Professional Services Operations Manager
About the role
We’re looking for an analytical and experienced Solutions Operations Manager to join our Revenue Operations department, supporting our growing Professional Services (ProServ) and Solutions Engineering (SE) organizations. Our mission in RevOps is to empower Fin's go-to-market teams with the systems, insights, and strategies that drive predictable revenue growth and exceptional customer experiences. In this role, you’ll be a pivotal strategic and operational partner to ProServ and SE leadership—bringing clarity, structure, and data-driven insight to how these teams plan, deliver, and scale. The work you do will directly shape how we operate across the customer lifecycle, helping Fin grow efficiently while delivering meaningful value to customers.
Responsibilities
- Design, refine, and manage scalable processes that improve how our SE and ProServ teams plan, deliver, and measure impact.
- Build data-driven frameworks and dashboards that bring visibility to performance, forecasting, and business outcomes—including POC effectiveness, attach rates, and post-engagement performance of our AI Agent, Fin.
- Partner with ProServ leadership to monitor Fin Activation Rate, Go-Live Rate, and Time to Go-Live, ensuring launches are efficient and customer outcomes are achieved on schedule.
- Measure and analyze Utilization, Services Attach Rate, and Bookings/Margin performance to drive operational excellence and forecast delivery capacity.
- Analyze trends and surface insights that influence strategic decisions and operational priorities.
- Partner with cross-functional teams (Sales, Analytics, Finance, RevOps) to align strategy, goals, and execution.
- Own and continuously improve operational systems and tools—such as RocketLane and Salesforce—that power day-to-day execution.
- Serve as a trusted advisor, providing clear points of view, recommendations, and structure in a fast-changing environment.
Requirements
- Bachelor’s Degree.
- 5+ years of experience in Solutions Operations, ideally directly supporting ProServe & SE teams within a high-growth SaaS or AI company. Experience with Partners preferred.
- Salesforce Skills: Reporting, dashboards, data integrity, user administration, etc.
- PSA Platform Experience: RocketLane or similar.
- Advanced Data Modeling & Analytics: Expert Excel/Google Sheets; translate complex data into actionable insights.
- Strong Project Management: Manage multiple projects from scope to delivery; organized & detail-oriented.
- Clear Communication: Concise written/verbal skills; adept at presenting insights to leadership.
- Strategic Business Acumen: Translate solutions strategy into operational plans; proactive problem-solver.
Skills
- Experience with Tableau, Gong, SQL.
Benefits
- Competitive salary and meaningful equity.
- Comprehensive medical, dental, and vision coverage.
- Regular compensation reviews—great work is rewarded!
- Unlimited access to Claude Code and best-in-class AI tools; experimentation & building is encouraged & celebrated.
- Flexible paid time off policy.
- Paid Parental Leave Program.
- 401k plan & match.
- In-office bicycle storage.
- Fun events for employees, friends, and family!
Pay
The base salary range for candidates within the San Francisco Bay Area is $128,700 - $153,725. Actual base pay will depend on factors such as education, skills, experience, and location. All regular employees may also be eligible for the corporate bonus program or a sales incentive (target included in OTE) as well as stock in the form of Restricted Stock Units (RSUs).
Schedule
Fin has a hybrid working policy. We expect employees to be in the office at least three days per week.