Professional Services Operations Associate

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Meeting your future team:

Joining Collibra’s Customer Success Operations team:

  • Collibra is looking for an Operations Associate to join the Customer Success Operations team. In this highly visible role, this position will partner closely with our VP of Professional Services and the Professional Services leadership team to scale the division. The responsibilities include virtually every aspect of running a professional services organization, including but not limited to the management of operating metrics, systems design and project management as well as  developing, deploying and driving best practices and processes necessary to ensure consistency, quality and maximum efficiency of the division.
  • The Operations Associate will report into our Director of Customer Success Operations whose team supports multiple stakeholders in the customer success organization including customer advisory, strategic advisory, onboarding, renewals, professional services, and support.
  • This is a cross functional and high-impact role that requires a keen sense of ownership and drive. You should have strong analytical and project management skills, enabling key business stakeholders to understand requirements, shape analytical deliverables, and drive solid execution. Your ability to collaborate and provide high-quality support to your Professional Services stakeholders is paramount to success.
  • As a member of this dynamic team, you will have the opportunity to play a key role in developing processes and analytics to drive key decision making within the Professional Services organization while tackling challenging business problems and supporting change and innovation within the organization. This is a highly collaborative role, which requires excellent analysis skills, project management skills, organization prioritization, clear communication, stakeholder management, and a passion for professional services.

Professional Services Operations Associate's at Collibra are responsible for:

  • Acts as the liaison between all of the internal Collibra teams and the Professional Services team developing and managing clear and open lines of communication with the business stakeholders as well as other internal departments and external vendors
  • Provide project / program management for internal Professional Services projects. Engage with our internal Professional Services leaders and users, identify their pain points and collaboratively solve for our “customers”.
  • Cultivate and leverage relationships with business stakeholders to influence, drive consensus, and resolve conflicts. Collaborate with Sales, Customer Success, Enablement, Product, Marketing, Field Operations, Legal, Procurement, Finance and IT.
  • Own and deliver regular reports and dashboards around Professional Services KPIs such as Bookings, Billings, Utilization, Revenue, Margin, Investment work, project profitability, burn down (actuals and scheduled).
  • Assist in managing our PSA system and process design to continuously identify areas of improvement for increased efficiency.
  • Analyze operational data to identify business insights and opportunities for process improvement. Drive innovation, best practices and achievement of strategic objectives

You Have:

  • 3+ Years working in Professional Services Operations or Customer Success Operations, program management and client relationship management/customer success experience is a plus
  • 2+ years PS/Sales tool experience - Salesforce required; experience in PS platforms such as FinancialForce is highly desirable.
  • Proven track record of managing multiple concurrent projects/programs and successful delivery in a cross-functional environment
  • Strong business acumen and analytical skills, including written communication and presentation development
  • Demonstrated ability to influence management, teams and individuals across multiple functions within the organization
  • Bachelor’s degree preferred

You Are:

  • Strong analytical thinker with interpersonal skills to influence, maintain strong relationships and collaborate at all levels
  • Consultative and a problem solver, demonstrating good judgment in obtaining solutions to make the programs and strategies successful
  • Able to navigate ambiguity in a fast-paced environment and prioritize multiple work threads to maximize impact
  • Known for your integrity, compassion, and a trusted business partner. Curious and positive with a passion to learn, innovate and improve
  • Flexible and nimble with the ability to embrace and drive change in a fast paced environment
  • Capable of breaking down complex problems and propose thoughtful recommendations

Measuring Success:

Reporting to Collibra’s Director of Customer Success Operations, CS Operations Associate’s measures of success are:

  • Within your first month, you will...have the lay of the land, met with the team, your business stakeholders and cross-functional partners, have participated in onboarding training to get a foundation of Collibra and our strategy, learn about Professional Services current programs and systems, and identify some initial problems you would like to solve.
  • Within your third month, you will...examine and understand the full customer lifecycle at Collibra to drive continued results for PS, begin to take ownership of reporting and analysis within our CS Ops team, and help identify key strategic insights to improve our business.
  • Within your sixth month, you will…have executed several new programs/processes to help achieve operational efficiency and effectiveness, have become a subject matter expert on critical PS systems and processes, be an invaluable partner and resource to PS leaders.

Benefits at Collibra:

We strive to provide all Collibrians with competitive and cost-efficient benefits that are aligned to our company values. As a high-growth company, our goal is to offer flexibility and choice with our benefits programs to support the evolving needs of our changing workforce. The specific offerings will differ slightly by region but our {Be}well benefit programs encompass the following strategic pillars:

  • {Be}Healthy: Healthcare for yourself and eligible dependents (inclusive of partners/domestic partners), mental health resources and care, tax-advantaged accounts, income protection, discount programs and more! Additionally, we encourage employees to treat their whole self by offering a bi-monthly calendar of events and programming dedicated to our {Be}well initiatives which focus on wellbeing areas including emotional, professional & social, financial, physical, allyship & belonging and giving back.
  • {Be}With Family: We offer multiple types of leave so that you can spend time with loved ones, including parental leave, caregiver leave and our annual family day. These are all complementary to our culture in which we value output over hours!
  • {Be}Kind: Collibra For Good, Unconscious Bias & Allyship training, Diversity Equity and Inclusion (DEI) Strategy, Environmental Social Governance (ESG) strategy, racial equity awareness programs and Collibra-led fundraisers.
  • {Be}Unplugged: Our paid time off programs include vacation, holidays, sick time and compassionate/bereavement leave. We also offer remote-friendly meditation sessions and cooking lessons – all of which you’re actively encouraged to use!
  • {Be}Informed: Competitive compensation, bonus potential, private company equity, merit reviews and promotion cycles, company pension, discounts programs, access to LinkedIn Learning, employee referral program, employee rewards & recognition, development programs and more!
  • {Be}Together: Community and belonging with our Employee Resource Groups (ERGs) and personal interest groups, ERG-driven events, speaker series, and celebrations, a dedicated DEI council, the virtual Collibra cafe, trivia, bingo games and much more! 

When in-person (office) life resumes, we look forward to more snacks, catered lunches, team offsites and social events (think holiday gift exchange, fundraising events, happy hours, celebrations and more)!

Equal Opportunity:

At Collibra, we’re proud to be an equal opportunity employer – which ties directly to our core value, “open, direct, and kind.” We realize the key to creating a company with a world-class culture and employee experience comes from who we hire and creating a workplace that celebrates everyone. 

With this, we proudly consider qualified applicants without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sexual orientation, pregnancy, sex, gender identity, gender expression, genetic information, physical or mental disability, HIV status, registered domestic partner status, caregiver status, marital status, veteran or military status, citizenship status or any other legally protected category.


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