About Us

At Medius, we believe managing finance should be about strategy, not stress. That same mindset shapes not only the solutions we build, but also the culture we create for our people. We remove complexity, embrace innovation, and give our teams the freedom to focus on what truly matters — whether that’s transforming the future of finance with AI or finding balance to go home on time.

Founded in Sweden in 2001, Medius has grown from a local startup into a global leader in cloud-based spend management solutions. Today, thousands of organizations worldwide trust us to simplify accounts payable and spend management processes. Our journey has been driven by continuous innovation, a passion for technology, and above all — the people who make it happen.

We’re more than a software company. We’re a team of problem-solvers, innovators and collaborators working together to reinvent the category of accounts payable. Our solutions use Artificial Intelligence to eliminate manual work, bring clarity, confidence, and control, and empower finance teams of the future.

At Medius, our values guide how we work and grow together:

• Connect – We believe in the power of people—individually and collectively—and our success depends on understanding and respecting each other. We appreciate that ‘empowering finance teams of the future’ is an exciting endeavor, and we share it with everyone around us.

• Question – We enjoy the challenge of our work and the thrill of collaboration. We are not afraid to question ourselves and each other because we believe diverse perspectives can lead to better outcomes and that there is great power in resolution.

• Own – We are thorough, thoughtful, and decisive. We anticipate what’s next, what a customer might need, and then we deliver. That’s how we get things done. And that’s how we remain a leader. Customers trust us to do our job so that they can focus on what they do best.

At Medius, you’ll join a diverse, global community where curiosity is celebrated, ideas matter, and innovation never stops. If you’re passionate about technology, eager to make an impact, and ready to grow alongside a team that lives its values, Medius is where you can do your best work — your impact is global.

Learn more at www.medius.com

Job overview

Medius is seeking a Professional Services Operations Administrator to support the Customer Experience Organization (CXO) by ensuring accurate project setup, billing readiness, and financial alignment across Professional Services engagements.

As part of the CXO Operations & Strategy team, this role serves as a critical link between Sales, Delivery, and Finance, translating signed Order Forms (OFs) and Statements of Work (SOWs) into accurately configured projects within core business systems. The position plays a key role in protecting revenue, improving billing accuracy, reducing operational burden on delivery teams, and driving scalable operational processes through standardization, automation, and the evolving use of AI.

This role reports to the Senior Director, CXO Strategy & Operations.

Responsibilities and Duties

Project Setup & SOW Validation

• Review signed Order Forms (OFs) and Statements of Work (SOWs) to ensure completeness, accuracy, and compliance with internal standards.

• Validate commercial terms including billing structures, milestones, pricing, and discounts.

• Identify and proactively escalate inconsistencies, missing information, or potential risks.

• Configure projects accurately within core systems, ensuring proper alignment between opportunities, projects, and financial data.

Billing Readiness & Accuracy

• Ensure projects are fully configured and invoicing-ready prior to delivery kickoff.

• Validate billing schedules, milestone structures, and rate configurations against contractual agreements.

• Partner with Delivery Managers and Finance to confirm invoicing readiness and minimize billing errors.

• Support alignment between time-tracking tools and invoicing processes.

• Perform pre-invoice validation checks to reduce rework, credits, and customer-facing billing issues.

Finance Partnership & Financial Alignment

• Collaborate closely with Finance to ensure alignment between project setup, invoicing, and revenue recognition.

• Support accurate data flow between Professional Services systems and financial platforms.

• Assist with month-end close activities, including project data validation and billing reviews.

• Help prevent revenue leakage and financial discrepancies through strong operational controls.

Operational Efficiency & Process Improvement

• Identify opportunities to improve project setup, billing, and operational workflows.

• Partner with CXO Operations and leadership to standardize processes and reduce manual effort.

• Develop scalable frameworks that drive consistency across regions, teams, and engagement types.

• Improve data quality, governance, and adherence to operational best practices.

Systems & Data Management

• Serve as a subject matter expert for project setup and billing-related data.

• Maintain accurate and consistent data to support reporting, forecasting, and invoicing.

• Manage documentation, templates, and process standards.

• Support system enhancements and process improvements that increase efficiency and accuracy.

Automation & AI Enablement

• Identify opportunities to automate manual project setup and billing workflows.

• Partner with CXO Operations, Finance, and IT to implement automation solutions.

• Support the adoption of AI-driven capabilities for SOW/OF data extraction, project setup recommendations, and billing validation.

• Provide feedback to continuously improve automation and AI outputs.

Cross-Functional Collaboration

• Work closely with stakeholders across CXO, Sales, Finance, and Operations.

• Facilitate smooth and accurate handoffs between Sales and Delivery teams.

• Contribute to initiatives focused on operational excellence, billing accuracy, and system optimization.

• Investigate and resolve project setup and billing-related issues as needed.

Qualifications

Required

• 3+ years of experience in Professional Services Operations, Finance Operations, Project Administration, or a related field.

• Strong attention to detail with the ability to interpret commercial agreements, contracts, and Statements of Work.

• Experience working with Salesforce (SFDC) and/or Professional Services Automation (PSA) tools such as Cloud Coach.

• Strong organizational skills and process-oriented mindset.

• Ability to manage multiple priorities and collaborate effectively across functions.

• Strong analytical and problem-solving skills with a focus on root-cause identification and resolution.

Preferred

• Experience within a SaaS or technology company.

• Familiarity with Professional Services delivery models, including Time & Materials (T&M), Fixed Fee, and milestone-based billing.

• Experience with financial systems such as NetSuite.

• Exposure to automation initiatives, workflow optimization, or AI-enabled tools.

• Experience supporting global teams across multiple regions and time zones.

Why This Role Matters

This role is essential to ensuring billing accuracy, protecting revenue, and reducing administrative burden on delivery teams. By establishing strong operational discipline and partnering closely with Finance, the Professional Services Operations Administrator enables scalable growth, operational efficiency, and improved financial outcomes.

As Medius continues to evolve its operational capabilities, this role will play an increasingly important part in driving automation and AI-powered improvements across Professional Services operations.

Medius is committed to fair and equitable compensation practices.

Actual compensation will be determined based on several factors, including but not limited to relevant skills, experience, qualifications, certifications, internal equity, and the geographic location in which the role is performed. Compensation may vary for roles performed in different locations due to differences in the cost of labor.

The total compensation package for this position may also include eligibility for variable compensation (such as a performance bonus or commission), benefits, and/or participation in other incentive or benefit plans, in accordance with the terms of the applicable plans. Benefits may include medical, dental, and vision coverage, paid time off, and retirement benefits, subject to eligibility requirements.

Medius is an equal opportunity employer. We are committed to providing equal employment opportunities to all qualified applicants and employees, without regard to race, color, religion, sex (including pregnancy, sexual orientation, and gender identity or expression), national origin, ancestry, age, disability (physical or mental), genetic information, medical condition, marital status, citizenship or immigration status, military or veteran status, or any other characteristic protected by applicable federal, state, or local laws.

If you require a reasonable accommodation due to a disability or for religious reasons during the application or interview process, please review our accommodations process.

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