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Medius is seeking a Professional Services Operations Administrator to support the Customer Experience Organization (CXO) by ensuring accurate project setup, billing readiness, and financial alignment across Professional Services engagements. As part of the CXO Operations & Strategy team, this role serves as a critical link between Sales, Delivery, and Finance, translating signed Order Forms (OFs) and Statements of Work (SOWs) into accurately configured projects within core business systems. The position plays a key role in protecting revenue, improving billing accuracy, reducing operational burden on delivery teams, and driving scalable operational processes through standardization, automation, and the evolving use of AI. This role reports to the Senior Director, CXO Strategy & Operations.
Job Responsibility
Review signed Order Forms (OFs) and Statements of Work (SOWs) to ensure completeness, accuracy, and compliance with internal standards
Validate commercial terms including billing structures, milestones, pricing, and discounts
Identify and proactively escalate inconsistencies, missing information, or potential risks
Configure projects accurately within core systems, ensuring proper alignment between opportunities, projects, and financial data
Ensure projects are fully configured and invoicing-ready prior to delivery kickoff
Validate billing schedules, milestone structures, and rate configurations against contractual agreements
Partner with Delivery Managers and Finance to confirm invoicing readiness and minimize billing errors
Support alignment between time-tracking tools and invoicing processes
Perform pre-invoice validation checks to reduce rework, credits, and customer-facing billing issues
Collaborate closely with Finance to ensure alignment between project setup, invoicing, and revenue recognition
Support accurate data flow between Professional Services systems and financial platforms
Assist with month-end close activities, including project data validation and billing reviews
Help prevent revenue leakage and financial discrepancies through strong operational controls
Identify opportunities to improve project setup, billing, and operational workflows
Partner with CXO Operations and leadership to standardize processes and reduce manual effort
Develop scalable frameworks that drive consistency across regions, teams, and engagement types
Improve data quality, governance, and adherence to operational best practices
Serve as a subject matter expert for project setup and billing-related data
Maintain accurate and consistent data to support reporting, forecasting, and invoicing
Manage documentation, templates, and process standards
Support system enhancements and process improvements that increase efficiency and accuracy
Identify opportunities to automate manual project setup and billing workflows
Partner with CXO Operations, Finance, and IT to implement automation solutions
Support the adoption of AI-driven capabilities for SOW/OF data extraction, project setup recommendations, and billing validation
Provide feedback to continuously improve automation and AI outputs
Work closely with stakeholders across CXO, Sales, Finance, and Operations
Facilitate smooth and accurate handoffs between Sales and Delivery teams
Contribute to initiatives focused on operational excellence, billing accuracy, and system optimization
Investigate and resolve project setup and billing-related issues as needed
Requirements
3+ years of experience in Professional Services Operations, Finance Operations, Project Administration, or a related field
Strong attention to detail with the ability to interpret commercial agreements, contracts, and Statements of Work
Experience working with Salesforce (SFDC) and/or Professional Services Automation (PSA) tools such as Cloud Coach
Strong organizational skills and process-oriented mindset
Ability to manage multiple priorities and collaborate effectively across functions
Strong analytical and problem-solving skills with a focus on root-cause identification and resolution
Nice to have
Experience within a SaaS or technology company
Familiarity with Professional Services delivery models, including Time & Materials (T&M), Fixed Fee, and milestone-based billing
Experience with financial systems such as NetSuite
Exposure to automation initiatives, workflow optimization, or AI-enabled tools
Experience supporting global teams across multiple regions and time zones