About SugarCRMFrom the very beginning, SugarCRM had a unique vision: to offer a different kind of Customer Relationship Management (CRM). We pioneered the first commercial open-source CRM platform, and now, more than two decades later, are on a mission toprovide products and services thatmake the hard things easier for sales, marketing and customer service teams. In fact, we help mid-market businesses around the globe reach new levels of performance and predictabilityby letting our award-winning CRM platform do the work.Our diverse group ofworldwideemployeesareunited and driven by a shared passion for our mission, culture,andvalues. We treat our employees like humans not line items and are building a culture where your work at Sugar helps fuel personal, professional and business growth check out ourrecent‘Great Place to Work’certification that weareso proud of.Work/life fitand flexibilityfor our teammattersand together we pride ourselves on solving for our customers,always.
What’s more, we are a Remote 1st organization, which means we empower everyone to do their best work from home, on the road, or anywhere in between.If you're ready to grow your career and helporganizations grow betterandfaster, you've come to the right place. Find out more about ourSugarCRM careersand how you can become a part of our journey.
As a member of Sugar’s Professional Services organization, the Operations Analyst will work with PS leadership and with project managers to provide operations support and data analysis. The position will report to the SVP of Professional Services. Primary responsibilities will include report development and publication, data analysis, new project setup and PSA administration, running the monthly services invoicing process, and data cleanliness.
This is an opportunity to play a highly visible and critical role enabling a global Professional Services organization.Your Passions: - Delivering business impact and scale through technology
- Solving problems
- Attention to detail and data accuracy
- Analytics and operations business modeling
Responsibilities:- Develop, analyze, and publish key metrics on a scheduled cadence; deliver and review insights based on the information to appropriate stakeholders
- Maintain the PSA system and related CRM components including user setup, project setup, and other configuration and process tasks
- Identify and communicate areas of improvement based on project and revenue data
- Contribute to quarterly and annual planning activities including revenue forecast, capacity planning and business planning
- Serve as primary liaison between Professional Services and Sugar’s Finance department
- Manage operations processes designed to collect and report on key PS data
Qualifications:- 1-3 years previous experience in a data-driven, operations or financial analyst role
- Demonstrated proficiency with reporting tools including advanced Microsoft Excel (Pivot tables, analysis and formatting data, filters, charts amp; Graphs) as well as BI tools such as Tableau, PowerBI or similar
- Ability to work within a global team and handle multiple priorities effectively
- Well-developed interpersonal, written, and verbal communication skills including the ability to negotiate, advise, influence others, and work collaboratively
Preferred Qualifications:- Bachelor’s degree, preferably in Finance, Accounting or Business Management
- Experience with Professional Services Automation systems, such as Katana, Openair or Teamwork
- Experience with and understanding of Professional Services cost structures is strongly preferred
We understand that no candidate is perfectly qualified for any job. Experience comes in different forms; many skills are transferable; and passion goes a long way. Even more important than your resume is a clear demonstration of dedication, impact, and the ability to thrive in a fluid and collaborative environment. We want you to learn new things in this role, and we encourage you to apply if your experience is close to what we’re looking for. We also know that diversity of background and thought makes for better problem solving and more creative thinking, which is why we're dedicated to adding new perspectives to the team.Benefits and Perks:Beyond a stellar work environment, friendly people, and inspiring work, we have some sweet benefits and perks:· Excellent healthcare package for you and your family · Savings and Investment 401(k) match· Unlimited Paid Time Off· Paid Parental Leave· Health and Wellness Reimbursement Program · Travel Discounts· Educational Resources - Career amp; Personal Development Program· We are a merit-based company - many opportunities to learn, excel and grow your career!
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