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Director, Professional Services Operations
Director, Professional Services Operations-February 2024
Clyde Hill
Feb 10, 2026
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 ManagementLead the evolution and transformation of our quote-to-revenue operations, providing the framework for the business to achieve essential success metricsEstablish and oversee business process standards that help our services delivery teams engage with customersPartner with the operations excellence team to implement ongoing improvements to our quote-to-revenue process and Professional Services Automation (PSA) systemFoster process consistency across regions to improve forecasting and reporting accuracy of bookings and revenueLead a team of services operations specialists responsible for supporting daily processesRevenue Management, Reporting & AnalyticsOversee all aspects of services revenue management including weekly, monthly, and quarterly reporting on forecast and performanceDevelop 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 ratePartner with sales and services leadership to ensure accuracy and quality of the pipeline. Facilitate regular pipeline reviewsRun 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 impactYou Have:10+ experience in a hi-tech professional services organization or in services operational roles driving strategy & operationsExcellent working knowledge of Customer Relationship Management (CRM) software (Salesforce). Experience building reports, dashboards and extracting dataWorking knowledge of Professional Services Automation (PSA) tools (such as FinancialForce) and ERP systems such as NetsuiteExperience optimizing processes for a professional services businessHands-on operational skill and initiative in framing operational issues and ensuring actionExcel 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 contributorsPerks & Benefits:HSA, 100% employer-paid premiums, or Buy-up medical/vision and dental coverage options for full-time employeesStock - Restricted Stock Units (RSUs) for eligible rolesLucrative 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 productivityFlexib

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