Professional Services Operations Manager

United States Digital Space LLC; San Francisco (CA); Hybrid; USD 129,000 - 154,000; Full time

Benefits offered by this job

Competitive salary + equity

Medical, dental, vision coverage

401k plan & match

Flexible paid time off

Parental leave

Office bicycle storage

Team events

Job summary

Fin is seeking an analytical Solutions Operations Manager to join the Revenue Operations team, supporting ProServ and SE. You will design scalable processes and data-driven dashboards to improve performance, forecasting, and customer outcomes across the lifecycle.

As a strategic partner, you will align with Sales, Analytics, Finance and RevOps, drive efficient launches, and optimize day-to-day execution using tools like RocketLane and Salesforce.

Qualifications

• Bachelor’s degree required.
• 5+ years in Solutions Operations supporting ProServe & SE in SaaS/AI.
• Salesforce: reporting, dashboards, data integrity, user administration.

Responsibilities

• Design scalable processes for SE and ProServ planning, delivery and measurement.
• Build data-driven dashboards for performance, forecasting and outcomes.
• Monitor activation rates, go-live metrics and delivery timeliness with leadership.
• Analyze utilization, attach rate, bookings/margin to drive operational excellence.
• Identify trends and surface insights to inform strategic priorities.

Skills

Reporting

Dashboards

Data integrity

User administration

Project management

Clear communication

Strategic business acumen

Tableau

Gong

SQL

Excel/Google Sheets

Education

Bachelor’s Degree

Tools

RocketLane

Salesforce

Job description

Fin is the AI Customer Agent company on a mission to help businesses provide perfect customer experiences.

Our AI Agent Fin is the highest-performing AI Customer Agent on the market today, enabling businesses to deliver impeccable, always-on customer support across the customer journey – from service, to sales, to ecommerce. Powered by our own AI models, Fin resolves complex customer issues end-to-end across every channel, with minimal set-up and integration. Fin can also be combined with our natively integrated the company help desk for one single system that is designed to meet the needs of modern day support teams.

Founded in 2011, Fin became one of the fastest growing companies and remains one of the largest private software companies in the world with nearly 30,000 global businesses using our products to transform their customer support. Driven by our core values, we push boundaries, build with speed and intensity, and relentlessly deliver incredible value to our customers.

What's the opportunity?

We’re looking for an analytical and experienced Solutions Operations Manager to join our Revenue Operations department, supporting our growing Professional Services (ProServ) and Solutions Engineering (SE) organizations. Our mission in RevOps is to empower Fin's go-to-market teams with the systems, insights, and strategies that drive predictable revenue growth and exceptional customer experiences.

In this role, you’ll be a pivotal strategic and operational partner to ProServ and SE leadership - bringing clarity, structure, and data-driven insight to how these teams plan, deliver, and scale. The work you do will directly shape how we operate across the customer lifecycle, helping Fin grow efficiently while delivering meaningful value to customers.

What will I be doing?

• Design, refine, and manage scalable processes that improve how our SE and ProServ teams plan, deliver, and measure impact.
• Build data-driven frameworks and dashboards that bring visibility to performance, forecasting, and business outcomes - including POC effectiveness, attach rates, and post-engagement performance of our AI Agent, Fin.
• Partner with ProServ leadership to monitor Fin Activation Rate, Go-Live Rate, and Time to Go-Live, ensuring launches are efficient and customer outcomes are achieved on schedule.
• Measure and analyze Utilization, Services Attach Rate, and Bookings/Margin performance to drive operational excellence and forecast delivery capacity.
• Analyze trends and surface insights that influence strategic decisions and operational priorities.
• Partner with cross-functional teams (Sales, Analytics, Finance, RevOps) to align strategy, goals, and execution.
• Own and continuously improve operational systems and tools - such as RocketLane and Salesforce - that power day-to-day execution.
• Serve as a trusted advisor, providing clear points of view, recommendations, and structure in a fast-changing environment.

What skills do I need?

• Bachelor’s Degree.
• 5+ years of experience in Solutions Operations, ideally directly supporting ProServe & SE teams within a high-growth SaaS or AI company. Experience with Partners preferred.
• Salesforce Skills: Reporting, dashboards, data integrity, user administration, etc.
• PSA Platform Experience: RocketLane or similar.
• Advanced Data Modeling & Analytics: Expert Excel/Google Sheets; translate complex data into actionable insights.
• Strong Project Management: Manage multiple projects from scope to delivery; organized & detail-oriented.
• Clear Communication: Concise written/verbal skills; adept at presenting insights to leadership.
• Strategic Business Acumen: Translate solutions strategy into operational plans; proactive problem-solver.

Bonus skills & attributes

• Experience with Tableau, Gong, SQL.

Benefits

We are a well-treated bunch with awesome benefits! If there’s something important to you that’s not on this list, talk to us!

• Competitive salary and meaningful equity
• Comprehensive medical, dental, and vision coverage
• Regular compensation reviews - great work is rewarded!
• Unlimited access to Claude Code and best-in-class AI tools; experimentation & building is encouraged & celebrated.
• Flexible paid time off policy
• Paid Parental Leave Program
• 401k plan & match
• In-office bicycle storage
• Fun events for employees, friends, and family!

*Proof of eligibility to work in the United States is required.

The base salary range for candidates within the San Francisco Bay Area is $128,700 - $153,725. Actual base pay will depend on a variety of factors such as education, skills, experience, location, etc. The base pay range is subject to change and may be modified in the future. All regular employees may also be eligible for the corporate bonus program or a sales incentive (target included in OTE) as well as stock in the form of Restricted Stock Units (RSUs).

Policies

Fin has a hybrid working policy. We believe that working in person helps us stay connected, collaborate easier and create a great culture while still providing flexibility to work from home. We expect employees to be in the office at least three days per week.

We have a radically open and accepting culture at Fin. We avoid spending time on divisive subjects to foster a safe and cohesive work environment for everyone. As an organization, our policy is to not advocate on behalf of the company or our employees on any social or political topics out of our internal or external communications. We respect personal opinion and expression on these topics on personal social platforms on personal time, and do not challenge or confront anyone for their views on non-work related topics. Our goal is to focus on doing incredible work to achieve our goals and unite the company through ourcore values.

Fin values diversity and is committed to a policy of Equal Employment Opportunity. Fin will not discriminate against an applicant or employee on the basis of race, color, religion, creed, national origin, ancestry, sex, gender, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, gender identity, gender expression, marital status, or any other legally recognized protected basis under federal, state, or local law.