- 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
- Bachelor’s degree or equivalent practical experience
- 0–2 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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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 design, and healthcare safety solutions.
We are a global industrial technology innovator with a startup spirit. Our forward-looking companies lead the way in software-powered workflow solutions, data-driven intelligence, AI-powered automation, and other disruptive technologies. We’re a force for progress, working alongside our customers and partners to solve challenges on a global scale, from workplace safety in the most demanding conditions to groundbreaking sustainability solutions.
We are a diverse team 18,000 strong, united by a dynamic, inclusive culture and energized by limitless learning and growth. We use the proven Fortive Business System (FBS) to accelerate our positive impact.
At Fortive, we believe in you. We believe in your potential—your ability to learn, grow, and make a difference.
At Fortive, we believe in us. We believe in the power of people working together to solve problems no one could solve alone.
At Fortive, we believe in growth. We’re honest about what’s working and what isn’t, and we never stop improving and innovating.
Fortive: For you, for us, for growth.
About the TeamSkills Required
- Bachelor's degree or equivalent practical experience
- 0-2 years experience in operations, business support, administration, or similar
- Strong attention to detail and commitment to accuracy
- Ability to manage repetitive, process-driven tasks consistently and efficiently
- 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 Salesforce or PSA platforms (e.g., Certinia, FinancialForce)
- Basic understanding of financial concepts (revenue, billing, project budgets)
- Experience working with Excel or Google Sheets
Fortive Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fortive and has not been reviewed or approved by Fortive.
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Parental & Family Support — Parental leave is fully paid for 12 weeks for all parents, with fertility coverage via Progyny and generous adoption/surrogacy support. Backup child and adult care plus inclusive eligibility extend support across diverse family structures.
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Healthcare Strength — Multiple PPO and HSA medical options include telemedicine and second-opinion services, alongside robust mental-health access through Spring Health with no‑cost therapy sessions. The breadth of medical and behavioral health resources is highlighted as a strength.
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Retirement Support — The 401(k) provides a competitive employer match each pay period, with an additional company retirement contribution after one year of service. Financial wellness tools and an employee stock purchase plan further bolster long‑term savings.
Fortive Insights
What We Do
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 design, and healthcare safety solutions. We are a global industrial technology innovator with a startup spirit. Our forward-looking companies lead the way in software-powered workflow solutions, data-driven intelligence, AI-powered automation, and other disruptive technologies. We’re a force for progress, working alongside our customers and partners to solve challenges on a global scale, from workplace safety in the most demanding conditions to groundbreaking sustainability solutions. We are a diverse team 18,000 strong, united by a dynamic, inclusive culture and energized by limitless learning and growth. We use the proven Fortive Business System (FBS) to accelerate our positive impact. At Fortive, we believe in you. We believe in your potential—your ability to learn, grow, and make a difference. At Fortive, we believe in us. We believe in the power of people working together to solve problems no one could solve alone. At Fortive, we believe in growth. We’re honest about what’s working and what isn’t, and we never stop improving and innovating. Fortive: For you, for us, for growth.
