Shield

Accountant

• Understand accounting principles and analyze financial transactions
• Prepare financial reports and reconcile accounts
• Collaborate with multiple departments on reporting results
• Integrate accounting operations and prepare account reconciliations
• Provide detailed analysis and maintain supporting work papers for audits
• Develop efficient accounting procedures through process enhancements
• Communicate with various departments on financial results and policies

Senior Accountant

Network Engineer

• Design, implement, maintain, and troubleshoot a highly available IP/BGP telecommunications network. Configure and install routers, switches, firewalls, and related network devices.
• Configure, implement, and troubleshoot customer telecommunications services, including DIA, DWDM, Metro Ethernet, and other offerings.
• Monitor key network indicators, including performance, device health, availability, status, and integrity.
• Manage and maintain the company’s Zero Trust and SASE security suite, supporting deployment, configuration, troubleshooting, and planning.
• Maintain and troubleshoot network-related hypervisors and virtual machines.
• Deploy, maintain, and troubleshoot Linux and Windows servers.
• Develop and maintain automation for network provisioning, configuration, monitoring, validation, and operational tasks. Regularly evaluate the reliability and effectiveness of automated processes.
• Research and evaluate new network technologies and recommend network equipment purchases during infrastructure refresh cycles.
• Serve as a technical leader by providing consulting services to Threshold Communications customers. Assist with troubleshooting network issues and act as the highest point of technical escalation.
• Create custom solutions for customers as part of the sales engineering role, with limited capacity.
• Assist with Threshold Communications’ VoIP platform, including hosted PBX, SIP trunking, and related VoIP services.
• Maintain accurate technical documentation. Record procedures, configurations, troubleshooting, and completed work in the company’s ticketing system and knowledge base.
• Mentor team members on technical issues and troubleshooting techniques.
• Perform on-site data center work to install, troubleshoot, and maintain systems and network equipment.
• Participate in the Engineering team’s on-call rotation.

Senior Network Engineer

Solutions Engineer

• Serve as the technical lead for SaaS configuration and platform integration requests originating from internal teams.****
• Develop and manage project plans, milestones, and timelines for standing up, connecting, or migrating internal tools.****
• Conduct discovery sessions with requesting teams to assess existing processes, data sources, and system structures.****
• Configure and integrate SaaS systems across internal functions—building connectors, API integrations, SSO, and data syncs as needed.****
• Coordinate integrations and migrations across HR, finance, operations, and IT platforms.****
• Facilitate cross-functional working sessions with HR, Finance, IT, and Operations to scope and prioritize requests.****
• Provide status updates and documentation to requesting teams and IT leadership.****
• Support change management and end-user enablement for newly configured or integrated tools.****
• Identify opportunities to streamline the intake and delivery of configuration and integration requests.****
• Standardize templates, runbooks, SOPs, and checklists for recurring configurations.****
• Recommend process and technology enhancements to support future scalability.****

Internal Systems Integration Engineer

Revenue Operations

• Own and evolve the overall Revenue Operations function across Shield and portfolio companies
• Build and maintain forecasting models, pipeline reporting, revenue analytics, and KPI dashboards
• Develop scalable GTM processes spanning lead management, pipeline progression, customer lifecycle management, and reporting
• Partner closely with Sales, Marketing, Finance, and executive leadership on operational planning and business performance analysis
• Support CRM optimization, workflow automation, territory planning, and data integrity initiatives
• Drive operational integration efforts for newly acquired businesses
• Create executive-ready reporting and business reviews for leadership stakeholders
• Analyze revenue trends, conversion metrics, and operational performance to identify growth opportunities
• Help define and standardize sales processes, reporting structures, and operational best practices across entities
• Partner with cross-functional teams to improve tooling, systems alignment, and overall GTM efficiency

Director of Revenue Operations

Account Executive

• Own and close net new MSP logo opportunities within an assigned territory
• Partner directly with Shield portfolio companies to run opportunities through the sales cycle from qualification through close
• Operate as the primary closer on opportunities generated through centralized business development and working directly with the ShieldCo team.
• Embed into portfolio company sales processes and customer conversations as an extension of the ShieldCo team
• Maintain clear territory accountability and revenue targets across assigned ShieldCo organizations
• Collaborate closely with Shield leadership, RevOps, Marketing, and Business Development teams
• Help build scalable sales processes and operational consistency across the platform

