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Director, Professional Services

Remote: 
Full Remote
Contract: 
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Offer summary

Qualifications:

Proven experience in people management and mentoring within a Professional Services team., Strong background in software/ERP/PSA implementation projects with knowledge of project methodologies., Bachelor's Degree or equivalent experience, preferably with an understanding of Salesforce Platform/Apps., Excellent interpersonal, organizational, and analytical skills..

Key responsabilities:

  • Manage a team of Functional Implementation Consultants and Architects, providing oversight and support.
  • Establish relationships with senior stakeholders to ensure customer success and gather feedback.
  • Act as Project Owner/Sponsor, ensuring successful project outcomes and governance.
  • Develop and implement strategies for consulting performance and team training.

Certinia logo
Certinia Large https://www.certinia.com/
1001 - 5000 Employees
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Job description

Description

Director, Professional Services
Remote, U.S.

 

WHO WE ARE
Certinia (formerly FinancialForce) delivers a Services-as-a-Business platform that powers and connects all aspects of services operations, from services estimation and delivery to customer success management and financial planning and accounting. The company's Professional Services Automation (PSA), Customer Success, and ERP solutions delivered on Salesforce's leading cloud platform provide the ability to run a connected services business, deliver with intelligence, and achieve business agility. Headquartered in San Jose, California with offices around the world, Certinia is backed by Haveli Investments, General Atlantic and Salesforce Ventures. For more information, visit www.certinia.com.

 

THE ROLE
Certinia has an exciting career opportunity for an experienced Professional Services Practice Director with seasoned Project Management and Services Leadership experience to take the lead in our growing consulting delivery practice.
This is a Senior role within the AMER professional services team, reporting and providing back-up to the Senior Director, Global Professional Services Delivery. As Director, Professional Services you will leverage your knowledge of enterprise software project management and delivery, cloud technologies and hands-on people management skills to lead a team of Implementation Consultants as they help our customers achieve their business outcomes and reduce time to value.
You will work collaboratively with our Sales, Customer Success, Customer Experience/ Support and Product teams to maximize customer satisfaction, achieve success with strategic initiatives and build a team that will fuel the future success of the company. Certinia is the leader in Professional Services software for Professional Services organizations; its own Professional Services organization leads the way for the company as customer zero.
This role will also liaise extensively with both our implementation partners to oversee their successful implementations and train them to expand our scale across AMER.

 

YOU WILL DO IN THIS ROLE

 

  • Day-to-day management of a team of AMER Functional Implementation Consultants and Architects. You will have “team leads” within your organization who will help you, and you will provide oversight to them and the individual Consultants.
  • Ensure that the Functional Consulting team are subject matter experts in all aspects of the Certinia products through a program of continual education and training. This program should support the on-boarding and certification of new consultants to the team whilst also ensuring that the team are aware of and trained in all new product release in advance
  • Establish critical relationships, typically at Senior and C level, with major customers in the AMER region to ensure they are meeting their business objectives and outcomes with Certinia technology and guiding them to success while collecting invaluable customer intelligence for Certinia.
  • Join the Sales pursuit teams to help sell the value of Certinia Professional Services to key prospects during the Sales cycle. Present Project Management and Implementation Methodology to prospective customers.
  • Act as “Project Owner/Sponsor” on projects with customers providing governance and oversight to ensure a successful outcome.
  • Alongside our methods and portfolio teams Implement and manage systems and processes for improved consulting performance (e.g. lessons learned, hot reviews, escalation management, sales/support handovers, implementation methodologies and budget management)
  • Support Account Executives and PS Engagement Managers in the estimating of effort and production of Statements of Work to existing customers
  • Understand the experience, capability and strategic direction of our Certinia Partners in order to identify/deliver support to them in up-skilling their teams to deliver successful projects
  • Establish a strong network/working relationship with Partners/Subcontractors to provide a flexible supply of resource to meet fluctuating demands for Certinia consulting services on Certinia primed projects 
  • Contribute to the ongoing development and refinement of the Certinia implementation methodologies, implementation tools and practices and new service offerings
  • Forecast recruiting needs, interview candidates, onboard, train and develop new team members
  • Ensure attainment of revenue, margin, utilization, billing and Customer Satisfaction Survey targets whilst minimizing Free of Charge work
  • Manage resource planning and staffing for customer engagements
  • Develop, implement and support strategic company objectives
  • Take a lead in the management and resolution of customer/project escalations 
  • Participate in cross-functional teams around product design, marketing events, etc.
  • Create a positive work environment and culture by demonstrating superior attitude and work ethic ensuring the vision, values and culture of the organization

 

WHAT YOU NEED TO BE SUCCESSFUL IN THIS ROLE
  • Proven & effective people management experience with the ability to mentor a PS Team while managing multiple priorities and deadlines
  • Experience engaging with senior stakeholders and act as an interface for projects with both customers and internal stakeholders supporting project lifecycles. 
  • Evidence of implementing/managing a program of continual learning
  • Experience in software/ ERP / PSA implementation projects end to end of varying size and scope with demonstrated experience and knowledge across all phases of the software implementation lifecycle, project methodologies and best practice (including the cloud delivery model)
  • Ability to multitask in a fast-paced environment
  • The ability to motivate & influence team members for accountability ensuring excellent deliverables.
  • Demonstrate excellent interpersonal, organizational, and analytical skills
  • The ability to positively embrace change and new challenges
WHAT ELSE WOULD BE GREAT
  • Pre-sales activities such as providing scoping and level of effort analysis
  • Bachelors’ Degree or equivalent experience
  • An in-depth understanding of Salesforce Platform/ Apps

Certinia is an affirmative action and equal opportunity employer. As an equal opportunity employer, Certinia does not discriminate against any applicant or employee based on race, color, sex, sexual orientation, gender identity, marital status, religion, national origin, ancestry, age, disability, military or veteran status, genetic information or any other basis protected by applicable federal, state, or local laws. Certinia also has an accommodation process to reasonably accommodate applicants and employees with disabilities. For more information or if you have a need, contact [email protected]. If applicable under the San Francisco Fair Chance Ordinance or any other applicable federal, state, or local law, Certinia considers qualified applicants with arrest and conviction records for employment.

Required profile

Experience

Spoken language(s):
French
Check out the description to know which languages are mandatory.

Other Skills

  • People Management
  • Analytical Skills
  • Consulting
  • Multitasking
  • Social Skills
  • Organizational Skills
  • Problem Solving

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