Operations Manager - Professional Services

Levata; United States; On-site; USD 80,000 - 100,000; Full time

Job summary

Levata is seeking an Operations Manager to lead the Professional Services support team, coordinating Project Management and Client Services. You will drive project execution, maintain operating rhythms, and partner across Sales, Purchasing, Accounting, and Engineering to ensure seamless handoffs from sales through completion.

The ideal candidate will be a hands-on leader who builds people, improves processes, and uses data to drive accountability and continuous improvement in a complex

Qualifications

• Bachelor's degree in Business, Operations, Project Management, or related field
• 5+ years of experience in project management, operations, professional services, or customer delivery
• Proven leadership experience managing employees in an operational environment
• Strong organizational and project management skills with ability to juggle priorities
• Excellent communication and relationship-building skills
• Experience with ERP/CRM or project management systems

Responsibilities

• Lead, coach, and develop the Project Managers and Client Services team
• Establish performance expectations and foster accountability and continuous improvement
• Conduct regular one-on-one meetings and coaching sessions
• Support hiring, onboarding, and training of new team members
• Balance workloads and assign responsibilities to maximize efficiency and customer service
• Serve as the primary operational escalation point and drive issues to resolution
• Develop cross-training and backup coverage for team flexibility and continuity
• Oversee daily coordination and execution of customer implementation projects
• Ensure projects progress from kickoff to closeout
• Own end-to-end operational health of customer projects and resolve handoff issues
• Monitor schedules, milestones, resources, and dependencies
• Ensure timely, professional customer communications
• Review project documentation for accuracy and compliance
• Partner to resolve escalated issues with clear owners and deadlines
• Prepare and ensure accuracy of SOWs, quotations, and documentation
• Ensure projects transition from Sales into Operations with complete scope
• Validate feasibility, capacity, timelines before commitments
• Monitor reporting, system data, and customer documentation for completeness
• Ensure processes support a seamless customer experience
• Monitor purchase orders, change orders, cost alignment, billing readiness
• Monitor performance, workload, and operational effectiveness
• Establish operating cadence to review workload and risks
• Identify opportunities to improve workflows and customer experience
• Define standard work with ownership and escalation paths
• Track meaningful metrics and report to leadership
• Support new systems and tools implementation and data integrity
• Lead root-cause analyses and sustain improvements

Skills

Team Leadership

Project Management

Communication

Cross-functional Collaboration

Problem-solving

Analytical Thinking

Time Management

Education

Bachelor's degree in Business, Operations, Project Management, or related field

Tools

ERP Systems

CRM Systems

Microsoft Excel

Job description

Who we are:

At Levata, we believe in making your journey with us seamless, impactful, and filled with opportunities to elevate your potential. As we think big, we enable what's next by leveraging our knowledge of what's possible today. Join a team where complexity doesn't mean confusion but rather a deep dive into understanding, surfacing with clear options and recommendations.

Description

Operations Manager

Who we are:

At Levata, we believe in making your journey with us seamless, impactful, and filled with opportunities to elevate your potential. As we think big, we enable what's next by leveraging our knowledge of what's possible today. Join a team where complexity doesn't mean confusion but rather a deep dive into understanding, surfacing with clear options and recommendations.

About the Role:

The Operations Manager is responsible for leading the day-to-day operations of the Professional Services support team, including Project Management and Client Services. This role is accountable for ensuring projects are planned, coordinated, and executed efficiently, operational commitments are feasible, and issues are driven through resolution while delivering an exceptional customer experience.

The Operations Manager provides leadership, coaching, and operational oversight to the team while driving consistency in project execution, customer communication, documentation, and cross-functional collaboration. Owns the operating rhythm for the team and partners closely with Sales, Purchasing, Accounting, Warehouse, Engineering, and Field Services to ensure projects move seamlessly from sales through completion, with clear ownership at each handoff.

