Professional Services Operations Specialist

Planisware; Denver (CO); Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life Insurance

Disability insurance

401(k) plan

FSA plan

Cell phone allowance

Internet allowance

Annual kick-off trip

Quarterly events

Monthly happy hours

Company charitable donation match

Tuition assistance

Job summary

Planisware, a global provider of project and portfolio management software, is seeking a detail-oriented Operations Specialist for its Denver team. The role focuses on data quality, process compliance, onboarding, and coordinating with Finance, Customer Success, and Sales to keep internal systems running smoothly.

You will manage recurring operational cycles, maintain documentation, and collaborate across teams to support efficient service delivery.

Qualifications

• BA/BS with 2–5 years experience preferred.
• Strong organizational skills and attention to detail.
• Comfortable working with business systems, data, reports, and spreadsheets.
• Strong follow-through and ability to manage recurring deadlines and multiple priorities.
• Clear written and verbal communication.

Responsibilities

• Monitor adherence to internal processes and ensure information in our project management system, Salesforce, and document management system is accurate and up to date.
• Support recurring operational processes such as forecasting, invoicing, timecard compliance, and other business cycles.
• Coordinate onboarding and introductory training on internal systems and processes for new employees.
• Maintain clear and current documentation for internal processes, procedures, and standards.
• Work with Professional Services, Customer Success, Sales, Finance, and other teams to ensure shared processes and systems are used correctly and consistently.
• Support recurring internal meetings and activities, including scheduling, reminders, materials, and action tracking.

Skills

Organizational skills

Attention to detail

Communication skills

Cross-team collaboration

Data & systems aptitude

Education

BA or BS degree

Tools

Salesforce

ERP systems

Job description

Planisware is a global provider of software solutions for project and strategic portfolio management. Our solutions are designed to support product development, engineering, and IT business processes. For close to 30 years, Planisware has helped customers accelerate innovation, deliver operational excellence, make informed strategic decisions, and increase portfolio value and success. Today, more than 1,000 companies worldwide rely on Planisware to manage their projects, resources, and portfolios.

About the Role

The Professional Services Operations Specialist supports the day-to-day operations of our Professional Services organization and helps ensure that our internal processes, systems, and recurring activities run smoothly and consistently.

This role is ideal for someone who is highly organized, detail-oriented, comfortable working with data and business systems, and proactive about following up and getting things done. You will work closely with Professional Services leadership and collaborate with teams including Finance, Customer Success, and Sales.

This role is based out of our Denver office. Planisware currently has a hybrid policy of working in the office four days per week, Monday through Thursday, with remote work allowed on Friday. This is subject to change as the company sees fit.

Key Responsibilities

• Process Compliance & Data Quality — Monitor adherence to internal processes and ensure information in our project management system, Salesforce, and document management system is accurate and up to date. Follow up with employees, resolve issues, and escalat when needed.
• Recurring Professional Services Operations — Support and coordinate recurring operational processes such as forecasting, invoicing, timecard compliance, and other regular business cycles. Prepare reports, track status, and identify outstanding issues.
• Onboarding, Training & Adoption — Coordinate the operational onboarding of new employees, provide introductory training on internal systems and processes, maintain training materials, and support ongoing user adoption.
• Process Documentation — Maintain clear and current documentation for internal processes, procedures, and standards, and communicate updates when processes change.
• Systems & Process Coordination — Work with Professional Services, Customer Success, Sales, Finance, and other teams as needed to ensure shared operational processes and systems—including our project management system, Salesforce, and document management tools—are used correctly and consistently.
• Operational Coordination — Support recurring internal meetings and activities, including scheduling, meeting logistics, reminders, materials, action tracking, and general operational follow-up.

Qualifications

• BA or BS degree with 2 to 5 years of experience preferred
• Strong organizational skills and attention to detail
• Comfortable working with business systems, data, reports, and spreadsheets
• Strong follow-through and ability to manage recurring deadlines and multiple priorities
• Clear written and verbal communication skills
• Comfortable following up with employees and coordinating across teams
• Proactive, reliable, and able to work independently within defined processes
• Experience in Professional Services, business operations, project coordination, or a similar environment preferred
• Experience with CRM, ERP, project management, or related business systems is a plus
• Up to 4 months maternity leave and paternity leave
• Health, dental, and vision insurance
• Life, short-term, and long-term disability insurance
• 401(k) plan with company variable contribution
• FSA plan, including employer contribution
• Cell phone and internet allowances
• Annual company kick-off trip
• Quarterly events and monthly happy hours
• Company charitable donation match and community outreach opportunities
• Tuition assistance program and graduate program