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FinQueryFinQueryAtlanta, GA

Manager, Professional Services

Lead and mentor a team of 5-8 professional services and project managers while maintaining a personal book of clients. Oversee successful SaaS implementations (LeaseQuery, Contract/Debt Management), drive process improvements, travel for on-site client training, and partner cross-functionally to ensure high customer satisfaction.

Salary not listed
Hybrid3+ YOECustomer Success

About the role

Responsibilities

  • 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

  • 4-year college degree from an approved institution.
  • 3+ years of experience in a customer-facing implementation or professional services role, preferably within a SaaS environment.
  • 1+ 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.
  • Comfort with regional and national travel and 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.

Skills

professional servicesProject ManagementCustomer Onboardingsaas implementationTeam Managementmonday.comg suiteMicrosoft Officeaccounting softwareContract Managementdebt managementclient presentation
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