Professional Services Bookings Analyst
Make Your Mark
The Professional Services Bookings Analyst is a key member of the Professional Services Solutions (PSS) organization, focused on ensuring the accuracy and integrity of our services bookings. This role is responsible for maintaining opportunity hygiene by meticulously reviewing Statements of Work (SOWs) and order forms, processing change requests, and supporting the team with essential reporting and ad-hoc analysis. The ideal candidate is detail-oriented, analytical, and thrives in a fast-paced sales environment.
You'll Get To
Opportunity Hygiene & Deal Processing:
- Maintain Salesforce data integrity for all services opportunities, confirming alignment with order form and SOW (pricing, scope, terms), flagging discrepancies to the Professional Services Solutions (PSS) team for resolution.
- Process closed opportunities, ensuring all opportunities in the CRM (Salesforce) accurately reflect the signed contractual documents.
- Assist with processing deal approvals through the appropriate workflow once structure decisions are made by leadership.
- Support the enforcement of services bookings policies and approval workflows. Change Requests & Delivery Support:
- Work with the Delivery team to process change orders: creating the associated opportunity, assisting with approval routing, support order form generation as needed, and ensuring system updates.
- Partner with the PS Back Office team to streamline a...
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