheets Experience (Pivot Tables, Sum ifs, V-lookups, index matching)
Versed in Professional Services or Partner’s Projects KPIs: Forecasting, Planning, Utilization, Project Health, backlogs, Project accounting, Margins, Time-to-Value
Must Have Experience with PSA (Professional Services Automation) Tools like FinancialForce (Certinia), Mavenlink (Kentata), BigTime, Netsuite OpenAir, Connectwise PSA or similar
Must have advanced AI capabilities (preferable in Gemini & Claude)
Optional: Anaplan experience for business planning purposes
Self-starter with ability to take ownership while navigating in an ever-shifting environment
Ability to explain complex datasets and trends in clear terms to help cross-functional partners drive success using your insights
Experience providing Quantitative Data and Financial Analysis to leadership for informed decision making
Bachelor’s degree or equivalent work experience required
Benefits
Health Insurance
WalkMe provides health coverage options, where applicable, to ensure employees have access to essential medical benefits.
career development program
career compass offering
Paid Time Off
WalkMe offers RefreshMe Days throughout the year to further strengthen our commitment to work/life balance.
Remote-Friendly
Hybrid Work Arrangement: We offer a hybrid work schedule to perfectly combine the benefits of remote work and the essential connections and collaborations of onsite work.
Wellness Stipend
Wellness@WalkMe! Enjoy quarterly wellness reimbursements, daily BrightBreaks to recharge, and WalkMe’s annual Wellness Month every July—because your well-being matters all year long.