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Director, Professional Services Operations
Director, Professional Services Operations-May 2024
Flexible / Remote
May 6, 2025
About Director, Professional Services Operations

  The Revenue Operations team is looking for a strategically driven Director of Professional Services Operations to lead the daily operations of the global professional services business.You will oversee essential operations processes, revenue management, and manage the reporting/forecasting of important metrics such as bookings and revenue. Partnering with the line-of-business leaders across services, sales, finance, systems, and other supporting functions, you will guide the strategic direction of our quote-to-revenue process and analytics, and daily operations to support global revenue growth.

  In 2005, Smartsheet was founded on the idea that teams and millions of people worldwide deserve a better way to deliver their very best work. Today, we deliver a leading cloud-based platform for work execution, empowering organizations to plan, capture, track, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.

  You will report to our SVP of Revenue Operations  located in our Bellevue office.

  You Will:

  Business Process Management

  Lead the evolution and transformation of our quote-to-revenue operations, providing the framework for the business to achieve essential success metrics Establish and oversee business process standards that help our services delivery teams engage with customers Partner with the operations excellence team to implement ongoing improvements to our quote-to-revenue process and Professional Services Automation (PSA) system Foster process consistency across regions to improve forecasting and reporting accuracy of bookings and revenue Lead a team of services operations specialists responsible for supporting daily processes Revenue Management, Reporting & Analytics

  Oversee all aspects of services revenue management including weekly, monthly, and quarterly reporting on forecast and performance Develop a consistent and accurate forecast reporting framework across services lines of business. Analyze trends and provide feedback and insights to services leadership. Lead the forecasting efforts against essential metrics such as bookings, billings, revenue, margin, and attach rate Partner with sales and services leadership to ensure accuracy and quality of the pipeline. Facilitate regular pipeline reviews Run ongoing reporting of resource capacity, billable utilization, and pacing providing insights and strategies to support forecasted demand. Partner with the finance team, contributing to annual planning, headcount investment decisions and revenue impact You Have:

  10+ experience in a hi-tech professional services organization or in services operational roles driving strategy & operations Excellent working knowledge of Customer Relationship Management (CRM) software (Salesforce). Experience building reports, dashboards and extracting data Working knowledge of Professional Services Automation (PSA) tools (such as FinancialForce) and ERP systems such as Netsuite Experience optimizing processes for a professional services business Hands-on operational skill and initiative in framing operational issues and ensuring action Excel experience and the ability to conduct analysis of complex data and translate the results into applicable insights and presentations (Pivot Tables, Vlookups) Experience collaborating with diverse audiences with all levels of an organization, from senior executives to individual contributors Perks & Benefits:

  HSA, 100% employer-paid premiums, or Buy-up medical/vision and dental coverage options for full-time employees Stock - Restricted Stock Units (RSUs) for eligible roles Lucrative Employee Stock Purchase Program (15% discount) 401k Match to help you save for your future (50% of your contribution up to the first 6% of your eligible pay) Monthly stipend to support your work and productivity Flexible Time Away Program, plus Incidental Sick Leave US employees are automatically covered under Smartsheet-sponsored life insurance, short-term, and long-term disability plans US employees receive 12 paid holidays per year Up to 24 weeks of Parental Leave Personal paid Volunteer Day to support our community Opportunities for professional growth and development including access to LinkedIn Learning online courses Company Funded Perks, including a counseling membership, local retail discounts, and your own personal Smartsheet account Teleworking options from any registered location in the U.S. (role specific) Smartsheet provides a competitive range of compensation for roles that may be hired in different geographic areas we are licensed to operate our business from. Actual compensation is determined by several factors including, but not limited to, level of professional, educational experience, skills, and specific candidate location. In addition, this role will be eligible for a market competitive bonus and RSU stock grant upon accepted offer. California & New York: $183,600 to $216,000 | All other US States: $170,000 to $200,000

  Get to Know Us:

  At Smartsheet, we’ve created a place where everyone is welcome — people from all over the world, all backgrounds, all ages, all colors, and all beliefs working side by side. Here, everyone can make a difference and empower others to do the same. You’re encouraged to apply even if your experience doesn’t precisely match our job description—if your career path has been nontraditional, that will set you apart. At Smartsheet, we empower everyone, everywhere to change the way the world works—join us

  Equal Opportunity Employer:

  Smartsheet is an Equal Opportunity Employer committed to fostering an inclusive environment with the best employees. We provide employment opportunities without regard to any legally protected status in accordance with applicable laws in the US, UK, Australia, Japan, Costa Rica, and Germany. If there are preparations we can make to help ensure you have a comfortable and positive interview experience, please let us know.

   

  #BI-Remote

  #LI-Remote

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