Associate Operations Analyst
Department:
Job Summary
- 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
- 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
- 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
- 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
- Partner with Sales Services Sales and Delivery teams to clarify inputs
- Escalate non-standard or unclear requests as needed
- Bachelors degree or equivalent practical experience
- 02 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
- 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
- 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
- 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)
- 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
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Required Experience:
IC
About Company
Fortive Corporation Overview Fortive’s essential technology makes the world stronger, safer, and smarter. We accelerate transformation across a broad range of applications including environmental, health and safety compliance, industrial condition monitoring, next-generation product d ... View more