We are seeking a Business & Operations Analyst to strengthen the operational foundation of our Professional Services organization. This role is critical to driving visibility, efficiency, and scalability across delivery, resource management, and financial performance. The ideal candidate combines analytical rigor with operational judgment and partners closely with Services leadership to turn data into action.
This is not a project delivery role. It is a services business operations role focused on enabling predictable execution, optimizing capacity and margin, and supporting informed decision-making as the organization grows.
Key ResponsibilitiesServices Operations & Resource Management
- Support end-to-end services operations from deal handoff through delivery and close, ensuring operational readiness at each stage.
- Partner with Services leadership on resource planning, capacity modeling, and utilization management to balance demand, cost, and coverage.
- Monitor project setup, staffing alignment, billing readiness, and delivery health to proactively identify risks and inefficiencies.
- Identify recurring operational bottlenecks and recommend improvements that protect margin and delivery quality.
- Support subcontractor management by tracking onboarding status, utilization, cost, and performance, and by providing visibility and insights that support effective deployment, margin management, and delivery readiness.
Business Analytics, Reporting & Insights
- Own the accuracy and integrity of services-related data across systems (CRM and PSA, Strategy).
- Act as the primary point of contact for services dashboards, translating metrics and trends into actionable insights that influence resourcing decisions, forecasting accuracy, and delivery execution.
- Translate complex data into clear insights and recommendations for Services and executive leadership.
- Support quarterly planning, forecasting, and QBR preparation with data-backed analysis.
Cross-Functional Execution
- Act as a connective layer between Professional Services, Sales, Finance, and Operations to ensure alignment and smooth execution.
- Support deal reviews by validating services scope, pricing assumptions, staffing feasibility, and delivery timelines.
- Partner with Finance on billing readiness, revenue recognition support, and variance analysis.
- Enable consistent operating cadence across teams through standardized reporting and governance.
- Act as a connective layer between Professional Services, Sales, Finance, Legal and Operations to ensure alignment and smooth execution.
- Prepare and review sales and contractual documents (e.g., Statements of Work, Work Orders, Change Orders, estimates) for both standard and custom deals, ensuring compliance with Strategy's policies.
Tools, Systems & Enablement
- Administer and support services systems (PSA, project tracking, time & expense).
- Assist with system enhancements, testing, documentation, and rollout of process improvements.
- Drive adoption and consistency of tools and workflows across regions and teams.
- Maintain operational documentation, SOPs, and playbooks that support scalable execution.
Governance & Operational Discipline
- Ensure services engagements align with internal policies, contracts, and financial controls.
- Support audits and compliance requirements related to services delivery and billing.
- Maintain clean operational handoffs, documentation, and reporting standards.
Required Qualifications
- 2–5 years of experience in Services Operations, Business Operations, Resource Management, or Professional Services Operations
- Experience in a software, SaaS, or technology services environment
- Strong analytical skills with the ability to connect data to business outcomes
- Hands-on experience with CRM, PSA, ERP, or project management tools
- Strong Excel / reporting skills; comfort working with large datasets
- Excellent communication skills and ability to work cross-functionally
- Detail-oriented, proactive, and comfortable operating in ambiguity