Job Description
The Resource Manager plays a critical role in ensuring that Professional Services teams are properly staffed, aligned, and equipped to meet project timelines and business objectives. This role involves close collaboration with Project Managers, Project Coordinators, Regional Managers, the Sr. Director of Professional Services, Customer Success, and Sales to efficiently manage resources, balance workloads, and ensure smooth project delivery.
Key Responsibilities:
* Identify, assign, and allocate resources to ongoing and upcoming projects based on skills, availability, and priorities.
* Maintain a real-time view of resource capacity and project needs across the organization.
* Serve as the primary point of contact for project staffing and collaborate with Sales and Regional Managers to ensure proper coverage for upcoming engagements.
* Own all new engagements at intake and assign resources based on availability and skillset.
* Check in regularly with Project Managers to confirm they have the resources required for project success.
* Maintain up-to-date skills and certifications records for all consultants.
Process Optimization and Tool Management
* Develop and maintain tools, dashboards, and reports to monitor utilization, productivity, and performance.
* Establish and enforce consistent processes for resource requests and assignments to maximize efficiency.
* Ensure data and processes remain aligned across systems.
Daily Operational Responsibilities
* Review unassigned Wrike projects daily.
* Match consultants to projects based on skill set, availability, and regional needs.
* Assign both primary and secondary consultants and confirm schedules with stakeholders.
* Flag any assignment conflicts or delays to Regional Managers or Services Leads.
Required Skills and Qualifications
* 4+ years of experience in resource planning or operations within a software or technology organization.
* Proven ability to manage multiple concurrent projects and balance resources effectively in a fast-paced environment.
* Strong proficiency with resource planning tools (e.g., Wrike).
* Working knowledge of JIRA, Salesforce, required, and NetSuite preferred.
* Excellent organizational, communication, and negotiation skills.
Benefits
* We celebrate diversity and are committed to creating an inclusive environment for all employees.
* All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, sex (including pregnancy, sexual orientation, and gender identity or expression), religion, disability, genetic information, marital status, veteran status, or any other basis protected by local, state or federal law.
Others
* Applicants must be authorized to work in the United States.
* CAI Software does not unlawfully discriminate on the basis of citizenship or immigration status in accordance with the Immigration Reform and Control Act of **** (IRCA).