Business Operations Specialist

Remote

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Professional Services, Information TechnologyIndustries

Requirements

Candidates must have at least 3 years of experience in resource management, project management, or PSA administration within the software, consulting, or professional services sectors. Experience with Certinia PSA (formerly FinancialForce PSA) or similar platforms is required, along with proficiency in Microsoft Office Suite (Excel, PowerPoint, SharePoint). Familiarity with Jira for project setup and administration, experience with document repositories like Confluence, strong analytical and data analysis skills, excellent problem-solving abilities, and clear communication skills are also necessary. The ability to influence stakeholders, high attention to detail, autonomy, strong organizational skills, and the capacity to coordinate across teams are essential.

Responsibilities

The Business Operations Specialist will serve as the primary administrator for the Certinia PSA platform, managing users, creating templates, and optimizing workflows. Responsibilities include tracking billable utilization, managing resource forecasts and capacity planning, and analyzing reports and dashboards to provide insights on resource utilization trends to leadership. The specialist will also support integrations between Certinia PSA, Salesforce CRM, and other business systems, ensure data integrity and process compliance, and deliver weekly utilization reports. Additionally, they will identify and recommend system improvements and process optimizations.

Skills

Certinia PSA

Salesforce CRM

Resource Planning

Revenue Forecasting

Utilization Analysis

Data Integrity

Report Creation

System Administration

Workflow Optimization

Data Analysis

Problem-Solving

User Training

Effectual

Cloud innovation and IT modernization services

About Effectual

Effectual specializes in modernizing IT infrastructure for businesses, focusing on cloud innovation. The company helps both commercial enterprises and public sector customers enhance their IT systems by using established methods and cloud solutions to accelerate digital transformation. Effectual's services include modern application development, cloud strategy, data analytics, and generative AI services, all aimed at improving data-driven decision-making. A significant part of their approach is ensuring data security and compliance, which helps businesses mitigate risks and protect their reputations. Additionally, Effectual assists clients in optimizing their cloud costs by reducing technical debt and the total cost of ownership. The goal of Effectual is to turn business challenges into successful outcomes through effective IT modernization.

Jersey City, New JerseyHeadquarters

2018Year Founded

GROWTH_EQUITY_VCCompany Stage

Data & Analytics, Enterprise Software, Cybersecurity, AI & Machine LearningIndustries

51-200Employees