Aptitude Software · 2 months ago
Director of Professional Services (North America)
Aptitude Software is dedicated to helping organizations navigate digital transformation through intelligent financial management solutions. The Director of Professional Services will lead delivery excellence across North America, overseeing client implementations, operational strategy, and financial performance while building a high-performing team to ensure client success.
AccountingAppsFinanceSoftware
Responsibilities
Build, lead, and inspire a distributed team of Project Managers, and Consultants across North America
Foster a culture of accountability, collaboration, and continuous improvement that emphasizes client success and professional growth
Hire, mentor, and develop high-performing talent. Provide clear career paths and support individual development plans
Champion diversity and inclusion, ensuring every team member feels empowered to contribute their unique strengths
Be a visible advocate for Professional Services, representing the function to internal stakeholders and in executive level client and partner engagements
Own regional Professional Services P+L, including revenue forecasting, margin management, and utilization optimization
Oversee all aspects of client and partner delivery. Implementation, advisory, and managed services, ensuring consistency, quality, and scalability
Act as executive sponsor for strategic client programs, providing guidance, governance, and risk mitigation
Drive operational excellent through process improvement, performance metrics, and continuous improvement initiatives
Promote adoption of Aptitude’s delivery methodology, ensuring alignment with global standards and best practices
Partner with Sales and Client Success to define and position services as a key differentiator in the market
Contribute to scoping, pricing, and negotiation of services engagements to ensure profitable growth and client value realization
Strengthen client relationships through executive sponsorship, thought leadership, and strategic account collaboration
Support renewal and expansion opportunities by demonstrating measurable business outcomes and trusted advisory value
Partner closely with the Client Success leadership team to ensure a seamless client experiences from implementation through adoption and value realization
Collaborate to design scalable client engagement models and proactive success plans that drive retention and expansion
Align delivery excellence with client outcomes, ensure Professional Services plays a central role in long-term client success
Collaborate with Product Management, Engineering, and Client Success to evolve Aptitude’s SaaS delivery framework and accelerate time-to-value for clients
Work with the Channel team to develop and operationalize the partner delivery ecosystem, ensuring consistent quality, enablement, and joint success
Support transformation initiatives that modernize Aptitude’s delivery operations, introducing scalable processes and tools aligned to SaaS best practices
Contribute to the global Professional Services leadership team, helping shape strategy, talent development, and delivery innovation
Represent Aptitude’s services organization at industry events, client forums, and partner meetings to amplify our brand and impact
Qualification
Required
10+ years of experience in Professional Services, Consulting, or Program Delivery roles within enterprise software, preferably SaaS organizations
5+ years of people leadership experience, managing regional or cross-functional delivery teams
Experience leading teams through business or operational model transformation, ideally shifting from traditional software to SaaS
Proven success working with or building partner delivery ecosystems to scale Professional Services reach and capacity
Deep understanding of customer lifecycle management in a SaaS or subscription-based business model
Proven success managing P&L, service operations, and client delivery at scale
Strong background in enterprise software implementation, ideally in financial services, or ERP
Demonstrated ability to influence at executive levels, manage complex stakeholders, and deliver measurable client outcomes
Commercial acumen with experience in pricing, forecasting, and contract negotiation
Strong communication, leadership, and analytical skills, with a passion for driving excellence and innovation in delivery
Willingness to travel regionally as needed to support clients, partners, and teams. Occasional international travel required
Benefits
401(k) retirement plan with matching
Competitive vacation and paid time off
Healthcare benefits – medical insurance, dental insurance and vision plans
Pre-tax saving accounts
Life and Disability Insurance
ShareSave scheme (ability to purchase company shares on preferential terms)
Flexible working conditions and hybrid work model
Company
Aptitude Software
Aptitude Software deliver financial integration, accounting engines and other solutions.
Funding
Current Stage
Late StageRecent News
FinTech Global
2025-10-15
2025-09-24
FF News | Fintech Finance
2025-09-24
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