We are seeking a Manager, Operations Specialist – Professional Services, to join the Audit Professional Services team. The Operations Specialist plays a pivotal role in the coordination and support of professional services to CPA firms. This role sits at the intersection of project coordination, scheduling coordination, client communication, pricing support, and client contracting. The core mission of this role is to help our professional services team stay organized, aligned, and responsive to client needs.

You’ll work closely with internal subject matter experts, firm stakeholders, and our sales and training teams to coordinate program execution, prepare pricing materials, and support the drafting and routing of contracts.

This is a Manager level position that requires a minimum of 5+ years of experience in professional services, learning & development operations, or sales roles with a proven track record of leading and delivering complex client-facing projects. This role requires someone highly organized, detail-oriented, and comfortable juggling multiple client engagements in a fast-paced environment.

Key Responsibilities

Project & Operational Coordination

• Coordinate availability and scheduling with internal SMEs to ensure timely delivery of training, implementations, and client programs.
• Serve as the central point of contact for coordinating logistics between internal teams and external clients.
• Maintain visibility into upcoming engagements, resource capacity, and delivery timelines.
• Track progress across active training projects, ensuring internal teams remain accountable and aligned to deadlines.
• Maintain and refine operational playbooks, templates, and workflows that support training delivery and contracting process.

Client Engagement & Communication

• Support communication with CPA firm clients’ audit teams regarding scheduling, requirements, expectations, and follow-up items.
• Participate in select presales or scoping discussions to capture operational requirements and ensure accurate handoff to delivery teams.
• Draft and distribute engagement summaries, timelines, and other client-facing materials.

Pricing & Proposal Support

• Prepare pricing estimate presentations for training and professional services engagements, ensuring accuracy and alignment with our catalog of offerings.
• Collaborate with sales and leadership to update cost models, fee schedules, and proposal templates as catalog changes occur.
• Assist in the development of SOW-level detail for training programs.

Contract Creation & Management

• Draft, edit, and route contracts in software solutions based on approved pricing and scoping details.
• Ensure contract accuracy, compliance with internal policies, and timely processing through approval workflows.
• Maintain familiarity with suite of services, standard terminology, and client engagement frameworks to improve drafting efficiency.

Cross-Functional Collaboration

• Partner closely with Professional Services leadership, Sales, Finance, and Training teams to ensure alignment on delivery capacity and client commitments.
• Identify operational bottlenecks and propose improvements to streamline delivery processes.
• Contribute lightly to sales conversations where operational expertise adds clarity to scoping or scheduling discussions.

Qualifications

Required

• 5+ years of experience in project coordination, professional services operations, sales operations, or related roles.
• Strong communication skills, both written and verbal, with the ability to interface with clients and internal SMEs.
• Demonstrated project management skills and comfort managing multiple concurrent engagements.
• Strong business acumen and ability to understand a catalog of technical and training solutions.
• Experience preparing pricing estimates, proposals, decks, or operational documentation.
• Familiarity with contract management tools (DealHub experience is a strong plus).
• High degree of organization, attention to detail, and follow-through.

Preferred

• Exposure to public accounting, audit processes, or training delivery models.
• Experience partnering with Sales or Professional Services organizations.
• Ability to interpret client requirements and translate them into actionable plans for delivery teams.