Professional Services Operations Manager

Medius; Oregon; Hybrid; USD 104,000 - 127,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

Paid time off

Retirement benefits

Job summary

Medius is seeking a Professional Services Operations Manager to lead and optimize the operational functions supporting our global Professional Services organization. This role focuses on governance, automation, and scalable processes to drive on-time project delivery.

The PS Operations Manager will own Cloud Coach and related PSA tools, build dashboards, and collaborate with PS leadership to improve utilization, capacity, and reporting while ensuring data integrity and consistent execution

Qualifications

• 5+ years in Professional Services Operations or related field.
• Experience administering PSA platforms.
• Experience with workflow management and data governance.
• Strong analytical skills to translate data into actionable insights.
• Ability to manage multiple initiatives simultaneously.
• Experience leading teams and cross-functional collaboration.

Responsibilities

• Own and administer Cloud Coach and related systems, including configurations, workflows, user access, project templates, and resource management settings.
• Optimize systems to support project planning, resource scheduling, capacity management, project tracking, and operational reporting while maintaining data integrity.
• Troubleshoot issues and coordinate with IT, Salesforce admins, and vendors on enhancements and integrations.
• Identify opportunities to leverage automation, AI, and technology to improve efficiency and system adoption.
• Maintain system documentation, SOPs, and training materials.
• Own and improve resource planning and capacity forecasting across Professional Services.
• Develop dashboards and KPIs for reporting and operational performance.
• Lead continuous improvement initiatives and cross-functional collaboration.
• Lead and coach the PS Operations Specialist and partner with Delivery, Finance, Sales Ops, IT.

Skills

PSA administration

Resource planning

Operations analytics

Stakeholder management

Project management

Data governance

Excel

Salesforce knowledge

Team leadership

Process improvement

Tools

Cloud Coach

Salesforce

PSA platforms

CRM integrations

Job description

About Us

At Medius, we believe managing finance should be about strategy, not stress. That same mindset shapes not only the solutions we build, but also the culture we create for our people. We remove complexity, embrace innovation, and give our teams the freedom to focus on what truly matters — whether that’s transforming the future of finance with AI or finding balance to go home on time. Founded in Sweden in 2001, Medius has grown from a local startup into a global leader in cloud-based spend management solutions. Today, thousands of organizations worldwide trust us to simplify accounts payable and spend management processes. Our journey has been driven by continuous innovation, a passion for technology, and above all — the people who make it happen. We’re more than a software company. We’re a team of problem-solvers, innovators and collaborators working together to reinvent the category of accounts payable. Our solutions use Artificial Intelligence to eliminate manual work, bring clarity, confidence, and control, and empower finance teams of the future.

Connect

• We believe in the power of people—individually and collectively—and our success depends on understanding and respecting each other. We appreciate that ‘empowering finance teams of the future’ is an exciting endeavor, and we share it with everyone around us.

Question

• We enjoy the challenge of our work and the thrill of collaboration. We are not afraid to question ourselves and each other because we believe diverse perspectives can lead to better outcomes and that there is great power in resolution.

Own

• We are thorough, thoughtful, and decisive. We anticipate what’s next, what a customer might need, and then we deliver. That’s how we get things done. And that’s how we remain a leader. Customers trust us to do our job so that they can focus on what they do best.

At Medius, you’ll join a diverse, global community where curiosity is celebrated, ideas matter, and innovation never stops. If you’re passionate about technology, eager to make an impact, and ready to grow alongside a team that lives its values, Medius is where you can do your best work — your impact is global.

Learn more at www.medius.com

Job overview

Professional Services Operations Manager

to lead and optimize the operational functions supporting our global Professional Services organization.

This role is responsible for driving operational excellence, resource optimization, capacity planning, systems administration, data integrity, and process standardization across Professional Services. The PS Operations Manager will serve as a strategic and hands-on partner to PS leadership, ensuring our teams have the processes, systems, reporting, and operational visibility necessary to deliver customer projects efficiently and predictably.

A key responsibility of this position is serving as the primary administrator and business owner of Cloud Coach, our Professional Services Automation (PSA) platform, and other Professional Services-related tools as applicable. This individual will be accountable for ensuring these systems are effectively configured, maintained, and optimized to support business needs.

Reporting to the VP of CXO Business Strategy & Operations, this individual will oversee the PS Operations Specialists and play a critical role in building a scalable, data-driven operations function that supports business growth, improves resource utilization, and enables consistent project execution.

Responsibilities and Duties

Professional Services Systems Administration & Optimization

• Own and administer Cloud Coach, Medius’s Professional Services Automation (PSA) platform, and related systems, including configurations, workflows, user access, project templates, and resource management settings.
• Optimize systems to support project planning, resource scheduling, capacity management, project tracking, and operational reporting while maintaining data integrity and consistent usage.
• Troubleshoot issues, support end users, and coordinate with IT, Salesforce administrators, and vendors on system enhancements and integrations.
• Identify opportunities to leverage automation, AI, and technology to improve efficiency, reduce manual effort, and increase system adoption.
• Maintain system documentation, standard operating procedures, and user training materials.

