[Remote] Professional Services Operations Analyst

Note: The job is a remote job and is open to candidates in USA. SailPoint is a company that plays a critical role in enabling the success of its Professional Services organization. The Client Services Operations Associate will manage day-to-day operational flow to support accurate billing, clean project data, and efficient execution of core business activities.

Responsibilities

• Own operational excellence across project setup, milestone management, billing, and reporting within Certinia and Salesforce
• Validate and maintain project data integrity by ensuring accuracy of key fields such as billing milestones, project types, and financial transactions
• Analyze operational data to identify discrepancies, trends, and process gaps, escalating issues and driving resolution proactively
• Support month end close activities, including milestone verification, billing event generation, and reconciliation of project financials
• Collaborate cross-functionally with Finance, Project Management, and PS Operations leadership to streamline workflows and resolve transaction or system related blockers
• Monitor operational performance through dashboards and reports, providing insights that enable leadership to make informed business decisions
• Document and refine processes to ensure consistency in project setup, billing execution, and reporting practices across global teams
• Contribute to continuous improvement initiatives by identifying automation opportunities and recommending system or process enhancements to increase accuracy and efficiency
• Serve as a subject matter liaison for Certinia processes and data standards within the Professional Services organization Skills
• 3+ years in Professional Services Operations, Business Operations, or Financial Operations roles supporting project delivery and billing.
• Hands-on experience with Certinia.
• Solid understanding of billing and financial transactions.
• Strong problem-solving and critical thinking skills.
• Exceptional attention to detail.
• Excellent communication and collaboration skills.
• Proficiency with Salesforce, Excel, and comfort with data manipulation and reporting.
• Self-starter with a continuous improvement mindset.
• Ability to manage multiple tasks, systems, and priorities in a fast-paced environment.
• Ability to analyze operational data to identify patterns, inconsistencies, and improvement opportunities.
• Certinia experience is strongly preferred, including hands-on work with project setup, milestones, billing events, and revenue processes.
• Bachelor’s degree in Business, Finance, Accounting, or a related field preferred.

Benefits

• Health and wellness coverage: Medical, dental, and vision insurance
• Disability coverage: Short-term and long-term disability
• Life protection: Life insurance and Accidental Death & Dismemberment (AD&D)
• Additional life coverage options: Supplemental life insurance for employees, spouses, and children
• Flexible spending accounts for health care, and dependent care; limited purpose flexible spending account
• Financial security: 401(k) Savings and Investment Plan with company matching
• Time off benefits: Flexible vacation policy
• Holidays: 8 paid holidays annually
• Sick leave
• Parental support: Paid parental leave
• Employee Assistance Program (EAP) and Care Counselors
• Voluntary benefits: Legal Assistance, Critical Illness, Accident, Hospital Indemnity and Pet Insurance options
• Health Savings Account (HSA) with employer contribution Company Overview
• SailPoint is an identity and access management provider helping organizations deliver and manage user access from any device. It was founded in 2005, and is headquartered in Austin, Texas, USA, with a workforce of 1001-5000 employees. Its website is Company H1B Sponsorship
• SailPoint has a track record of offering H1B sponsorships, with 30 in 2025, 35 in 2024, 29 in 2023, 51 in 2022, 20 in 2021, 22 in 2020. Please note that this does not guarantee sponsorship for this specific role. Apply tot his job

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