PMO Analyst - Expert Services

Saviynt

2-3 Years | Bangalore, Karnataka, India (Hybrid) | Full Time | 6 months ago

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Job Summary

Saviynt is seeking a detail-oriented PMO Analyst for its Expert Services team. This role requires 2-3 years of experience, with a strong focus on managing Professional Services Automation (PSA) tools like Salesforce. Responsibilities include managing daily operational activities within PSA tools, ensuring accurate project creation, resource assignments, and billing information. The analyst will also handle regional billing processes, resource allocation, and support reporting, generating financial and project reports using PSA tools and Excel. Key skills include expertise in Excel (data analysis, pivot tables, VLOOKUP), proficiency in PowerPoint, and excellent communication abilities for global team collaboration. The role involves optimizing PSA tool workflows and ensuring data accuracy for seamless project execution and reporting. Some flexibility for US morning meetings is required.

Must Have

2-3 years experience in PMO or project coordination
Hands-on experience managing PSA tools (e.g., Salesforce)
Strong Excel skills (data analysis, pivot tables, VLOOKUP)
Proficient in PowerPoint presentations
Excellent verbal and written communication skills
Ability to collaborate with global teams

Good to Have

Experience with FinancialForce or similar PSA systems
Experience in regional billing processes
Willingness to work flexible hours for US meetings

Perks & Benefits

Tremendous growth and learning opportunities
Challenging yet rewarding work
Welcoming and positive work environment
Dynamic environment

Job Description

Saviynt is an identity authority platform built to power and protect the world at work. In a world of digital transformation, where organizations are faced with increasing cyber risk but cannot afford defensive measures to slow down progress, Saviynt’s Enterprise Identity Cloud gives customers unparalleled visibility, control and intelligence to better defend against threats while empowering users with right-time, right-level access to the digital technologies and tools they need to do their best work.

Position Summary:

We are looking for a dedicated and detail-oriented PMO Analyst with 2-3 years of experience to join our Expert Services team. The ideal candidate will possess strong expertise in managing PSA (Professional Services Automation) tools, with hands-on experience in tools such as Salesforce, and will play a key role in managing the day-to-day operational activities. In addition to PSA tool management, the candidate will handle regional billing, resource allocation, and support reporting. Strong skills in Excel and PowerPoint and excellent communication.

WHAT YOU WILL BE DOING

Take ownership of the day-to-day operations within the PSA tool (e.g., Salesforce), ensuring accurate project creation, resource assignments, and billing information.
Manage and update project timelines, tasks, milestones, and resource allocations in the PSA system to ensure alignment with project objectives.
Continuously monitor the accuracy of data within the PSA tool, ensuring seamless project execution and reporting.
Assist the Expert Services team in utilizing PSA tools to optimize workflows and enhance operational efficiency.
Oversee region-level billing processes within the PSA tool, ensuring the timely and accurate submission of billing milestones based on project deliverables and contractual terms.
Work closely with the finance team to reconcile project-related billing discrepancies and resolve any issues related to invoicing.
Use the PSA tool to generate financial reports, track utilization, and project margins, and provide insights on project financial health.
Generate regular project and financial reports using the PSA tool and Excel, providing stakeholders with key performance metrics, project status, and financial health updates.
Maintain project documentation, including contracts, change orders, and other critical records within the PSA system.
Identify areas for improvement in the use of the PSA tool, recommending and implementing changes to enhance data accuracy, project tracking, and resource management.

WHAT YOU BRING

2-3 years of experience in a PMO or project coordination role, with significant hands-on experience in managing PSA tools (e.g., Salesforce, FinancialForce, or similar systems).
Strong knowledge and practical experience in utilizing PSA tools for project management, resource allocation, billing, and reporting.
Expertise in Excel, including data analysis, pivot tables, VLOOKUP, and report generation.
Proficient in creating and delivering professional PowerPoint presentations for internal and external stakeholders.
Excellent verbal and written communication skills, with the ability to collaborate with global teams and stakeholders.
Willingness to work flexible hours to accommodate US morning meetings and collaboration.

If required for this role, you will:

- Complete security & privacy literacy and awareness training during onboarding and annually thereafter

- Review (initially and annually thereafter), understand, and adhere to Information Security/Privacy Policies and Procedures such as (but not limited to):

> Data Classification, Retention & Handling Policy

> Incident Response Policy/Procedures

> Business Continuity/Disaster Recovery Policy/Procedures

> Mobile Device Policy

> Account Management Policy

> Access Control Policy

> Personnel Security Policy

> Privacy Policy

Saviynt is an amazing place to work. We are a high-growth, Platform as a Service company focused on Identity Authority to power and protect the world at work. You will experience tremendous growth and learning opportunities through challenging yet rewarding work which directly impacts our customers, all within a welcoming and positive work environment. If you're resilient and enjoy working in a dynamic environment you belong with us!

Saviynt is an equal opportunity employer and we welcome everyone to our team. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

11 Skills Required For This Role

Account Management Excel Communication Performance Analysis Data Analytics Resource Allocation Financial Data Analysis Talent Acquisition Resource Planning Salesforce Incident Response