Operations Specialist (Remote)

Who is Trace3?

Trace3 is a leading Transformative IT Authority, providing unique technology solutions and consulting services to our clients. Equipped with elite engineering and dynamic innovation, we empower IT executives and their organizations to achieve competitive advantage through a process of Integrate, Automate, Innovate.

Our culture at Trace3 embodies the spirit of a startup with the advantage of a scalable business. Employees can grow their career and have fun while doing it!

Trace3 is headquartered in Irvine, California. We employ more than 1,200 people all over the United States. Our major field office locations include Denver, Indianapolis, Grand Rapids, Lexington, Los Angeles, Louisville, Texas, San Francisco.  

Ready to discover the possibilities that live in technology?

 

Come Join Us!

Street-Smart - Thriving in Dynamic Times

We are flexible and resilient in a fast-changing environment. We continuously innovate and drive constructive change while keeping a focus on the “big picture.” We exercise sound business judgment in making high-quality decisions in a timely and cost-effective manner. We are highly creative and can dig deep within ourselves to find positive solutions to different problems.

Juice - The “Stuff” it takes to be a Needle Mover

We get things done and drive results. We lead without a title, empowering others through a can-do attitude. We look forward to the goal, mentally mapping out every checkpoint on the pathway to success, and visualizing what the final destination looks and feels like.

Teamwork - Humble, Hungry and Smart

We are humble individuals who understand how our job impacts the company's mission. We treat others with respect, admit mistakes, give credit where it’s due and demonstrate transparency. We “bring the weather” by exhibiting positive leadership and solution-focused thinking. We hug people in their trials, struggles, and failures – not just their success. We appreciate the individuality of the people around us.

 

About the Role:

The Operations Specialist plays a critical role in supporting the successful delivery of professional services by ensuring seamless financial and administrative execution across project engagements. This individual will report directly to the Sr. Manager, Project and Service Operations and will collaborate closely with Project Managers, Finance, Service Delivery Leads and the Client Service Center to drive operational excellence, maintain project financial integrity, and ensure exceptional client experience.

The ideal candidate is detail-oriented, highly organized, and analytical with a strong understanding of project financials, systems operations, and process improvement. This role is ideal for someone who thrives in a fast-paced, high-volume environment and is passionate about supporting cross-functional teams to deliver best-in-class support.

 

What You’ll Do:

Engagement & Project Administration

• Set up and validate new projects in the Professional Services Automation (PSA) and Finance & Operations systems, ensuring alignment with Statements of Work (SOW), Levels of Effort (LOE), and Purchase Orders (PO).
• Manage a portfolio of client engagements; monitor project status and contractual terms to determine billing readiness and ensure timely and accurate invoicing.
• Create vendor POs, and review, reconcile, and approve incoming vendor invoices related to service delivery
• Perform comprehensive task management including resource reassignments, rate conversions, creation or adjustment of nonbillable tasks to maintain accurate project tracking and compliance with internal standards.
• Coordinate and manage approval workflows by submitting requests to appropriate stakeholders regarding resource assignments, time adjustments, and billing exceptions, ensuring timely authorization and documentation.
• Track revenue recognition throughout delivery and request necessary financial adjustments or corrections
• Execute project closure procedures, ensuring accurate reconciliation of financials and documentation
  

Service Operations Support 

• Govern documentation and compliance for all active engagements; ensure adherence to internal policies and standards.
• Support data gathering efforts and generate insightful reporting to help inform business decisions and identify trends or inefficiencies.
• Partner with internal teams to fulfill reporting requirements and support audit readiness
• Perform administrative functions that facilitate project b