Operations Specialist

The Operations Specialist within the Manhattan Services Organization plays a critical role in maintaining corporate control compliance and standards. The team member in this role activates projects, performs audits, supports business operations, and upholds financial accuracy across systems such as Salesforce. The Operations Specialist serves as a subject matter expert on internal tools, processes, and policies, providing cross-functional support and driving operational excellence.

Essential Functions

• Review and activate projects in Salesforce, including reviews and validation of Statements of Work (SOWs) and contracts for bill rates, hours, durations, and total client investment. This important function ensures client invoicing accuracy.
• Uphold corporate revenue and project controls.
• Deliver on internal and external audits, preparing and submitting required documentation.
• Conduct data audits to identify discrepancies and drive corrective actions.
• Provide technical and business support to consulting teams, including troubleshooting system and process issues.
• Demonstrates unwavering personal accountability: comfortable owning mistakes. Appreciates real-time feedback and looks for areas to grow, both personally and professionally.
• Manage and resolve Salesforce cases and operational inquiries.
• Generate and analyze reports using Salesforce and Power BI to support business decisions.
• Act as a subject matter expert on internal tools, policies, and procedures.
• Assist in gathering business requirements and participating in solution testing and implementation.
• Demonstrates business and technical aptitude for learning systems, processes, and organizational policies.
• Demonstrates comfort and ability to deliver across multiple, simultaneous priorities: adaptable and comfortable handling multiple tasks concurrently

Skills Required

• Excellent interpersonal and internal customer service skills.
• Strong time management and prioritization skills.
• Strong verbal and written communication abilities.
• Ability to work well on a team and across multi-functional teams.
• Excellent organizational skills, strong attention to detail and ensuring that data is accurate, up-to-date and complete.
• Logical and analytical thinking skills. Demonstrates an ability to identify patterns, draw inferences, and approach challenges with a methodical mindset.
• Ability to carefully manage multiple priorities in a fast-paced environment.

• Adaptability and a continuous improvement mindset. Shows confidence in ambiguity and a willingness to learn and grow in ambiguous environments (agile).

• Proficiency in Microsoft Excel (VLOOKUPs, PivotTables, and basic formulas).
• Experience with Salesforce and Power BI preferred.

Educational Requirements

• Bachelor's degree or equivalent professional experience.
• Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.

Additional Characteristics

• Familiarity with change management and root cause analysis.
• Ability to gather business requirements and contribute to technical and functional design sessions.
• Experience in systems implementation, support, or integration.

Work Environment & Physical Requirements

• Hybrid work model: In-office presence required 3 days per week.
• Open office environment.
• Ability to sit and work at a computer for extended periods.
• No physical lifting requirements.

Scope of Impact / Degree of Independence

• Operates with minimal supervision and exercises independent judgment within defined parameters.
• Contributes to team goals and organizational outcomes through proactive support and collaboration.

Problem Complexity / Decision-Making Authority

• Applies sound judgment in selecting methods for resolving operational issues.
• Provides thoughtful solutions to moderately complex problems using established procedures and analytical skills.

Client (Internal/External) Relationship Skills

• Builds and maintains effective working relationships across departments and geographies.
• Collaborates with internal stakeholders to understand needs and deliver high-quality support.

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