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Professional Services Lead

Role overview

Qualifications

  • 7-10 years of experience within the Microsoft Dynamics ecosystem
  • Experience in a leadership or management capacity overseeing project teams or service delivery
  • Strong business acumen and ability to translate strategy into priorities
  • Experience with resource planning, governance structures, and performance metrics

Responsibilities

  • Assigning team members to roles and monitoring fit
  • Allocating team resources across projects based on priority and capacity
  • Establishing priorities and strategy for the team
  • Monitoring the team's financial performance and maintaining budget accountability

Key facts

  • Remote from: United States
  • Full time
  • Senior (5-10 years)
  • English

Hard skills

Other skills

  • Leadership
  • Business Acumen
  • Governance
  • Collaboration
  • Problem Solving

About the company

Cordia Resources by Cherry Bekaert logo

Cordia Resources by Cherry Bekaert

Staffing & Recruiting

Cordia Resources is a leading recruiting, staffing, and executive search firm specializing in placing accounting, finance, human resources (HR), information technology (IT), and contract/subcontract administration professionals throughout the Washington DC Metropolitan area. With more than 20 years’ experience as public accountants and chief financial officers of publicly traded, venture-backed, and privately-held companies, our unique industry knowledge allows us to provide a truly consultative approach to our candidates and clients. Our client base has grown out of the amazing success of our parent company, Cordia Partners, one of the DC area’s most respected firms for managed business services. Our expert recruiting and staffing solutions support business growth in the public and private sectors; including non-profit organizations, government contractors, technology, hospitality, real estate, and more. Cordia Resources utilizes its extensive networks in the area and our proven recruiting model to consistently identify high-quality consultants and candidates at all career levels and across all industries.

Company details

IndustryStaffing & Recruiting
Company size51 - 200

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Job description

ArcherPoint by Cherry Bekaert is looking to add a Professional Services Lead to our team. This role is responsible for implementing and supporting transformational business solutions that work across Microsoft's cloud-based platforms. As the Lead of the Professional Services team, this person will set strategy and priorities, make sure the right people are in the right roles, and keep the team's day-to-day operations running smoothly so we can consistently deliver value to our clients.

Specifically, the Professional Services Lead is accountable for:

  • Assigning team members to roles, monitoring fit, offering feedback to improve fit, and reassigning roles when it will improve the team's effectiveness.
  • Allocating team resources across projects and roles based on priority and capacity.
  • Establishing priorities and strategy for the team.
  • Defining metrics to track the team's performance and progress.
  • Structuring the team's governance so it can effectively carry out its purpose and accountabilities.
  • Removing constraints that limit the team's ability to deliver on its purpose and accountabilities.
  • Monitoring the team's financial performance and maintaining accountability for budget, profitability, and results.


The ideal candidate for this role will have at least 7-10 years of experience within the Microsoft Dynamics ecosystem (NAV/Business Central and/or other Microsoft cloud-based platforms), including several years in a leadership or management capacity overseeing project teams or service delivery. This person should bring strong business acumen, the ability to translate strategy into clear priorities, and a track record of building and developing high-performing teams. Experience with resource planning, governance structures, and performance metrics is preferred, as is experience monitoring financial performance and maintaining budget accountability for a team or practice. AI-forward thinking is required: this person should be genuinely curious about AI and proactive about applying it to how we deliver services.


Lastly, in addition to the above accountabilities & requirements, the successful candidate for this role must align well with our very defined, active, and dynamic organizational culture. ArcherPoint by Cherry Bekaert is not your typical organization, culture, or business environment. We are aligned with a passion to help solve customer problems in a collaborative dynamic environment and we seek team members, that are ready for a significant change and the opportunity to help shape our organization today and help us build the future.

What you can expect from us:

  • Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect

  • The opportunity to innovate and do work that motivates and engages you

  • A collaborative environment focused on enabling you to further your career growth and continuous professional development

  • Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing

  • Flexibility to do impactful work and the time to enjoy your life outside of work

  • Opportunities to connect and learn from professionals from different backgrounds and with different cultures

Benefits Information:

Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate’s work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.

Pay Range:

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About Cherry Bekaert

Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit https://www.cbh.com/disclosure/ 

Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. https://careers.cbh.com/legal-disclosures/ contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. 

This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled.   

Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. 

Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at  https://careers.cbh.com/ and follow us on LinkedIn, Instagram, Twitter and Facebook.  

© 2026 Cherry Bekaert. All Rights Reserved.

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