Professional Services Coordinator

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Jacksonville, FL
$1 - $99
Job Type
Direct Hire
Jan 02, 2018
Job ID

Our client is looking for a Professional Services Coordinator to join their EPS Business Unit in their Jacksonville, FL office.  
The Professional Services Coordinator is responsible for administration and workflow around initiating, processing, tracking and completing services engagements. This includes assisting Services Team leads in managing project information and billing requirements. The Professional Services Coordinator is assigned to work with specific team leads, assisting with process compliance, paperwork requirements for billing and use of SFDC for project data. The Professional Services Coordinator works with the Director of Services to ensure compliance with proscribed use of SFDC as well as working closely with Sales OPS coordinators toward timely and accurate billing of delivered services and metrics tracked in SFDC. The Professional Services Coordinator acts as expert in prescribed use of SFDC, providing training to Services users as required. The Professional Services Coordinator has responsibility for generating and ensuring good data in metrics and dashboard reporting.

  • Assist Services team leads with required paperwork, PSCF, Call offs, scheduling, etc
  • Provide user training and assistance in use of SFDC for Services
  • Generate reports as required from SFDC and SAP data
  • Drive compliance of SFDC in Services
  • Provide data from specific services groups as required by management
  • Implement and maintain services OPS group processes
  • Create new reports as needed in Salesforce to drive key metrics within Professional Services
  • Schedule all service resources for all active contracts as well as incremental business
  • Create PSCF’s for services team to include new contract and incremental
  • Manage Salesforce Dashboard and Timesheets to ensure consultant compliance and notify manager of both non-compliance of both
  • Ensure that all expenses and billings in Salesforce are being properly reflected in SAP and in the proper accounting period
  • Coordinate pre-sales services (Demo needs) with sales if required
  • Work with A/R team to provide any backup related to disputes in services
  • Ensure EPS billing report accurately reflects the teams revenue generation on a monthly basis
  • Work with the support team to turn any training needs into a consulting engagement
  • Ad hoc reporting or special projects as needed
Required Skills:

Education: Bachelor’s degree or work experience equivalent
Experience: Minimum of 2 years’ experience in an administrative or services coordinator position in client services organization. Must possess a good understanding and experience in use of CRM and management systems. Background in billing and contract fulfillment.
Skill Requirements: Excellent communication, organizational, leadership, interpersonal and problem solving skills. Previous experience with, Excel and SAP is a plus.