22 часа назад
Professional Services Bookings Analyst (SaaS)
Вакансия из Hirify Global, списка международных tech-компанийДля мэтча и отклика нужен Plus
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Professional Services Bookings Analyst (SaaS): Maintaining accurate services bookings data by reviewing Statements of Work, order forms, change requests, and Salesforce opportunities with an accent on deal processing, reporting, and pipeline visibility. Focus on reconciling contractual documents, supporting approval workflows, analyzing bookings and forecasts, and ensuring data integrity across professional services operations.
Location: Mexico City; hybrid work with at least 3 days per week in the office for candidates within a reasonable commute
Company
is a technology company focused on finance automation software.
What you will do
- Maintain Salesforce data integrity for professional services opportunities by reconciling pricing, scope, and terms with signed order forms and Statements of Work.
- Process closed opportunities, deal approvals, and services booking policy workflows.
- Coordinate change orders with Delivery, including opportunity creation, approval routing, order form support, and system updates.
- Support project creation with the Professional Services back-office team and respond to booking-related inquiries.
- Prepare recurring reports on services bookings, pipeline, and key performance indicators.
- Perform ad-hoc analysis, forecasting, and pipeline analysis for Professional Services leadership.
Requirements
- 2–4 years of experience in sales operations, financial analysis, or professional services operations.
- Bachelor’s degree in Business, Finance, or a related field.
- Advanced Microsoft Excel skills, including XLOOKUP/VLOOKUP, pivot tables, and complex formulas.
- Experience with CRM systems, preferably Salesforce.
- Strong analytical and detail-oriented approach with effective cross-functional communication skills.
- Ability to manage multiple priorities in a fast-paced sales environment.
Nice to have
- Experience in a B2B or enterprise SaaS company.
- Familiarity with Professional Services Automation tools or Certinia.
- Experience reviewing Statements of Work or other commercial contracts.
Culture & Benefits
- Open and inclusive culture supporting diverse perspectives.
- Professional development seminars and learning opportunities.
- Inclusive affinity groups supporting employee communities and diversity.
- Combination of virtual and in-person collaboration designed to support teamwork.
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