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Project And Sales Support Analyst II - Remote Eligible

Support sales and project teams in optimizing project setup and deal management processes
Remote
Mid-Level
yesterday
Bentley

Bentley

A luxury automaker known for its high-end, handcrafted vehicles and a rich British heritage.

Project And Sales Support Analyst II

The Project And Sales Support (PSO) Analyst will provide support to our project and sales teams ensuring they are set up for success. This role is key to ensuring that our projects are properly set up and maintained in our consolidated work planning system and that our services delivery methodologies are being followed. This role also ensures our salespeople are empowered to sell Cohesive services and related software. The role confirms that the systems and processes for collecting and managing our project controls and sales deals are followed.

Responsibilities:

  • Support the services team with the setup and analysis of potential projects.
  • Maintain system and data hygiene by ensuring deals are in HubSpot, helping with the creation of proposals and quotes, and closing deals within HubSpot and Salesforce.
  • Create project reports and monitor for any budgeting, timeline, or other potential issues. Identify risks that may impact the project or the customer.
  • Partner with Services Delivery Managers and project teams in financial and administration functions to ensure alignment and efficiency.
  • Create and review weekly utilization reports, follow up with appropriate colleagues as needed.
  • Collaborate with other PMO functions to produce regular and ad-hoc reports and provide evidence for annual external audits.
  • Route qualified opportunities to the appropriate sales executives for further development and closure.
  • Responsible for supporting and training the Americas sales, Services delivery managers and project managers on Cohesive's sales and project delivery processes and all related tools such as HubSpot, Salesforce, Projector and Workday.
  • Understand and support all sales related partner programs.
  • Provide exceptional customer service and address client inquiries or concerns in a timely manner.
  • This is an individual contributor role.
  • This is a full-time role expected to work 40 hours per week.
  • This role requires communication with Managers, peers and other colleagues of the company in person, and/or by utilizing Microsoft Teams chat, calling and meeting functions.
  • This role requires minimal travel.
  • Requires sitting or standing at will while performing work on a computer (or any other physical requirements).

Qualifications:

  • 3-5 years of experience in project management.
  • Experience with Workday Professional Services Automation (PSA) module, able to train and support project managers on the use of this tool.
  • Comfortable editing and delivering training material.
  • Proficient with corporate productivity and web presentation tools such as Microsoft Word, Excel, Teams, SharePoint, and PowerPoint.
  • Experience working with HubSpot, Salesforce.com or similar CRM.
  • Experience working with project management tools such as Workday PSA, Projector, Microsoft Project, or SmartSheets.
  • Excellent verbal and written communications skills.
  • Strong listening and presentation skills with attention to detail.
  • Ability to multi-task, prioritize, and manage time effectively.
  • BA/BS degree in Business Administration, or similar OR equivalent years of work experience.

What We Offer:

  • A great team and culture.
  • An exciting career as an integral part of a world-leading software company providing solutions for architecture, engineering, and construction.
  • An attractive salary and benefits package.
  • A commitment to inclusion, belonging and colleague wellbeing through global initiatives and resource groups.
  • A company committed to making a real difference by advancing the world's infrastructure for better quality of life.

About Bentley Systems:

Around the world, infrastructure professionals rely on software from Bentley Systems to help them design, build, and operate better and more resilient infrastructure for transportation, water, energy, cities, and more.

Equal Opportunity Employer:

Bentley is an equal opportunity employer and considers all qualified applicants for employment without regard to race, color, sex, sexual orientation, gender identity, disability, pregnancy, protected veteran status, religion, national origin, age, genetic information or any other protected characteristic.

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Project And Sales Support Analyst II - Remote Eligible
Remote
Sales
About Bentley
A luxury automaker known for its high-end, handcrafted vehicles and a rich British heritage.