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Strategy Operations Manager Professional Services

ClickUp
$91k - $112k est.

This job is closed

As a Strategy & Operations Manager focused on Professional Services at ClickUp, you will serve as a trusted business partner to the VP of Professional Services and the global Services team. You'll be responsible for unlocking data insights to inform strategic decisions and to drive scalability and repeatability in key business processes. You'll also work cross-functionally to execute initiatives centered on operational excellence and accelerating customer growth and revenue retention.
About the role
  • Define, analyze, and report on key financial, operational and customer metrics to promote transparency and continuous improvement
  • Facilitate monthly business reviews with executive leadership to support the department's operating rhythm
  • Conduct modeling, forecasting, and capacity planning in collaboration with PS leaders and Finance team
  • Extract business insights from qualitative and quantitative data, identify potential risks and opportunities, and develop strategic recommendations
  • Lead and execute cross-functional initiatives to optimize and transform customer engagement and internal collaboration processes
  • Provide analysis and recommendations for compensation and incentive programs
About you
  • 5+ years in an Operations and/or Strategy role focused on Professional Services, CX/CS, Revenue, Growth, or similar functions
  • Expert in building reports and modeling data in Excel, business intelligence software, or similar tools
  • Experience with managing budgets, forecasting, and variance analysis
  • Deep knowledge of professional services processes, tools, and metrics
  • Strong understanding of SaaS business model and KPIs in a high-growth, global organization
  • Proficient with Salesforce, ClickUp, NetSuite or comparable platforms
  • Effective at engaging and influencing diverse stakeholders, building consensus, and driving collaborative change
  • Detail-oriented, particularly when working with complex sets of customer and financial data
  • Skilled at assessing priorities and re-evaluating as conditions change
  • Thrives in a fast-paced, entrepreneurial environment with evolving business needs
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