Quickbase
Sr. Manager, Professional Services Operations Customer Success Boston, MA
Quickbase, Boston, Massachusetts, us, 02298
Boston, MA
Professional Services
Full Time
598547
At Quickbase, we’re on a mission to end a universal problem: Gray Work. The ad-hoc, manual work we do looking for documents, resources, etc. when technology isn’t working for us—that’s Gray Work, and it negatively impacts productivity, employee well-being and a company’s bottom line. Quickbase’s platform for Dynamic Work Management (the first ever) empowers nearly 12,000 organizations like Consigli, Suffolk, Valvoline, Daifuku and more to take on Gray Work by bringing people, processes, and data together into one central location, so employees can stop chasing information across systems and focus on work that makes an impact.
The Quickbase application development platform uses AI to empower anyone, regardless of technical or developer expertise, to easily build and customize scalable business solutions in just a few clicks, without compromising security, or IT governance and control. By connecting everything through a single source of truth, the Quickbase helps businesses mitigate risk, reduce waste, and cut down on unexpected costs. And with automated workflows and granular permissions, the right people will have access to the right information.
Job Title : Sr. Manager, Professional Services Operations
Department : Professional Services
Location : Hybrid, 2 days a week in Boston Office
Manager : Rupali Sawhney, Senior Director, Professional Services
Summary Description of Position
The Manager of Professional Services Operations will be detail-oriented and highly organized and have a successful track record in managing an operations team. This role is crucial to ensure the efficiency and effectiveness of our services delivery across multiple functions by coordinating with sales, leading the intake of new services efforts, and overseeing the outsourcing of services engagements to Partners.
As a Sales Liaison, the Manager of Professional Services Operations will be leading the efforts in developing accurate sales forecasts and providing essential support and training to Account Executives. For Services Intake, this role is responsible for guiding the scoping team with project estimation, approvals, and Scope of Work (SOW) and Project Change Request (PCR) generation, managing capacity forecasting to align resources with demand, and guiding outsourcing efforts to maintain quality and operational efficiency.
Key Responsibilities
Sales Liaison
Facilitate communication and coordination between the services team and the sales team to ensure alignment on objectives and priorities
Support Account Executives and Customer Success Managers onboarding and continuing education by providing them with the tools, resources, and training needed to succeed
Proposal Management
Coordinate and support the development of high-quality client proposals
Maintain proposal templates and ensure consistency across all documents
Collaborate with sales and delivery teams to gather necessary information
Project Scoping
Coach and assist in defining project scope, objectives, and deliverables
Work with subject matter experts to estimate resource requirements and timelines
Identify potential risks and mitigation strategies
Project Approvals
Manage the project approval process, ensuring all necessary stakeholders are involved
Track and follow up on pending approvals to maintain project timelines
Maintain documentation of approval decisions and rationales
SOW Generation
Create and standardize Statement of Work documents
Ensure SOWs accurately reflect project scope, deliverables, and terms
Collaborate with legal and delivery teams to refine SOW language as needed
Utilization Metrics
Track and report on resource utilization across projects
Develop and maintain dashboards for real-time visibility into utilization rates
Identify trends and provide recommendations for optimizing resource allocation
QSP Utilization
Monitor and optimize the use of Quickbase Solution Providers (QSPs)
Manage QSP onboarding, governance, and offboarding processes
Track QSP performance and provide feedback to improve service delivery
Additional Operational Support
Assist in process improvement initiatives across the professional services organization
Support capacity planning and resource forecasting
Contribute to the development and maintenance of best practices and standard operating procedures
Education
A Masters/Bachelor’s Degree in Business Administration or related field or equivalent work or military experience preferred.
Experience
Proven experience successfully running an Operations department
10+ years of experience in professional services operations or similar role
Strong analytical and problem-solving skills
Excellent organizational and time management abilities
Experience with project management and resource planning tools (e.g., MS Project, Jira, Salesforce)
Ability to work collaboratively in a fast-paced environment
Demonstrated excellence in verbal and written communication skills
Relevant experience in needs analysis, business justification & demonstration
Skills
Strategic planning and execution
Strong leadership and team management
Advanced forecasting and analysis
Proficiency in Microsoft Office suite, particularly Excel and PowerPoint
Capacity planning and resource management
Outsourcing management and vendor relations
Process improvement and efficiency optimization
Data analysis and reporting
Stakeholder management and collaboration
Quickbase skills a plus
Travel Required : Yes, up to 20%
We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity workplace.
