Client Services Analyst at SailPoint

United States

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Not SpecifiedCompensation

Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Technology, Professional ServicesIndustries

Requirements

3+ years in Professional Services Operations, Business Operations, or Financial Operations roles supporting project delivery and billing
Certinia experience strongly preferred, including hands-on work with project setup, milestones, billing events, and revenue processes
Understanding of project accounting concepts, billing cycles, and transaction management within a professional services environment
Proven ability to analyze operational data to identify patterns, inconsistencies, and improvement opportunities
Strong problem-solving and critical thinking skills, with a track record of driving resolution for data or process issues
Exceptional attention to detail with the ability to manage multiple tasks, systems, and priorities in a fast-paced environment
Excellent communication and collaboration skills for partnering across Finance, Project Management, and Operations teams
Proficiency with Salesforce, Excel, and comfort with data manipulation and reporting
Very strong written and verbal English communication skills
Ability to work in a fast-paced, metric-driven environment with proficient multitasking and navigation
Analytical mind and attention to detail
Self-starter with a continuous improvement mindset comfortable challenging the status quo and recommending process or system enhancements
Bachelor’s degree in Business, Finance, Accounting, or a related field preferred

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

Certinia

Salesforce

billing

project setup

financial transactions

data analysis

reporting

dashboards

process improvement

reconciliation

milestone management

SailPoint

Provides identity security solutions for enterprises

About SailPoint

SailPoint provides identity security solutions that help organizations manage and protect digital identities. Its main products, including IdentityIQ, IdentityNow, and File Access Manager, assist businesses in ensuring compliance with regulations, reducing risks, and controlling access to sensitive information. These products work by giving organizations visibility into who has access to what data, allowing them to manage permissions effectively. SailPoint stands out from competitors by utilizing advanced technologies like artificial intelligence and machine learning to enhance its identity governance capabilities. The company's goal is to be a trusted partner for enterprises in navigating the complexities of identity security, ensuring that they can securely manage access to their critical information.

Austin, TexasHeadquarters

2004Year Founded

$20.7MTotal Funding

IPOCompany Stage

Cybersecurity, AI & Machine LearningIndustries

1,001-5,000Employees

Risks

Emerging identity management startups increase competition, potentially eroding market share.

Rapid technological changes may outpace SailPoint's innovation, risking solution obsolescence.

Integration challenges with acquisitions like SecZetta may disrupt services or misalign strategies.

Differentiation

SailPoint specializes in managing and securing digital identities for enterprises.

The company leverages AI and machine learning to enhance identity security solutions.

SailPoint's IdentityIQ provides visibility and control over user access.

Upsides

Growing demand for remote work security boosts SailPoint's remote access management features.

Rising adoption of AI-driven identity analytics aligns with SailPoint's AI capabilities.

Increased regulatory requirements drive demand for SailPoint's identity governance solutions.

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