Remote Ops Lead: Solutions Eng & Services

Socket.dev

New York (NY)

On-site

USD 150,000 - 175,000

Full time

14 days+

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Job summary

Parloa is seeking an Operations Manager, Solution Engineering & Services to serve as the operating system for a global org spanning Solution Engineering and Professional Services. You will own capacity models, forecasting in Salesforce and Rocketlane, invoicing accuracy in SAP, and deploy AI-driven automations to eliminate operational drag across the organization.

You will build dashboards, lead weekly/monthly/quarterly cadences, and partner with Finance/RevOps on drivers while maintaining

Qualifications

5+ years in Ops / BizOps / PS Ops supporting technical, customer-facing teams in SaaS.
Experience building operating cadence, capacity planning, and PS forecasting.
Dashboard ownership and strong operational storytelling.
Rocketlane or equivalent PSA tool ownership: resource planning, project tracking, and utilization reporting.
Experience designing and deploying workflow automations with n8n, Zapier, or equivalent integration tooling.
Hands-on work with AI agents applied to operational workflows - timecard automation, resource recommendations, project health alerts.
Invoicing and revenue recognition experience - comfortable in SAP or a comparable ERP.
Strong systems thinking: connect Salesforce → Rocketlane → SAP into a coherent operating model.
Data fluency: model capacity and turn messy data into decisions.
Executive communication: concise, high-signal

Responsibilities

Design and deploy AI agents and workflow automations that eliminate manual, repetitive operational work across PS; evaluate new AI tooling and agentic capabilities on an ongoing basis, bringing proposals grounded in measurable efficiency gains.
Own the integration layer between Salesforce, Rocketlane, SAP, Jira, and reporting tools.
Build dashboards that lead to decisions and become the operational partner to Solution Engineering and Professional Services leadership.
Build and run the weekly / monthly / quarterly rhythm: pipeline + capacity review, delivery health, KPI reviews, and QBR support.
Own PS demand forecasting in Salesforce: pipeline signals and services attach rates.
Partner with Finance / RevOps on services drivers; call out constraints proactively.
Maintain forecast accuracy as a tracked, trusted metric reviewed at the executive level.
Manage invoicing workflows and revenue recognition accuracy in SAP; flag and resolve discrepancies proactively.
Support milestone billing triggers and ensure alignment between delivery milestones and finance timelines.
Build and maintain an end-to-end capacity model across PS roles and regions: utilization, bench, skill coverage, and hiring needs.
Own resource planning and allocation in Rocketlane - ensure the right people are on the right projects at the right time.
Track and report utilization targets; surface over/under-allocation risks.
Co-own design of project health and hygiene in Rocketlane: milestone tracking, status updates, budget vs. actuals, and change control.
Standardize the pre-sales → delivery handoff, scoping → SOW inputs, and change control workflows.
Build templates and checklists that reduce ambiguity and prevent rework