Who We Are Looking For
As part of the Professional Services organization within CRPM (Charles River Private Markets), the Global PS Director ensures successful Professional Services to meet customer requirements while promoting customer adoption and providing a channel for the sale of other company Software and Services. This senior hire oversees all regions, supports business development efforts, and is responsible for defining PS scope and team assignment/development. The role blends Sales, Client Management, and Operations and requires close collaboration across the company. The Global PS Director will be the key interface to customer success, delivering client goals while serving as a trusted advisor.
Why this role is important to us
Our team is part of Charles River Development, a solutions provider within State Street, delivering enterprise investment management software for large institutions. Joining this role means contributing to next‑generation infrastructure and emerging technologies such as AI and blockchain.
What You Will Be Responsible For
- PS Team Ownership
- Own PS teams and program management of Professional Services deployment
- Oversee global portfolio of clients and PS teams within the regions (assign and monitor team progress on each client)
- Forecast global PS work and maintain staffing plans to facilitate planned work
- Hire staff; ensure proper training, motivation, and mentorship
- Achieve PS revenue goals and utilization targets
- Ultimate ownership of client delivery
- Review implementation status and resolve issues
- Work hands‑on with clients as necessary to achieve success toward client outcomes, budget, and timelines
- Maintain utilization target of 20%
- Ensure PS processes and staff adhere to policies and procedures
- Maintain oversight of Data Management Services (DMS) and determine appropriate scale and hiring plan
- Business Development: Sales / Marketing
- Support sales teams in new client discovery and lead scoping and PS definition for prospective clients
- Coordinate with Product Management teams on roadmap, timelines, and client commitments based on direct client feedback and strategic clients
- Be the starting point for new lines of services or adjustments to existing pricing, process, or delivery of existing services
- Identify opportunities for additional Software or Services within current customers through IC engagements
- Support proof‑of‑concepts or demos during the PS process for specific functional groups within new clients to facilitate successful deployments
- Support creation of case studies to publish to industry and Sales as collateral
What We Value
- 10+ years’ experience implementing SaaS solutions for private equity funds, investment banks, or Fortune 500 clients
- Experience in infrastructure investments, private equity diligence, fund management, or process consulting
- Experience leading change‑management efforts across large enterprises (50+ people across regions)
- 3+ years’ experience managing cross‑functional and multi‑regional teams
- Ability to communicate effectively from C‑level to entry‑level employees
- Strong interpersonal skills to manage client relationships
- Analytical with strong problem‑solving skills
- Process efficient with heavy attention to detail
- Ability to proactively seek solutions and improve performance
- Experience with Business Intelligence dashboarding / data modeling highly preferred
- Experience delivering corporate training, proof‑of‑concepts, and promoting software usage preferred
Education & Preferred Qualifications
- Degree in finance or business preferred
- CAIA or CFA designation highly preferred
Additional Requirements
- Ability to travel as required for customer engagements (~30%), including internationally
- Adaptability and desire to work in a fast‑paced, changing environment
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
Global Head of Professional Services - (CRPM), Charles River Development, Managing Director employer: Charles River Development
At Charles River Development, a part of State Street, we pride ourselves on fostering a collaborative and inclusive work culture that empowers our employees to thrive. With competitive benefits, flexible work arrangements, and a strong commitment to professional development, we provide ample opportunities for growth in the rapidly evolving financial services sector. Join us in EMEA, where your contributions will directly impact our innovative solutions and help shape the future of investment management.
