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Manager, Professional Services
FinQuery, Formerly LeaseQueryManager of Professional Services leading a team and onboarding clients for FinQuery's accounting automation platform. Ensuring successful platform adoption and improving process efficiencies in project management.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing and mentoring teams within a customer-facing implementation environment, with a strong focus on project management, client engagement, and process improvement. Proficient in utilizing project management tools and software to enhance team performance and customer satisfaction.
Highest-signal resume keywords
Team ManagementCustomer ImplementationProject ManagementSaaS ExperienceCommunication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Project ManagementImplementation ManagementProcess ImprovementClient EngagementAccounting SoftwareContract Management SoftwareDebt Management SoftwareG SuiteMicrosoft OfficeMonday.com
Soft Skills
MentoringCoachingProblem-SolvingOrganizational SkillsPresentation Skills
Tools & Technologies
Monday.comG SuiteMicrosoft Office
Industry Keywords
Professional ServicesCustomer-Facing RoleSaaS EnvironmentImplementation ProcessClient Satisfaction
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- A 4-year college degree from an approved institution
- 3 or more years of experience in a customer-facing implementation or professional services role, preferably within a SaaS environment
- 1 or more years of experience directly managing a team
- Familiarity or direct experience with accounting, contract management, or debt management software
- Exceptional written, verbal, and in-person communication skills
- Proficient knowledge of G Suite, Microsoft Office, and Monday.com or similar project management platforms
- Comfortability with regional and national travel alongside a strong willingness to present to clients in person
- Strong oral, written, and presentation skills with the ability to communicate effectively from end-users to the C-suite
- Excellent problem-solving skills with a "think big" mindset and a willingness to roll up your sleeves to build repeatable, sustainable processes
- Self-motivated and highly organized work style with the ability to meet strict deadlines across overlapping projects
- True passion for professional development, setting clear timelines, and helping team members grow their career impact
Benefits
Comp & perks- Annual employee development program stipend of $2,000 for each employee
- Mentorship program (available immediately)
- Sabbatical program (4 weeks after 5 years of service)
- Advancement opportunities based on results, not politics
- 401(k) plan with employer matching
- Signing stipend for a work-from-home setup
- Great health benefits with multiple plan options
- Flexible PTO (including 11 holidays and your birthday off)
- Free gym membership at our office (Atlanta HQ)
- Casual dress environment (when in office)
- Catered lunches every Tuesday & Thursday (when in office)
- Parental Leave Benefits
- Fertility/Adoption Assistance
- Annual tutoring stipend for your children