Global Head of Professional Services – (CRPM), Charles River Development, Managing Director

Overview

In this role you drive successful Professional Services delivery for clients transitioning from sales to onboarding, ensuring value realization and customer adoption. You will lead PS teams across regions, shaping scope and delivery while partnering with Sales and Product Management to pursue new opportunities. The role combines sales, account management and operations, with a focus on large private markets clients and multi-national funds. You build trusted advisor relationships and own the outcomes and timelines of client engagements.

Pay / Benefits

• competitive benefits
• flexible Work Program
• development programs and educational support
• paid volunteer days
• employee networks
• travel opportunities (30% incl. international)

Responsibilities

• Own PS teams and program management for Professional Services deployment
• Oversee global client portfolio and PS teams; assign and monitor progress
• Forecast PS work and maintain staffing plans; hire and coach staff
• Achieve PS revenue and utilization targets; manage budget and timelines
• Lead client delivery; resolve issues and ensure client outcomes
• Maintain utilization target of 20%; ensure policy compliance
• Oversee Data Management Services (DMS) scale and hiring planning
• Support sales/marketing: assist in new client discovery, scope PS, coordinate with Product Management
• Identify opportunities for additional Software/Services within existing customers
• Support POCs, demos, and case studies to aid deployments and collateral
• Be the primary interface to customer success and contribute to business development in the sales cycle
• Work with cross-functional teams to align roadmaps with client feedback and strategic clients
• Starter for new services lines or pricing adjustments and delivery improvements
• Contribute to case studies and industry collateral

Key requirements

• 10+ years’ SaaS implementation experience for private equity funds, i-banks, or Fortune 500
• Experience in infrastructure investments, private equity diligence, fund management, or process consulting
• Proven change management leadership across large enterprises (50+ people, multi-region)
• 3+ years’ experience managing cross-functional, multi-regional teams
• Strong ability to communicate from C-level to entry-level staff
• Excellent interpersonal skills for client relationship management
• Analytical with strong problem-solving skills; detail-oriented and process-efficient
• Experience with Business Intelligence dashboards and data modeling preferred
• Experience delivering corporate training, POCs, and promoting software adoption preferred

• strong communication across levels
• relationship management
• analytical mindset
• BI dashboarding
• data modeling
• SaaS deployment experience

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