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FinQuery, Formerly LeaseQuery

Manager, Professional Services

FinQuery, Formerly LeaseQuery

Manager 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.

Posted 7/15/2026full-timeAtlanta • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit
Core 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

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Applicant 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