Operations Specialist (Remote)

Who is Trace3

Trace3 is a leading Transformative IT Authority providing unique technology solutions and consulting services to our clients. Equipped with elite engineering and dynamic innovation we empower IT executives and their organizations to achieve competitive advantage through a process of Integrate Automate Innovate.

Our culture at Trace3 embodies the spirit of a startup with the advantage of a scalable business. Employees can grow their career and have fun while doing it!

Trace3 is headquartered in Irvine California. We employ more than 1200 people all over the United States. Our major field office locations include Denver Indianapolis Grand Rapids Lexington Los Angeles Louisville Texas San Francisco.

Ready to discover the possibilities that live in technology

Come Join Us!

Street-Smart-Thriving in Dynamic Times

We are flexible and resilient in a fast-changing environment. We continuously innovate and drive constructive change while keeping a focus on the big picture. We exercise sound business judgment in making high-quality decisions in a timely and cost-effective manner. We are highly creative and can dig deep within ourselves to find positive solutions to different problems.

Juice -The Stuff it takes to be a Needle Mover

We get things done and drive results. We lead without a title empowering others through a can-do attitude. We look forward to the goal mentallymapping outevery checkpoint on the pathway to success and visualizing what the final destination looks and feels like.

Teamwork -Humble Hungry and Smart

We are humble individuals who understand how our job impacts the companys mission. We treat others with respect admit mistakes give credit where its due and demonstrate transparency. We bring the weather by exhibiting positive leadership and solution-focused thinking. We hug people in their trials struggles and failures not just their success. We appreciate the individuality of the people around us.

About the Role:

The Operations Specialist plays a critical role in supporting the successful delivery of professional services by ensuring seamless financial and administrative execution across project engagements. This individual will report directly to the Sr. Manager Project and Service Operations and will collaborate closely with Project Managers Finance Service Delivery Leads and the Client Service Center to drive operational excellence maintain project financial integrity and ensure exceptional client experience.

The ideal candidate is detail-oriented highly organized and analytical with a strong understanding of project financials systems operations and process improvement. This role is ideal for someone who thrives in a fast-paced high-volume environment and is passionate about supporting cross-functional teams to deliver best-in-class support.

What Youll Do:

Engagement & Project Administration

• Set up and validate new projects in the Professional Services Automation (PSA) and Finance & Operations systems ensuring alignment with Statements of Work (SOW) Levels of Effort (LOE) and Purchase Orders (PO).
• Manage a portfolio of client engagements; monitor project status and contractual terms to determine billing readiness and ensure timely and accurate invoicing.
• Create vendor POs and review reconcile and approve incoming vendor invoices related to service delivery
• Perform comprehensive task management including resource reassignments rate conversions creation or adjustment of nonbillable tasks to maintain accurate project tracking and compliance with internal standards.
• Coordinate and manage approval workflows by submitting requests to appropriate stakeholders regarding resource assignments time adjustments and billing exceptions ensuring timely authorization and documentation.
• Track revenue recognition throughout delivery and request necessary financial adjustments or corrections
• Execute project closure procedures ensuring accurate reconciliation of financials and documentation
  

Service Operations Support

• Govern documentation and compliance for all active engagements; ensure adherence to internal policies and standards.
• Support data gathering efforts and generate insightful reporting to help inform business decisions and identify trends or inefficiencies.
• Partner with internal teams to fulfill reporting requirements and support audit readiness
• Perform administrative functions that facilitate project booking invoicing and data reconciliation activities
• Conduct regular project data clean-up and integrity maintenance; support efforts to recover unrecognized revenue.
• Provide operational support and guidance to Project Managers on backend processes and administrative tasks.
• Act as a liaison between Finance the Client Service Center and other internal stakeholders to ensure coordinated operations.
• Proactively identify process improvement opportunities and escalate recommendations to leadership to drive operational efficiency and enhance service delivery.
  
  

Qualifications & Interests:

• Minimum of 3 years of relevant experience in operations project coordination or financial administration within a professional services or technology environment.
• Proven ability to manage multiple priorities and high-volume workflows in a dynamic fast-paced environment.
• Strong analytical mindset with experience interpreting system data and producing actionable insights
• High attention to detail and excellent organizational skills
• Effective verbal and written communication skills with the ability to convey information clearly to technical and non-technical stakeholders.
• Strong interpersonal skills and ability to build cross-functional relationships across teams and departments
• Self-motivated resourceful and capable of working both independently and collaboratively
• Proficiency in Microsoft Office Suite particularly Excel for data tracking and reporting
• Experience with PSA tools (e.g. Smartsheet) and ERP systems (e.g. NetSuite) as well as project tracking inServiceNowis strongly preferred.

EDUCATION:

• Bachelors degree from an accredited university or equivalent level of experience.

The Perks

• Comprehensive medical dental and vision plans for you and your dependents
• 401(k) Retirement Plan with Employer Match 529 College Savings Plan Health Savings Account Life Insurance and Long-Term Disability
• Competitive Compensation
• Training and development programs
• Major offices stocked with snacks and beverages
• Collaborative and cool culture
• Work-life balance and generous paid time off

Our Commitment

At the core of Trace3s DNA is our people. We are a diverse group of talented individuals who understand the importance of teamwork and demonstrating leadership character and passion in all that we do.

Were committed to fostering an inclusive workplace where everyone feels respected valued and empowered to grow. We recognize that embracing diversity drives innovation improves outcomes fosters collaboration boosts teammate satisfaction and builds a more inclusive culture.

As an equal opportunity employer Trace3 bases all employment decisions based on individual qualifications merit and business requirements. We do not engage in discrimination on the basis of race color religion sex (including gender identity sexual orientation and pregnancy) national origin age (40 or older) disability genetic information or any other characteristic protected by federal state or local law.

Any demographic information provided is strictly voluntary kept confidential in accordance with Equal Employment Opportunity (EEO) regulations and will not be used in employment decisions including hiring promotions or mentorship programs. We are committed to providing equal employment opportunities for all.

If you require a reasonable accommodation to complete the application process or participate in an interview please email.

***To all recruitment agencies:Trace3 does not accept unsolicited agency resumes/CVs. Please do not forward resumes/CVs to our careers email addresses Trace3 employees or any other company location. Trace3 is not responsible for any fees related to unsolicited resumes/CVs.