Data Ops
Deep Financial review
Account review (ICP, tiering, etc)
Team structure review
Customer journey review in relation to customer ROI
Process review
Operational system review
Set up of FP&A forecast (headcount and revenue) for Field-services based on team assumptions and goals + definition of key metrics and reports to track.
Analysis of process bottlenecks, system failures, needed exception reports, and trend line in relation to quarterly and annual goal.