Managing Director – Managed Services, SaaS & Technology

Baker Tilly US

. Develop and execute the strategic vision for Baker Tilly's Managed Services offerings within the Technology and SaaS sectors .

Posted 11/10/2026full-timeSan Francisco • California • United StatesLead💰 $182,150 - $345,350 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in developing and executing strategic visions for Managed Services within Technology and SaaS sectors, with a strong focus on client relationship management, financial operations, and scalable service delivery models. Proven ability to lead teams, drive practice growth, and optimize finance and accounting functions for technology-driven organizations.

Highest-signal resume keywords

Managed Services Practice LeadershipFinance And Accounting Outsourcing (FAO)Business Process Outsourcing (BPO)Client Relationship DevelopmentSaaS Financial Metrics Understanding

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ReportingControllershipRevenue RecognitionBilling And CollectionsFinancial Planning SupportRecurring Revenue StreamsSubscription-Based Business ModelsService Delivery ModelsAutomationAI-Enabled Solutions

Soft Skills

LeadershipMentoringCollaborationStrategic ThinkingClient Advisory

Tools & Technologies

Technology PlatformsStandardized ProcessesAutomation ToolsOnshore And Offshore Resources

Certifications & Qualifications

CPAMBA

Industry Keywords

Technology SectorSaaS SectorPrivate EquityVenture CapitalMarket Expansion

About the role

Key responsibilities & impact

Develop and execute the strategic vision for Baker Tilly's Managed Services offerings within the Technology and SaaS sectors
Drive practice growth, market expansion, profitability, client relationships, and service delivery excellence
Build and expand differentiated managed services solutions for Technology and SaaS companies
Identify new market opportunities, originate strategic client relationships, lead complex pursuits, and expand recurring managed services revenue
Serve as a trusted advisor to founders, CEOs, CFOs, COOs, private equity sponsors, and other senior executives
Lead finance and accounting outsourcing, controllership, financial reporting, business process outsourcing, and related managed services offerings
Partner with Technology industry leadership, Managed Services, Advisory, Tax, Transaction Services, Technology Consulting, and other firm capabilities
Develop scalable service delivery models using standardized processes, automation, AI-enabled solutions, technology platforms, and onshore and offshore resources
Provide executive oversight of strategic client engagements, including client satisfaction, delivery standards, profitability, risk management, and relationship development
Help clients optimize finance and accounting functions, improve financial visibility, strengthen internal processes, and build scalable operating models
Build relationships with founders, investors, venture capital firms, private equity sponsors, technology executives, strategic partners, and centers of influence
Develop go-to-market strategies, thought leadership initiatives, industry partnerships, and market-facing activities
Recruit, mentor, and develop professionals and practice leaders
Collaborate with regional and national leadership to align strategy, investments, capabilities, and operational objectives

Requirements

What you’ll need

Bachelor's degree in Accounting, Finance, Business Administration, or a related field
Significant progressive leadership experience within managed services, finance and accounting outsourcing (FAO), business process outsourcing (BPO), accounting, consulting, or related professional services organizations
Demonstrated success leading, building, or scaling a managed services practice, business unit, or significant client portfolio serving Technology, Software, or SaaS organizations
Proven track record of originating new business, developing executive-level client relationships, expanding existing accounts, and driving sustainable revenue and profitability growth
Meaningful experience serving Technology and SaaS companies, with a strong understanding of subscription-based business models, recurring revenue streams, financial operations, and the challenges associated with scaling technology businesses
Strong knowledge of outsourced finance and accounting operations, including controllership, financial close, financial reporting, revenue recognition, billing and collections, financial planning support, and recurring managed services delivery models
Understanding of SaaS financial and operating metrics, including Annual Recurring Revenue (ARR), Monthly Recurring Revenue (MRR), customer acquisition cost (CAC), customer lifetime value (LTV), net revenue retention (NRR), churn, and other performance indicators used by Technology and SaaS organizations
CPA, MBA, or other relevant professional credentials preferred