Services Engagement Manager, Litify

• 3–5 years of experience in professional services operations, sales operations, business analysis or a similar role
• Strong proficiency in Salesforce, including custom objects, workflow automation, and reporting
• Experience supporting services sales cycles or managing the operational side of project-based work
• Experience analyzing business operations and presenting insights to leadership
• Excellent attention to detail, organizational skills, and process mindset
• Strong interpersonal and communication skills with the ability to collaborate across teams
• Comfortable working independently in a fast-paced, cross-functional environment

Desirable

• We’re looking for a Services Engagement Manager to support and optimize how we sell, track, and deliver professional services
• In this hybrid role, you’ll work at the intersection of sales and professional services—helping generate accurate, compelling service proposals while managing the systems and processes that support scale and visibility
• This is a high-impact, individual contributor role with broad cross-functional exposure and the opportunity to shape how our services organization operates
• Collaborate with Sales, Professional Services, and Delivery teams to own scoping and proposal creation for professional services engagements
• Manage and enhance Salesforce workflows, fields, and processes related to professional services opportunities, projects and day-to-day operations
• Create and maintain reports and dashboards to monitor pipeline, bookings, forecasting, and delivery metrics
• Develop and update documentation of professional services standard operating procedures
• Own the full lifecycle of Statements of Work (SOWs), ensuring accurate documentation and alignment with delivery expectations
• Support and improve operational processes related to services sales, resource planning, and project setup
• Partner with RevOps, Finance, and Delivery teams to ensure data integrity, accurate forecasting, and smooth handoffs
• Contribute insights and recommendations to improve service delivery operations and drive continuous improvement