Manager, Professional Services
TLDR
Lead onboarding and professional services for a SaaS finance platform, driving cross-functional alignment and high-touch client implementations.
Manage, mentor, coach, and train a team of 5 to 8 professional services and project management professionals
Oversee timely and successful customer implementations across key product lines, including LeaseQuery, Contract Management, and Debt Management
Maintain hands-on management of a personal book of clients to drive successful platform adoption and implementation
Travel for on-site client visits to deliver high-touch service, lead key presentations, and provide in-person training
Establish realistic short and long-term goals for implementation process improvements and manage the team to accomplish them
Keep project templates up-to-date and monitor project management dashboards within Monday.com or similar PM tools
Partner cross-functionally with Sales, Operations, Product, and Technical teams to ensure early alignment on expectations and scope
Gather and analyze customer feedback to continuously elevate delivery quality and customer satisfaction
Provide accurate and timely reporting on team performance, project statuses, and key performance indicators to leadership
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4-year finance or accounting college degree from an approved institution.
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3 or more years of experience in a customer-facing implementation or professional services role, preferably within a SaaS environment
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1 or more years of experience directly managing a team
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Familiarity or direct experience with accounting, contract management, or debt management software
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Exceptional written, verbal, and in-person communication skills
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Proficient knowledge of G Suite, Microsoft Office, and Monday.com or similar project management platforms
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Comfortability with regional and national travel alongside a strong willingness to present to clients in person
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Strong oral, written, and presentation skills with the ability to communicate effectively from end-users to the C-suite
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Excellent problem-solving skills with a "think big" mindset and a willingness to roll up your sleeves to build repeatable, sustainable processes
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Self-motivated and highly organized work style with the ability to meet strict deadlines across overlapping projects
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True passion for professional development, setting clear timelines, and helping team members grow their career impact
Benefits
Benefits
Education Stipend
Annual tutoring stipend for your children
Equity Compensation
401(k) plan with employer matching
Free Meals & Snacks
Catered lunches every Tuesday & Thursday (when in office)
Health Insurance
Great health benefits with multiple plan option
Home Office Stipend
Signing stipend for a work-from-home setup
Learning Budget
Mentorship program (available immediately)
Equal opportunity employer statement
Equal opportunity employer statement (not a perk)
Paid Parental Leave
Parental Leave Benefits
Paid Time Off
Flexible PTO (including 11 holidays and your birthday off)
Wellness Stipend
Free gym membership at our office (Atlanta HQ)
FinQuery is an AI-driven platform specializing in contract management and accounting automation, designed for organizations across public, private, and government sectors. We help over 8,000 clients streamline their accounting for significant spending areas like leases, prepaids, and accruals, providing clarity and control over their financial commitments.