Who we are looking for

The ideal candidate is a hands-on leader who enjoys developing people, improving operational processes, and creating an environment focused on accountability, collaboration, and continuous improvement. This person is comfortable creating structure in a complex environment, using data to identify risk, and following issues through to closure.

What You'll Do

Team Leadership

• Lead, coach, and develop the Project Managers and Client Services team.
• Establish clear performance expectations and foster a culture of accountability and continuous improvement.
• Conduct regular one-on-one meetings, performance reviews, and coaching sessions.
• Support hiring, onboarding, and training of new team members.
• Balance workloads and assign responsibilities based on capacity, skills, priorities, and customer commitments to maximize efficiency and customer service.
• Serve as the primary operational escalation point and drive customer and operational issues through resolution across functional boundaries, with clear ownership and follow-up.
• Develop cross-training and backup coverage to improve team flexibility, accountability, and business continuity.

Project Operations

• Oversee the daily coordination and execution of customer implementation projects.
• Ensure projects progress efficiently from project kickoff through completion.
• Own the end-to-end operational health of customer projects, proactively identifying and resolving handoff, scheduling, resource readiness, purchasing, execution, billing-readiness, and closeout exceptions.
• Monitor project schedules, milestones, deliverables, resource constraints, and dependencies to proactively identify and resolve potential delays.
• Ensure customer communications remain timely, professional, and consistent throughout the project lifecycle.
• Review project documentation to ensure accuracy, completeness, and compliance with company standards.
• Partner with Project Managers and cross-functional leaders to resolve escalated customer, scheduling, or operational issues, with clear owners, due dates, and follow-up through closure.

Client Services Operations

• Oversee the preparation and accuracy of Statements of Work (SOWs), project quotations, and project documentation, including service assumptions, scope, resource requirements, and operational feasibility.
• Ensure projects are accurately transitioned from Sales into Operations with complete scope, ownership, requirements, timelines, and dependencies.
• Partner with Sales and delivery leaders to validate operational feasibility, resource capacity, timelines, and delivery assumptions before significant customer commitments are made.
• Monitor reporting, project and order records, system data, and customer documentation for completeness and accuracy.
• Ensure operational processes support a seamless customer experience from project initiation through closeout.
• Monitor project administrative and financial readiness, including purchase orders, change orders, cost and quote alignment, billing readiness, and exceptions that could delay execution or invoicing.

Operational Excellence

• Monitor team performance, workload distribution, and operational effectiveness.
• Establish and lead a regular operating cadence to review workload, project status, aging items, resource constraints, customer risks, operational exceptions, and required follow-up.
• Identify opportunities to improve workflows, operational efficiency, and customer experience.
• Establish, document, implement, and enforce standard work, including clear owners, handoffs, service expectations, escalation paths, and backup coverage.
• Define, track, and act on meaningful operational metrics that identify workload, aging items, delivery risk, capacity constraints, process exceptions, and customer impact; provide clear reporting to leadership.
• Support the implementation of new systems, tools, and operational best practices, and ensure the team's operational data is timely, accurate, and complete.
• Lead continuous improvement and root-cause analysis on recurring operational failures, ensuring corrective actions are implemented, measured, and sustained.

Qualifications & Skills:

• Bachelor's degree in Business, Operations, Project Management, or a related field, or equivalent combination of education and experience.
• 5+ years of experience in project management, operations, professional services, or customer delivery.
• Previous experience leading or managing employees in an operational environment.
• Strong organizational and project management skills with the ability to manage multiple priorities.
• Excellent communication, interpersonal, and relationship-building skills.
• Strong analytical, problem-solving, and decision-making abilities.
• Proficiency with Microsoft Office, particularly Excel.
• Experience working with ERP, CRM, or project management systems.
• Demonstrated experience establishing standard work, operating cadences, performance metrics, and accountability in a complex cross-functional environment.
• Experience in services delivery environments involving scheduling, purchasing, resource coordination, and billing is preferred.

Compensation: The compensation for this role is $80,000–$100,000 annually, plus a 10% quarterly bonus opportunity.