Associate Operations Analyst

Associate Operations Analyst – Professional Services Operations

Location

São Paulo, Brazil (Remote)

Why You Should Join Accruent?

Our Professional Services team plays a critical role in helping customers successfully adopt and realize value from our products. We partner closely with Sales and Delivery teams to ensure a smooth transition from closed deals to fully executed [link removed] part of the Professional Services Operations team, you’ll contribute to how work gets done behind the scenes—supporting project setup, quoting, and operational workflows that directly impact customer experience and business [link removed] you’re early in your career and enjoy working with structured processes, systems, and data—with a focus on speed, accuracy, and continuous improvement—this is a great opportunity to learn, grow, and make a tangible impact.

What You’ll Do?

In this role, you will help ensure that customer engagements move quickly and smoothly from deal close to project delivery.

Support Opportunity-to-Project Execution

• Convert closed opportunities into active projects within Salesforce and PSA systems
• Ensure project setup is accurate, complete, and aligned with financial and reporting requirements
• Act as a backup to the primary Operations Analyst for project creation

Enable Efficient Quoting

• Review incoming quote requests for completeness and clarity
• Generate quotes for standard service offerings using predefined templates and pricing models
• Ensure consistency and accuracy across all standard quotes

Maintain Data Accuracy & System Integrity

• Update project and financial data within Salesforce and related systems
• Ensure alignment between opportunity, quote, and project records
• Support reporting accuracy through clean and consistent data entry

Improve Operational Efficiency

• Manage queue-based requests (e.g., project setup, updates) within defined SLAs
• Help reduce turnaround time for quoting and project creation
• Identify inefficiencies and contribute ideas to improve workflows, templates, and automation

Collaborate Cross-Functionally

• Partner with Sales, Services Sales, and Delivery teams to clarify inputs
• Escalate non-standard or unclear requests as needed

What You Bring?

Minimum Qualifications

• Bachelor’s degree or equivalent practical experience
• 0–2 years of experience in operations, business support, administration, or a similar field
• Strong attention to detail and commitment to accuracy
• Ability to manage repetitive, process-driven tasks with consistency and efficiency
• Strong organizational and time management skills
• Clear written and verbal communication skills in English

Nice to Have

• Exposure to SaaS, Professional Services, or project-based environments
• Familiarity with tools such as Salesforce or PSA platforms (e.g., Certinia/FinancialForce)
• Basic understanding of financial concepts (e.g., revenue, billing, project budgets)
• Experience working with Excel or Google Sheets

Success Profile

• Curious and quick to learn new systems and processes
• Comfortable working within structured workflows and templates
• Detail-oriented, with the ability to spot discrepancies early
• Focused on delivering work accurately and on time
• Interested in improving processes and increasing efficiency

What You’ll Get?

• Opportunity to build foundational experience in operations within a growing, customer-focused team
• Exposure to cross-functional collaboration with Sales, Finance, and Delivery teams
• Hands-on experience with industry-standard tools like Salesforce and PSA systems
• A supportive environment that encourages learning, process improvement, and career growth
• Flexible work arrangements (where applicable)
• Competitive compensation and benefits package (aligned with local market practices)

Why This Role Matters?

Your work will directly impact:

• Speed to delivery – helping customers get started faster after deal close
• Quote turnaround time – enabling quicker deal progression for standard services
• Data quality – ensuring accurate reporting and smooth handoffs between teams
• Scalability – supporting efficient growth as the business expands

Originally posted on Himalayas