Resource Management & Capacity Planning

• Own and improve resource planning and allocation processes across Professional Services, partnering with Delivery leadership to align resources with project requirements, skills, availability, and timelines.
• Maintain forward-looking capacity plans and visibility into resource demand, utilization, availability, and staffing needs.
• Proactively identify resource conflicts, capacity constraints, and scheduling risks, developing solutions to support effective delivery and workforce planning.
• Establish consistent resource planning processes and governance to improve utilization, scheduling accuracy, and operational efficiency.

Operational Reporting & Performance Management

• Develop and maintain dashboards, KPIs, and reporting that provide visibility into resource utilization, billable capacity, project backlog, staffing, delivery milestones, productivity, and operational performance.
• Partner with Finance and Professional Services leadership on forecasting, business reviews, and operational planning.
• Translate data into actionable insights, identifying trends, risks, and opportunities while ensuring reporting accuracy, consistency, and timeliness.
• Improve reporting processes through automation, standardized metrics, and reduced manual data collection.

Process Improvement & Operational Excellence

• Evaluate and streamline Professional Services workflows across project setup, resource allocation, scheduling, tracking, and reporting.
• Establish standardized processes, governance, and documentation to improve consistency, accountability, and scalability.
• Collaborate with Sales, Professional Services, and broader CXO teams to strengthen handoffs and cross-functional alignment.
• Lead continuous improvement initiatives that eliminate inefficiencies, improve data quality, and support broader CXO transformation efforts.

Team Leadership & Cross-Functional Collaboration

• Lead, coach, and develop the PS Operations Specialist, establishing clear responsibilities, priorities, and performance expectations.
• Oversee day-to-day PS Operations activities while balancing immediate business needs with longer-term improvements.
• Build strong partnerships with PS Delivery leadership, Finance, Sales Operations, IT, and other stakeholders.
• Serve as a trusted operational partner to leadership, proactively identifying challenges, recommending solutions, and driving accountability and service excellence.

Qualifications

• 5+ years of experience in Professional Services Operations, Resource Management, Business Operations, or a related function, preferably within a SaaS or enterprise software organization.
• Hands-on experience administering, configuring, or managing Professional Services Automation (PSA) platforms or comparable enterprise business applications.
• Demonstrated experience with system configuration, workflow management, data governance, reporting, and end-user support.
• Experience managing Professional Services resource planning, utilization, capacity forecasting, or project operations.
• Strong analytical skills with the ability to interpret operational data and translate findings into actionable business recommendations.
• Demonstrated ability to improve operational processes, systems, and reporting in a growing or complex organization.
• Proficiency with reporting and analysis tools, including Excel and enterprise reporting platforms.
• Strong problem-solving skills and the ability to translate business requirements into practical system and process solutions.
• Excellent project management, organizational, and prioritization skills, with the ability to manage multiple initiatives simultaneously.
• Strong communication and stakeholder management skills, with the ability to influence cross-functional teams.
• Experience leading, coaching, or supervising team members.
• Ability to work independently, take ownership of challenges, and drive initiatives through implementation.

Preferred Qualifications

• Direct experience administering Cloud Coach or a similar Salesforce-native PSA solution.
• Experience with Salesforce administration, configuration, or reporting.
• Experience supporting global or distributed Professional Services teams.
• Familiarity with Professional Services financial and operational metrics, including utilization, backlog, capacity, and revenue forecasting.
• Experience integrating PSA tools with CRM, financial, reporting, or resource management systems.
• Experience implementing process automation, system enhancements, or operational transformation initiatives.
• Prior formal people management experience.

Medius is committed to fair and equitable compensation practices. The estimated base salary range for this role is $115,000+ USD, which represents a good-faith estimate of the compensation for this position. Actual compensation will be determined based on several factors, including but not limited to relevant skills, experience, qualifications, certifications, internal equity, and the geographic location in which the role is performed. Compensation may vary for roles performed in different locations due to differences in the cost of labor.

The total compensation package for this position may also include eligibility for variable compensation (such as a performance bonus or commission), benefits, and/or participation in other incentive or benefit plans, in accordance with the terms of the applicable plans. Benefits may include medical, dental, and vision coverage, paid time off, and retirement benefits, subject to eligibility requirements.

Medius is an equal opportunity employer . We are committed to providing equal employment opportunities to all qualified applicants and employees, without regard to race, color, religion, sex (including pregnancy, sexual orientation, and gender identity or expression), national origin, ancestry, age, disability (physical or mental), genetic information, medical condition, marital status, citizenship or immigration status, military or veteran status, or any other characteristic protected by applicable federal, state, or local laws.

If you require a reasonable accommodation due to a disability or for religious reasons during the application or interview process, please review our accommodations process.

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