Client Operations Specialist

Summary

Join Praecipio as a Client Operations Specialist and optimize resource allocation, manage project schedules, and ensure smooth team operations. You will collaborate across departments, solve resource challenges, and improve processes. This role requires organization, data-driven decision-making, and thriving in a fast-paced environment. You will maintain resource allocation plans, forecast needs, coordinate with delivery management, track resource availability, balance workloads, and manage scheduling systems. The position involves collaboration with project managers and stakeholders, monitoring metrics, generating reports, and presenting data. Success requires strong ethical values, problem-solving skills, and a proactive approach.

Requirements

• Adheres to a set of core values and beliefs during good times and bad, acts in line with those values. Practice what you preach
• Is widely trusted and is viewed as direct and truthful
• Solves difficult problems logically and with effective solutions
• Is personally committed and actively works to continuously improve himself/herself
• Has a positive and constructive sense of humor, is appropriately funny and can use humor to ease tension
• Has the ability to respect sensitive information
• Bright and intelligent, deals with concepts and complexity with ease
• Remains cool under pressure, does not become defensive or irritated when times are tough
• Can be counted on to exceed goals and steadfastly pushes self and others for results
• 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
• Makes good decisions based on a mixture of analysis, wisdom, experience and judgment
• Pursues everything with energy, drive, and a need to finish
• Finds solutions and new and unique ideas, easily makes connections and tends to be seen as value-adding in brainstorming sessions
• Thinks ahead and prevents potential issues and problems
• Minimum of 6 months experience with NetSuite and Salesforce
• Minimum of 2 years in a start-up, small to medium sized organization

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

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

Benefits

• Salary $70,000 - $80,000 USD base salary depending on location and experience
• Remote in the US, Canada or Mexico