Client Operations Specialist

Praecipio is looking for a Client Operations Specialist

Why Praecipio?

We bring it all together – people, processes, and technology – to help businesses thrive. We focus on solving problems and taking action globally at the enterprise level to empower successful Process frameworks, IT Service Management (ITSM), DevOps, Enterprise Service Management (ESM). Our expertise with Atlassian products has earned us Platinum Partner and with that knowledge we architect solutions that enable our customers to stay focused on the work that matters most – solving the biggest problems that exist in the world today. 

Join our team as a Client Operations Specialist, where you'll play a key role in optimizing resource allocation, managing project schedules, and ensuring smooth operations across teams. You'll collaborate with diverse departments, use your problem-solving skills to tackle resource challenges, and improve processes to drive project success. If you're organized, data-driven, and thrive in a fast-paced, collaborative environment, this is the perfect opportunity to make a real impact and grow your career.

Day-to-Day Responsibilities

• Help maintain an effective resource allocation plan to ensure the optimal use of consultants and project teams.
• Help forecasting resource needs based on upcoming projects, client demands, and internal priorities.
• Assist Operations Manager in coordinate with delivery mgmt to understand resource requirements and ensure the right skill sets are assigned to each project.
• Assist and own the track resource availability, skills, and utilization rates to ensure appropriate staffing for all projects.
• Balance workloads to avoid over- or under-utilization of resources.
• Adjust resource plans in response to shifting priorities, changes in project scope, or client requests.
• Manage a scheduling system to ensure timely delivery of projects and alignment of resource availability.
• Collaborate with project managers and department heads to ensure efficient use of resources across multiple projects.
• Monitor resource utilization metrics and generate reports on resource availability, productivity, and forecasting accuracy.
• Provide actionable insights and recommendations for improving resource efficiency and project execution.
• Present resource-related data to leadership and key stakeholders for decision-making.
• Shared responsible for maintaining integrity of Salesforce and Netsuite data and processes
• Identify potential resource shortages or conflicts and proactively work with stakeholders to mitigate risks.
• Adjust resource allocations quickly in response to project delays, resource unavailability, or unforeseen challenges.
• Continuously improve resource management processes and tools to increase efficiency, reduce resource conflicts, and ensure optimal staffing.
• Stay updated on industry best practices and incorporate them into resource planning workflows.

Requirements for Success

• Ethics and Values – Adheres to a set of core values and beliefs during good times and bad, acts in line with those values. Practice what you preach. 
• Integrity and Trust – Is widely trusted and is viewed as direct and truthful.
• Problem Solving – Solves difficult problems logically and with effective solutions.
• Self-Development – Is personally committed and actively works to continuously improve himself/herself.
• Humor – Has a positive and constructive sense of humor, is appropriately funny and can use humor to ease tension.
• Discretion - Has the ability to respect sensitive information.
• Intellectual Drive – Bright and intelligent, deals with concepts and complexity with ease.
• Composure – Remains cool under pressure, does not become defensive or irritated when times are tough.
• Drive for Results – Can be counted on to exceed goals and steadfastly pushes self and others for results.
• Fast Learner – Learns skills quickly with facing new problems, a relentless and versatile learner, open to change, and analyzes both successes and failures for clues to improvement. 
• Decision Quality – Makes good decisions based on a mixture of analysis, wisdom, experience and judgment.
• Perseverance – Pursues everything with energy, drive, and a need to finish.
• Creative – Finds solutions and new and unique ideas, easily makes connections and tends to be seen as value-adding in brainstorming sessions.
• Proactive – Thinks ahead and prevents potential issues and problems.

Preferred Qualifications

• Strong organizational and multitasking abilities.
• Thrives in a process centric, metric-driven environment
• Strong communication and interpersonal skills for effective stakeholder management.
• Executes while context switching between several different projects/tasks at once
• Analytical mindset with the ability to interpret data and make informed decisions.
• Ability to manage competing priorities and work under tight deadlines.
• Ability to prioritize and manage multiple tasks/projects & meet deadlines
• Resilient, problem-solving, self-learner 
• Excellent verbal and written communication skills

Basic Qualifications

• Minimum of 6 months experience with NetSuite and Salesforce
• Minimum of 2 years in a start-up, small to medium sized organization

Salary $70,000 - $80,000 USD  base salary depending on location and experience.

Location

Remote in the US, Canada or Mexico

Praecipio Consulting is an equal opportunity employer and will consider all qualified applicants without unlawful discrimination based on race, color, creed, national origin, sex, age, disability, marital status, sexual orientation or citizenship status.Praecipio complies with applicable federal, state, and local laws governing nondiscrimination in employment.