Customer Team Operations Coordinator
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Responsibilities:
- Manage Professional Services case queue, coordinate across all departments to action cases
- Work with PMO/leaders to ensure key policies, processes, and methodologies contributing to the success of team are adhered by Professional Services team
- Assist with creating operational and policy documentation
- Maintain team SharePoint site & internal documentation
- Manage Support case queue including client outreach, Sales, SE, CSM, Support and Developer engagement
- Provide project administrative tasks and creating and updating templates, policies and procedures
- Set up new BL instances (SB and Prod) for all Professional Services new hires and update Confluence system
- Manage billing/accounting notification reminders to Professional Services team to include NA, EMEA and APAC
- Manage audit reviews for NA Professional Services team; other regions may require assistance
- Responsible for monitoring and ensuring all emails from BlackLine Services inbox are being addressed
- Assist in managing Professional Services Automation to include ensuring timeliness of submitted and approved timecards as well as work through timecard issues, adjustments, projects, etc.
- Collaborate with Finance to ensure timely month-end invoicing activities and reconciliation
- Provide weekly operational reporting to management to include project status, project hygiene, timeline, budget, status and other metrics
- Other duties or projects such as ad-hoc reports, reconciling customers, products and users from production instance to Billing, coordinate Customer Team training and events, etc.
Qualifications:
- Strong team player, results-oriented, metrics-driven and capable of working in a fast-paced, changing environment
- Excellent analytical thinking, problem solving, organizational and time management skill
- Detail oriented with ability to multi task and problem-solve
- Excellent verbal and written communication skills
- Work effectively across disciplines and organizations to prioritize tasks and make decisions
- Proficiency in Microsoft Office and commonly used project management tools
- Bachelor's degree and 1+ years of work experience
- Project management experience preferred
- At least one year of experience in the audit/accounting industry preferred
- Technology background/experience preferred
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