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Director of Professional Services
Ionic Partners. Own P&L and book-of-business performance for a $3–5M portfolio of client engagements .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong leadership in managing a $3–5M portfolio of client engagements, with expertise in ERP/SaaS implementation, financial acumen in budgeting and forecasting, and a proven track record in client relationship management. Capable of driving process improvements and ensuring delivery quality while maintaining healthy profit margins.
Highest-signal resume keywords
P&L ManagementERP/SaaS ImplementationClient Relationship ManagementFinancial AcumenLeadership Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
BudgetingRevenue ForecastingCost ManagementProject ManagementRisk MitigationDelivery Lifecycle Process ImprovementsTechnical DepthSprint PlanningPortfolio ManagementProfit Margin Maintenance
Soft Skills
Team DevelopmentMotivationCollaborationCustomer EngagementEscalation Management
Industry Keywords
Professional ServicesSoftware IndustryTechnology IndustryBusiness AdministrationInformation Technology
Tech Stack
Tools & technologiesERP
About the role
Key responsibilities & impact- Own P&L and book-of-business performance for a $3–5M portfolio of client engagements
- Drive budgeting, revenue forecasting, and cost management to maintain healthy profit margins
- Oversee delivery quality and outcomes across ERP/SaaS implementation projects
- Lead, develop, and motivate consultants, business analysts, and project managers
- Serve as senior escalation and relationship point for key customers
- Allocate and balance team resources across active engagements
- Identify delivery and financial risks and implement mitigation plans
- Partner with Sales on scoping, pricing, and positioning new engagements
- Drive delivery lifecycle process improvements
- Participate in finalizing roadmaps and prioritizing tickets
- Engage directly with customers to understand needs and ensure positive experiences
- Collaborate with Sales, Engineering, Product, Customer Success, and Support
Requirements
What you’ll need- Bachelor's degree in Business Administration, Computer Science, Information Technology, or a related discipline
- 10–15 years of progressive experience in professional services, project management, or similar roles within the software or technology industry
- Minimum 3–5 years of leadership or management experience, preferably as a Senior Manager or Director within a Professional Services organization
- Experience overseeing a portfolio of projects and managing P&L and a book of business with revenues up to $3–5M
- Demonstrated success achieving and maintaining a healthy profit margin within Professional Services
- Proven track record turning loss positions into profitable businesses
- Hands-on leadership of ERP/SaaS implementation delivery, including directly owning escalations
- Demonstrated technical depth and experience partnering with Product and Engineering on scope, priorities, root cause, and sprint planning
- Track record delivering ERP/SaaS implementations on time-boxed cycles under 6 months across concurrent projects
- Client relationship management experience with key stakeholders and customer success
- Financial acumen in budgeting, revenue forecasting, and cost management
- Based in Canada and legally eligible to work in Canada
- Available to travel approximately 15–20% to meet clients in person
- Available to work hours overlapping with EST, CST, or PST
Benefits
Comp & perks- 100% remote and global work arrangement
- Flexible work hours and asynchronous work
- Consistent and meaningful feedback
- Support in achieving personal career goals
- Access to leading-edge tools, playbooks, and technology
- Introductions to thought leaders
- Webinars on cutting-edge technology topics
- Home office setup stipend
- Coffee chats, happy hours, cooking classes, book clubs, and more