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AI Summary
The role focuses on converting closed opportunities into active projects and generating standard service quotes. It involves maintaining data integrity within Salesforce and PSA systems to ensure smooth project delivery and operational scalability.
Associate Operations Analyst – Professional Services Operations
Location
São Paulo, Brazil (Remote)
Why You Should Join Accruent?
Our Professional Services team plays a critical role in helping customers successfully adopt and realize value from our products. We partner closely with Sales and Delivery teams to ensure a smooth transition from closed deals to fully executed projects.
As part of the Professional Services Operations team, you’ll contribute to how work gets done behind the scenes—supporting project setup, quoting, and operational workflows that directly impact customer experience and business scalability.
If you’re early in your career and enjoy working with structured processes, systems, and data—with a focus on speed, accuracy, and continuous improvement—this is a great opportunity to learn, grow, and make a tangible impact.
What You’ll Do?
In this role, you will help ensure that customer engagements move quickly and smoothly from deal close to project delivery.
Support Opportunity-to-Project Execution
- 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
Enable Efficient Quoting
- 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
Maintain Data Accuracy & System Integrity
- 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
Improve Operational Efficiency
- 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
Collaborate Cross-Functionally
- Partner with Sales, Services Sales, and Delivery teams to clarify inputs
- Escalate non-standard or unclear requests as needed
What You Bring?
Minimum Qualifications
- 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
Nice to Have
- 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
Success Profile
- 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
What You’ll Get?
- 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)
Why This Role Matters?
Your work will directly impact:
- 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.
Personal development and becoming the best you is all about growth and exploring new skills and opportunities – both in and out of the office. At Accruent, we call this Grow Without Limits, and we’re proud to offer each of our employees the resources, coaching and support necessary to achieve Growth Without Limits in their personal and professional lives. Explore where the path takes you.
About Accruent
Personal development and becoming the best you is all about growth and exploring new skills and opportunities – both in and out of the office. At Accruent, we call this Grow Without Limits, and we’re proud to offer each of our employees the resources, coaching and support necessary to achieve Growth Without Limits in their personal and professional lives. Explore where the path takes you.
Accruent is a leading provider of solutions for unifying the built environment —spanning real estate, physical and digital assets, and the integrated technology systems that connect and control them. Accruent continues to set new expectations for how organizations can use data to transform how they manage their facilities and assets. With U.S. headquarters in Austin, Texas, Accruent serves over 5,000 customers in a wide range of industries in more than 100 countries worldwide.
Explore the path. Join Accruent.
We Are an Equal Opportunity Employer
Fortive Corporation and all Fortive Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Fortive and all Fortive Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at applyassistance@fortive.com.
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