Sales Executive

Project Manager

• Own customer onboarding & delivery: Lead end‑to‑end onboarding for private hosting and remote managed services; set phase gates, dependencies, and communication plans.
• Drive initiatives for existing customers: Deliver server/network upgrades, office moves, storage remediation, and technology refresh programs.
• Lead the people: Direct Project Managers and Professional Services personnel (Systems Engineers, Support Specialists/Engineers/Analysts); set goals, coach performance, and grow careers.
• Raise service quality: Enforce SOPs and QA for ticket lifecycle; reduce repeat incidents and extend reliability across VDI/EUC and infrastructure.
• Standardize documentation: Ensure runbooks/PM templates and customer documentation (network topology, services, security) are complete before build/migration.
• Manage risk & change: Govern image refreshes and production changes; coordinate with Engineering when holds impact schedules; plan phased upgrades for legacy systems.
• Partner cross‑functionally: Collaborate closely with Sales, Account Management, Solutions Engineering, and Customer Success to unblock delivery and maintain trust.
• Own the numbers: Build and execute project cost accounting; manage team P&L (forecasting, margin, utilization, accruals); approve vendor invoices.

Service Delivery Manager – Project Management, Professional Services

Manager

• Own the overall health and performance of service desk operations across every Shield-owned MSP, ensuring each service board is clean, accurate, and well-managed by its local Service Desk Manager.
• Establish and enforce a consistent definition of “clean and well-managed” covering ticket hygiene, queue management, SLA adherence, time entry discipline, status accuracy, and documentation quality.
• Conduct regular service board audits across ShieldCos and partner with local managers on remediation plans, tracking progress to closure.
• Identify systemic risks, capacity issues, or staffing gaps across the portfolio and escalate with clear recommendations to operations leadership.
• Develop, document, and roll out service desk best practices across the portfolio — including triage workflows, escalation paths, ticket templates, board structure, dispatch standards, and customer communication norms.
• Deliver clear, narrative-driven monthly and quarterly portfolio reporting to executive leadership, highlighting trends, outliers, and recommended actions.
• Coach local managers on using the same metrics to run their own desks, not just to report upward.
• Act as the operational voice of the service desk in the design, piloting, and rollout of internal AI tools. including ticket triage, summarization, knowledge retrieval, and automation.
• Serve as a mentor, coach, and trusted partner to each ShieldCo’s Service Desk Manager by supporting them, removing obstacles, and helping them grow rather than managing them by directive.

Multi-Site Service Desk Manager

Financial Planning and Analysis

• Lead long-range financial planning, including multi-year modeling, cash flow forecasting, and enterprise scenario planning
• Own and continuously refine revenue and full P&L forecasting, incorporating key business drivers, trends, and predictive insights
• Perform deep financial analysis to identify trends, variances, risks, and opportunities, translating findings into clear, actionable recommendations
• Build dynamic financial models to support strategic initiatives, including M&A evaluation, integration planning, and capital allocation
• Support M&A activity, including financial due diligence, valuation support, and post-acquisition modeling
• Partner with executive leadership as a trusted advisor, delivering forward-looking insights that shape business strategy
• Identify and improve data integrity across financial inputs, driving process enhancements that enable more accurate forecasting and analysis
• Build and optimize FP&A processes and workflows to effectively track, measure, and report on KPIs and critical financial metrics
• Drive the development and implementation of scalable FP&A processes, systems, and reporting infrastructure
• Lead or support financial systems implementations and enhancements to improve data integrity, accessibility, and decision-making speed
• Explore and introduce opportunities to leverage AI and automation within FP&A to enhance forecasting accuracy, efficiency, and insight generation
• Operate effectively in ambiguity, while balancing precision with speed and iterating as new information becomes available
• Collaborate closely with the finance and accounting team as a complementary finance leader, ensuring alignment between historical reporting and forward-looking analysis
• Collaborate with the CEO, investors, and cross-functional leaders to drive strategic initiatives and key business priorities.
• Prepare materials for board and investor discussions, bringing clarity and insight to complex financial narratives.