Services Operations Specialist

Posted 5 Days Ago
Be an Early Applicant
2 Locations
In-Office
85K-85K Annually
Senior level
Cloud • Hardware • Information Technology • Security
The Role
Manage services billing, forecasting, resource planning, utilization, and contract administration. Maintain PSA/CRM/ERP data integrity, produce operational dashboards, and drive process improvements to improve margins and predictability.
Summary Generated by Built In

Services Operations Specialist

Who We Are: 
Quadbridge is a fast-growing North American IT solutions provider, empowering businesses to navigate complex challenges daily, through strong partnerships with leading technology providers and close collaboration with our team and customers.
With locations in Kitchener, Montreal and Vancouver, we strive to create an energetic, fun workplace where ambitious, like-minded teammates collaborate, innovate, and thrive as we continue to grow our national footprint.

We are Quadbridge. See how we’re building tomorrow’s solutions, together.

This Role:


The Services Operations Specialist is responsible for supporting the day-to-day operations and financial performance of the services organization. This role partners closely with Services Leadership, Finance, Sales, and Delivery teams to ensure accurate billing, effective resource utilization, reliable forecasting, and disciplined operational processes.

This position is ideal for a detail-oriented, analytically minded professional who understands how services delivery, financial performance, and operational rigor come together in a technology services business.

This role will be reporting to the VP, Professional Services

Responsibilities:

  • The Services Operations Manager is critical to ensuring the services organization operates with financial discipline, operational clarity, and predictable performance, enabling delivery teams to focus on customer outcomes while leadership makes informed, data-driven decisions.

    Within the first year, this role will help drive improved services margin predictability, higher billable utilization, cleaner forecasting accuracy, and scalable operational processes that support growth.

    You will be successful in the role if you:

    · Have operated inside a professional services P&L

    · Enjoy building order from ambiguity

    · Are comfortable challenging leaders with data

    · Care deeply about forecast accuracy and operational discipline


    Services Financial Operations

    · Own and manage services billing processes, ensuring accuracy, timeliness, and alignment with contracts and statements of work (SOWs).

    · Partner with Finance on forecasting, revenue recognition, invoicing schedules, and backlog management.

    · Monitor services margins, billable utilization, and cost drivers; identify risks and improvement opportunities.

    · Oversee pricing, rate cards and discount governance for services.

    · Define and enforce standards for project and agreement setup, time entry, billing milestones and reporting.


    Resource Management & Utilization

    · Lead resource planning and allocation across projects and engagements.

    · Track and report on billable utilization, capacity, and demand vs. supply.

    · Partner with Services Leadership to resolve resourcing conflicts and optimize team deployment.

    · Maintain accurate skills, availability, and role data within the PSA system.


    Forecasting & Reporting

    · Develop and maintain services revenue, margin, and capacity forecasts.

    · Produce regular operational dashboards and reports for leadership, including:

    o Utilization and capacity

    o Revenue vs. forecast

    o Backlog and pipeline conversion

    o Project financial health

    · Analyze trends and variances, providing insights and recommendations to improve predictability and performance.


    Contract & Engagement Administration

    · Lead the operational administration of customer contracts, SOWs, change orders, and renewals.

    · Ensure operational compliance with contract terms (billing milestones, T&M vs. fixed-fee, deliverables).

    · Partner with Sales and Legal to review services terms during deal structuring.

    · Maintain accurate documentation and audit trails within CRM, PSA, or ERP systems.


    Process, Tools & Continuous Improvement

    · Own and improve core services operations processes, including order-to-cash and project setup.

    · Responsible for services data integrity and operational workflows across PSA, CRM, and ERP tools, ensuring data quality and process adoption.

    · Identify opportunities to improve efficiency, scalability, and reporting accuracy.

    · Support services leadership with operational readiness for growth, new offerings, or organizational change.

Qualifications:

  • 5–8+ years of experience in services operations, business operations, or financial operations, ideally within a technology or professional services environment.

    · Strong understanding of:

    o Professional services billing models (T&M, fixed-fee, retainers)

    o Utilization and capacity planning

    o Services forecasting and financial reporting

    · Experience working with PSA, ERP, and CRM platforms (e.g., NetSuite, ConnectWise, etc.).

    · Advanced analytical and Excel / reporting skills.

    · Strong attention to detail with the ability to operate at both tactical and strategic levels.

    · Operational discipline and financial acumen

    · Strong communication and stakeholder management

    · Ability to translate data into actionable insights

    · Process-oriented mindset with a bias toward continuous improvement

    · Comfortable working in a fast-paced, cross-functional environment


Preferred:

· Experience supporting a growing or scaling services organization.

· Familiarity with revenue recognition principles for professional and managed services.

· Experience partnering with Finance, Sales, and Delivery leadership.

· Background in technology consulting, MSPs, VARs, or SaaS services organizations.


Education & Certifications:

· Bachelor’s degree in business, Finance, or related field required.

· Professional certifications (CPA, PMP, ITIL) are a plus.


Why Quadbridge? 

  • Invest in Your Future – Benefit from our RRSP program to help you plan ahead.
  • Grow With Us – Take advantage of ongoing professional training and development opportunities.
  • Comprehensive Coverage – A complete health, dental, life and LTD insurance plan
  • Top-Tier Equipment – We provide everything you need to do your best work.
  • A Vibrant Workplace – Join us for monthly social and team building events.
  • Perks You’ll Love – In our Montreal office, enjoy an onsite chef and gym.
  • Stay Connected – Receive a phone allowance to keep you plugged in.
  • Bring Your Best Friend – Our offices are pet-friendly!

Work Schedule: 

Monday to Friday, 8:30am-5pm, Hybrid 

Fulltime, Permanent 

Salary/Wage Range: $85,000 per year, plus bonus and benefits 

Application Deadline  

June 1st, 2026 

Quadbridge is an equal opportunity employer, committed to diversity and inclusion in compliance with the Canadian Human Rights Act and Employment Equity Act. If you require accommodations under the Accessibility for Ontarians with Disabilities Act (AODA) and other applicable Canadian laws during the interview process, please inform us, and we will ensure your needs are met.


Skills Required

  • 5-8+ years experience in services operations, business operations, or financial operations
  • Experience with PSA, ERP, and CRM platforms (e.g., NetSuite, ConnectWise)
  • Strong understanding of professional services billing models (T&M, fixed-fee, retainers)
  • Experience in utilization and capacity planning, services forecasting, and financial reporting
  • Advanced analytical and Excel/reporting skills
  • Strong attention to detail, operational discipline, and financial acumen
  • Strong communication and stakeholder management skills
  • Ability to translate data into actionable insights and drive continuous improvement
  • Bachelor's degree in Business, Finance, or related field
  • Experience supporting a growing or scaling services organization
  • Familiarity with revenue recognition principles for professional and managed services
  • Experience partnering with Finance, Sales, and Delivery leadership
  • Background in technology consulting, MSPs, VARs, or SaaS services organizations
  • Professional certifications (CPA, PMP, ITIL)
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The Company
0 Employees
Year Founded: 2007

What We Do

Quadbridge Inc. is a North American IT solutions provider delivering end-to-end technology and services: hardware and software procurement, cloud and data center transformation, managed and professional services, and cybersecurity. Serving medium and large enterprises across the U.S. and Canada, Quadbridge combines device lifecycle services, license management, and consulting to modernize infrastructure, secure environments, and help organizations scale operations.

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