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SailPoint · 2 months ago

Professional Services Operations Analyst

United States

Full-time

Remote

Mid Level

$77K/yr - $143K/yr

3+ years exp

SailPoint is a company that plays a critical role in enabling the success of its Professional Services organization. The Client Services Operations Associate will manage day-to-day operational flow to support accurate billing, clean project data, and efficient execution of core business activities.

Enterprise SoftwareIdentity ManagementRisk ManagementSoftware

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Own operational excellence across project setup, milestone management, billing, and reporting within Certinia and Salesforce

Validate and maintain project data integrity by ensuring accuracy of key fields such as billing milestones, project types, and financial transactions

Analyze operational data to identify discrepancies, trends, and process gaps, escalating issues and driving resolution proactively

Support month end close activities, including milestone verification, billing event generation, and reconciliation of project financials

Collaborate cross-functionally with Finance, Project Management, and PS Operations leadership to streamline workflows and resolve transaction or system related blockers

Monitor operational performance through dashboards and reports, providing insights that enable leadership to make informed business decisions

Document and refine processes to ensure consistency in project setup, billing execution, and reporting practices across global teams

Contribute to continuous improvement initiatives by identifying automation opportunities and recommending system or process enhancements to increase accuracy and efficiency

Serve as a subject matter liaison for Certinia processes and data standards within the Professional Services organization

Qualification

CertiniaBilling processesFinancial transactionsSalesforceData analysisContinuous improvement mindsetAttention to detailProblem-solvingCommunication skillsCollaboration skills

Required

3+ years in Professional Services Operations, Business Operations, or Financial Operations roles supporting project delivery and billing

Hands-on experience with Certinia

Solid understanding of billing and financial transactions

Strong problem-solving and critical thinking skills

Exceptional attention to detail

Excellent communication and collaboration skills

Proficiency with Salesforce, Excel, and comfort with data manipulation and reporting

Self-starter with a continuous improvement mindset

Ability to manage multiple tasks, systems, and priorities in a fast-paced environment

Ability to analyze operational data to identify patterns, inconsistencies, and improvement opportunities

Preferred

Certinia experience is strongly preferred, including hands-on work with project setup, milestones, billing events, and revenue processes

Bachelor's degree in Business, Finance, Accounting, or a related field preferred

Benefits

Health and wellness coverage: Medical, dental, and vision insurance

Disability coverage: Short-term and long-term disability

Life protection: Life insurance and Accidental Death & Dismemberment (AD&D)

Additional life coverage options: Supplemental life insurance for employees, spouses, and children

Flexible spending accounts for health care, and dependent care; limited purpose flexible spending account

Financial security: 401(k) Savings and Investment Plan with company matching

Time off benefits: Flexible vacation policy

Holidays: 8 paid holidays annually

Sick leave

Parental support: Paid parental leave

Employee Assistance Program (EAP) and Care Counselors

Voluntary benefits: Legal Assistance, Critical Illness, Accident, Hospital Indemnity and Pet Insurance options

Health Savings Account (HSA) with employer contribution

Company

SailPoint

Glassdoor4.4

SailPoint is an identity and access management provider helping organizations deliver and manage user access from any device.

Founded in 2005

Austin, Texas, USA

1001-5000 employees

http://www.sailpoint.com

H1B Sponsorship

SailPoint has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (40)

2024 (35)

2023 (29)

2022 (51)

2021 (20)

2020 (22)

Funding

Current Stage

Public Company

Total Funding

$26.08M

Key Investors

Thoma Bravo

2022-04-11Acquired

2017-11-16IPO

2014-12-25Series Unknown· $0.25M

Leadership Team

Mark McClain

CEO & Founder

Brian Carolan

Chief Financial Officer (CFO)