#J-18808-Ljbffr
Professional Services
Full Time
598547
At Quickbase, we’re on a mission to end a universal problem: Gray Work. The ad-hoc, manual work we do looking for documents, resources, etc. when technology isn’t working for us—that’s Gray Work, and it negatively impacts productivity, employee well-being and a company’s bottom line. Quickbase’s platform for Dynamic Work Management (the first ever) empowers nearly 12,000 organizations like Consigli, Suffolk, Valvoline, Daifuku and more to take on Gray Work by bringing people, processes, and data together into one central location, so employees can stop chasing information across systems and focus on work that makes an impact.
The Quickbase application development platform uses AI to empower anyone, regardless of technical or developer expertise, to easily build and customize scalable business solutions in just a few clicks, without compromising security, or IT governance and control. By connecting everything through a single source of truth, the Quickbase helps businesses mitigate risk, reduce waste, and cut down on unexpected costs. And with automated workflows and granular permissions, the right people will have access to the right information.
Job Title : Sr. Manager, Professional Services Operations
Department : Professional Services
Location : Hybrid, 2 days a week in Boston Office
Manager : Rupali Sawhney, Senior Director, Professional Services
Summary Description of Position
The Manager of Professional Services Operations will be detail-oriented and highly organized and have a successful track record in managing an operations team. This role is crucial to ensure the efficiency and effectiveness of our services delivery across multiple functions by coordinating with sales, leading the intake of new services efforts, and overseeing the outsourcing of services engagements to Partners.
As a Sales Liaison, the Manager of Professional Services Operations will be leading the efforts in developing accurate sales forecasts and providing essential support and training to Account Executives. For Services Intake, this role is responsible for guiding the scoping team with project estimation, approvals, and Scope of Work (SOW) and Project Change Request (PCR) generation, managing capacity forecasting to align resources with demand, and guiding outsourcing efforts to maintain quality and operational efficiency.
Key Responsibilities
Sales Liaison
Facilitate communication and coordination between the services team and the sales team to ensure alignment on objectives and priorities
Support Account Executives and Customer Success Managers onboarding and continuing education by providing them with the tools, resources, and training needed to succeed
Proposal Management
Coordinate and support the development of high-quality client proposals
Maintain proposal templates and ensure consistency across all documents
Collaborate with sales and delivery teams to gather necessary information
Project Scoping
Coach and assist in defining project scope, objectives, and deliverables
Work with subject matter experts to estimate resource requirements and timelines
Identify potential risks and mitigation strategies
Project Approvals
Manage the project approval process, ensuring all necessary stakeholders are involved
Track and follow up on pending approvals to maintain project timelines
Maintain documentation of approval decisions and rationales
SOW Generation
Create and standardize Statement of Work documents
Ensure SOWs accurately reflect project scope, deliverables, and terms
Collaborate with legal and delivery teams to refine SOW language as needed
Utilization Metrics
Track and report on resource utilization across projects
Develop and maintain dashboards for real-time visibility into utilization rates
Identify trends and provide recommendations for optimizing resource allocation
QSP Utilization
Monitor and optimize the use of Quickbase Solution Providers (QSPs)
Manage QSP onboarding, governance, and offboarding processes
Track QSP performance and provide feedback to improve service delivery
Additional Operational Support
Assist in process improvement initiatives across the professional services organization
Support capacity planning and resource forecasting
Contribute to the development and maintenance of best practices and standard operating procedures
Education
A Masters/Bachelor’s Degree in Business Administration or related field or equivalent work or military experience preferred.
Experience
Proven experience successfully running an Operations department
10+ years of experience in professional services operations or similar role
Strong analytical and problem-solving skills
Excellent organizational and time management abilities
Experience with project management and resource planning tools (e.g., MS Project, Jira, Salesforce)
Ability to work collaboratively in a fast-paced environment
Demonstrated excellence in verbal and written communication skills
Relevant experience in needs analysis, business justification & demonstration
Skills
Strategic planning and execution
Strong leadership and team management
Advanced forecasting and analysis
Proficiency in Microsoft Office suite, particularly Excel and PowerPoint
Capacity planning and resource management
Outsourcing management and vendor relations
Process improvement and efficiency optimization
Data analysis and reporting
Stakeholder management and collaboration
Quickbase skills a plus
Travel Required : Yes, up to 20%
We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity workplace.
#J-18808-Ljbffr