Project and Sales Support Analyst II

Location: Home-based in Canada

Position Summary

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 – please see our colleague video.
• An exciting career as an integral part of a world-leading software company providing solutions for architecture, engineering, and construction - watch this short documentary about how we got our start.
• 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, where your contributions help build a more sustainable, connected, and resilient world. Discover our latest user success stories for an insight into our global impact.
  
  

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. Founded in 1984 by engineers for engineers, Bentley is the partner of choice for engineering firms and owner-operators worldwide, with software that spans engineering disciplines, industry sectors, and all phases of the infrastructure lifecycle. Through our digital twin solutions, we help infrastructure professionals unlock the value of their data to transform project delivery and asset performance. www.bentley.com

Equal Opportunity Employer

Bentley is proud to be an equal opportunity employer and considers for employment all qualified applicants without regard to race, color, gender/gender identity, sexual orientation, disability, marital status, religion/belief, national origin, caste, age, or any other characteristic protected by local law or unrelated to job qualifications.