# Manager, Professional Services

**Company:** [FinQuery](https://hotfix.jobs/companies/finquery)
**Location:** Atlanta, GA
**Role:** Customer Success
**Experience:** 3+ years
**Skills:** professional services, Project Management, Customer Onboarding, saas implementation, Team Management, monday.com, g suite, Microsoft Office, accounting software, Contract Management, debt management, client presentation
**Posted:** 2026-07-15

> 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.

## Job Description

## 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.

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**Apply:** https://hotfix.jobs/jobs/80f0855d-8f4b-4a14-9d43-07e933cdcb96
**Canonical:** https://hotfix.jobs/jobs/80f0855d-8f4b-4a14-9d43-07e933cdcb96