Professional Services Operations Analyst

To get the best candidate experience please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts Job Category Operations Job Details About Salesforce Salesforce is the 1 AI CRM where humans with agents drive customer success together Here ambition meets action Tech meets trust And innovation isn t a buzzword it s a way of life The world of work as we know it is changing and we re looking for Trailblazers who are passionate about bettering business and the world through AI driving innovation and keeping Salesforce s core values at the heart of it all Ready to level-up your career at the company leading workforce transformation in the agentic era You re in the right place Agentforce is the future of AI and you are the future of Salesforce As a Business Analyst on the APAC Professional Services operations team you ll play a key role in supporting and improving our Professional Services processes and tools You will work closely with leaders and team members across Professional Services Operations Delivery and GTM to understand their needs and provide solutions The ideal candidate has strong knowledge of Salesforce and should have strong process business knowledge and experience with Order-to-Cash processes who is comfortable working with both standard and custom tools analyzing data and creating reports and dashboards Key Responsibilities Data Analysis Reporting Create and maintain reports and dashboards in Salesforce and Excel to measure key performance indicators KPIs for Professional Services Help analyze data to provide insights into business performance Financial management Oversee the operational aspects of financial processes including tracking purchase orders understanding statements of work SOWs and reconciling invoices Process Optimization Identify and address operational inefficiencies by analyzing workflows mapping processes and implementing improvements Cross-functional collaboration Work with various departments such as finance resourcing sales legal and revenue recognition to ensure operational strategies align with business goals System and Tool Support Provide support for existing applications including issue identification data management and reporting Understand how our tools work and be an advisor to the business in solving any transactional issues Compliance and quality assurance Monitor and enforce compliance with internal and external policies such as timecard and invoicing governance to maintain quality standards Project Collaboration Work with various teams to help design and implement innovative solutions that increase process efficiency Support projects from initial requirements gathering through to successful implementation Basic Requirements Experience 3-5 years of experience in a business operations or business analyst role with a focus on tools processes and continuous improvement Operation Efficiency A deep understanding of professional services business who understands Bookings Revenue Invoicing and Collections process Attention to detail Meticulousness is crucial for ensuring the accuracy of data and compliance with operational standards Technical Skills Solid understanding of cloud computing and the Salesforce product family Hands-on experience with Salesforce tools and the ability to configure them to support business efficiency Data Reporting Experience with CRM and data management Proficient in generating reports in Salesforce and advanced knowledge of Excel Problem-Solving A proactive approach to identifying and addressing complex business challenges Communication Excellent verbal and written communication skills with the ability to work effectively with stakeholders at various levels of the organization Business acumen A deep understanding of business principles financials and how market trends impact operations Work Style Ability to work independently and as part of a team manage multiple tasks and perform well under pressure Education Bachelor s degree required Working Conditions Minimal travel required Direct Reports None Unleash Your Potential When you join Salesforce you ll be limitless in all areas of your life Our benefits and resources support you to find balance and be your best and our AI agents accelerate your impact so you can do your best Together we ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love Apply today to not only shape the future but to redefine what s possible for yourself for AI and the world Accommodations If you require assistance due to a disability applying for open positions please submit a request via this Posting Statement Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment What does that mean exactly It means that at Salesforce we believe in equality for all And we believe we can lead the path to equality in part by creating a workplace that s inclusive and free from discrimination Any employee or potential employee will be assessed on the basis of merit competence and qualifications - without regard to race religion color national origin sex sexual orientation gender expression or identity transgender status age disability veteran or marital status political viewpoint or other classifications protected by law This policy applies to current and prospective employees no matter where they are in their Salesforce employment journey It also applies to recruiting hiring job assignment compensation promotion benefits training assessment of job performance discipline termination and everything in between Recruiting hiring and promotion decisions at Salesforce are fair and based on merit The same goes for compensation benefits promotions transfers reduction in workforce recall training and education