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 manner. We are highly creative
and can dig deep within ourselves and find positive ways to find
solutions to different problems.
Juice - The “Stuff” it takes to be a Needle Mover and a Game
Changer 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, mentally mapping out every checkpoint on the pathway
to success, and visualizing what the final destination looks and
feels like, rather than fearing failure or negative
Teamwork - Humble, Hungry and Smart We are humble individuals
who understand how our job impacts the company's mission. We treat
others with respect, admit mistakes, give credit where it’s 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.
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 850 people all over the United States. Our major field office
locations include Atlanta, Denver, Detroit, Indianapolis, Grand
Rapids, Lexington, Los Angeles, Louisville, San Diego, San
Francisco, and Scottsdale.
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, mentally mapping out every 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
company's mission. We treat others with respect, admit mistakes,
give credit where it’s 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 Director, Project & Services Operations will report directly
to the Director of Client Experience and will be responsible for
overseeing the Project Operations team within Client Experience.
The Project Operations team’s responsibilities include complying
with Finance requirements, supporting Project Managers with their
project financial administration to promote a successful client
experience, and managing the administrative tasks for services
projects that do not require Project Management services. Service
Operations is responsible for the internal end to end
administration of professional service engagements including client
billing functions, time approval, vendor PO creation and bill
processing related to professional service engagements. The team
will also provide revenue projections, backlog reporting, and
project financial reporting back to the Business Unit Leaders and
What You’ll Do:
Provide reporting to BU Leaders, Client Experience Director, and
the Client Success team on metrics and trends around revenue
recognition and invoicing projections, resource utilization,
project start and end dates, milestones, external resources,
suspended projects, project close out summaries, and active
Analyze collective project related data in efforts to manage &
improve processes and report back to business stakeholders on any
actionable data to optimize delivery or the business.
Capture reporting requirements and work with internal teams to
procure reports for internal teams.
Partner with Finance leadership to identify guidelines for the
Project Operation team procedures and where needed work together to
set policy to ensure Trace3 remains compliant while mitigating
project financial risks.
Engagement / Project Administration:
Define process and hand-off for project set-up & validation
within the PSA and Finance & Operations systems, document and
provide training to the team to ensure the project financials are
accurate; based on the Statement of Work (SOW), LOE, and/or PO
Define processes and have a firm understanding of system
requirements for generating vendor POs and processing incoming
vendor bills associated to professional services engagements.
Identify guidelines for requirements from 3 rd parties to issue PO
and approve vendor bills.
Generate and maintain alignment of Operations Specialists with
Account Teams and perform audit of work and relationship with
Account Teams and associated Clients.
Define a communication plan and cadence for Operations
Specialists with Project Managers for managing project
Oversee timely revenue recognition, invoicing, financial
adjustments/corrections, and project closure activities.
Work with Client Service Center on process optimization for
project set-up, resource assignment, and Change Request
Provide standards for governance to ensure all relevant
documentation is represented.
Define process and system requirements to facilitate efficient
and timely booking and billing related functions.
Responsible for data clean-up and ongoing maintenance efforts
focused around project data integrity and recouping of unrecognized
Review and oversee timely backend/ operational and
administrative functions performed by those in the Project Manager
role, provide reporting back to Client Success Managers for
Continually implement continuous improvement.
May perform other duties as assigned by supervisor.
Qualifications & Interests:
Minimum of five (5) years of experience in operations, project
management, and/or finance.
Must have a minimum of three (3) years or more of leadership
experience in managing and/or directing team members.
Strong understanding of financial management concepts for both
projects and business unit reporting.
Ability to be flexible and adapt to changing priorities and
operate in a fast-paced environment.
Highly analytical and have strong ability to analyze systems and
Must have strong level of attention to detail to process and
Ability to plan, execute and manage multiple initiatives.
Experience with PSA & Financial Systems: Kimble, NetSuite &
Dynamic 365 a plus
Strong proficiency in Microsoft Office (Word, PowerPoint,
Excellent interpersonal and organizational skills, ability to
handle multiple teams and rapidly changing priorities across
diverse groups of stakeholders.
Ability to communicate effectively with external and internal
clients at all levels.
Bachelor's degree from accredited university or college.
Comprehensive medical, dental and vision plans for you and your
401(k) Retirement Plan with Employer Match, 529 College Savings
Plan, Health Savings Account, Life Insurance, and Long-Term
Training and development programs
Stocked kitchen with snacks and beverages
Collaborative and cool office culture
Work-life balance and generous paid time off
***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