Candescent is a forward-thinking technology company transforming how financial institutions deliver Intelligent Banking experiences. We unite digital banking, account opening, and branch solutions that power and connect digital banking, account opening, and branch solutions—creating seamless engagement across digital, remote, and in-person channels.
Our Experience-Led, Intelligence-Driven approach combines human-centered design with data, automation, and cloud-based innovation. Built on an API-first architecture, our extensible ecosystem enables institutions to adapt quickly, integrate easily, and unlock new opportunities for growth—turning every customer interaction into a moment of clarity, confidence, and connection.
Position Summary
The Senior Business Operations Analyst, Professional Services is responsible for the operational processes that support the Professional Services business from commercial intake through project creation, financial forecasting, milestone management, and billing readiness. The role connects Professional Services, Sales, Finance, Business Operations, and Tools Engineering to ensure that engagements move cleanly from statement of work and commercial intake into Salesforce, Smartsheet, NetSuite, and downstream financial processes.
This position combines hands-on operational responsibility with business analysis and continuous improvement. The successful candidate will maintain business continuity while simplifying, standardizing, and automating manual processes. The long-term objective is to own process integrity, data quality, controls, exceptions, and improvement rather than merely processing transactions.
Essential Duties and Responsibilities
Commercial Operations
Coordinate the operational lifecycle of Professional Services statements of work, work orders, change requests, quotes, and related commercial requests.
Review incoming requests for completeness and route work to the appropriate business, technical, legal, or subject-matter experts.
Track requests through completion and proactively resolve stalled or incomplete work.
Maintain pricing worksheets, commercial assumptions, annual uplifts, support-window pricing, and standardized pricing models.
Preserve traceability between commercial documents, approvals, opportunities, and resulting projects.
Project Setup and Operational Readiness
Validate required project and financial information before project creation.
Create or coordinate project setup in NetSuite, including project records, tasks, milestones, charge rules, and required financial attributes.
Validate handoffs among Salesforce, Smartsheet, NetSuite, and related systems.
Coordinate exceptions when automated project creation or system integration fails.
Confirm each engagement is operationally ready before delivery work begins.
Project Financial and Milestone Operations
Monitor contractual, delivery, and billing milestones.
Work with Project Managers to validate milestone completion and estimated completion dates.
Ensure completed milestones are accurately reflected in NetSuite and downstream billing processes, including Zuora.
Identify overdue, at-risk, incomplete, or inconsistent milestones and coordinate corrective action.
Support reconciliation between project, financial, billing, and forecasting systems.
Revenue Forecasting and Reporting
Conduct recurring forecast reviews with Project Managers and validate projected milestone completion dates.
Identify changes that may affect revenue timing, billing readiness, or delivery commitments.
Maintain accurate forecast information in the designated system of record and provide Finance with timely visibility.
Develop and maintain reporting for overdue milestones, forecast movement, billing risk, data quality, and workflow exceptions.
Investigate and resolve unexplained differences among project forecasts, NetSuite milestones, and billing activity.
Professional Services Intake
Validate incoming opportunities, purchase orders, and commercial…