At a Glance
- Tasks: Lead global Professional Services teams and ensure client success through effective onboarding.
- Company: Join State Street, a leader in financial services and investment management.
- Benefits: Enjoy competitive pay, flexible work options, and comprehensive benefits.
- Other info: Diverse and inclusive workplace with opportunities for personal and professional growth.
- Why this job: Make a real impact in the financial sector while working with cutting-edge technology.
- Qualifications: 10+ years in SaaS solutions, strong leadership, and excellent communication skills required.
The predicted salary is between 120000 - 150000 £ per year.
As part of the Professional Services organization within CRPM (Charles River Private Markets), the primary goal of the Global PS Director will be ensuring successful Professional Services (“PS”) to meet customer requirements while promoting customer adoption and providing a channel for the sale of other company Software and Services. This role is extremely critical as it takes the handoff of a client from a finalized Sales contract to ensuring that customer is effectively on-boarded (a consulting engagement that could last several months). As the senior hire on this team overseeing all regions, this person has the unique opportunity to also support business development efforts heavily throughout the sales process and will be the lead in definition of PS scope and PS team assignment / development. As such, the role is equal parts Sales, Client Management, and Operations, and it works closely with every area within the company while gaining a deep understanding of all areas of the business. The Global PS Director will be the key interface to customer success and have consistent exposure to large private markets funds and multi-national companies. The key to this role is delivery – the Global PS Director will lead the execution to deliver to client goals while being a trusted advisor to the client. It is expected this role will oversee all Professional Services work within the region while also supporting business development efforts to scope and close new clients.
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 Professional Services teams within the regions (assign and monitor PS team progress on each client). Forecast global PS work and maintain staffing plans to facilitate planned work. Hire staff; ensure proper training, motivation, 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 process and staff adhere to policies and procedures. Maintain oversight of Data Management Services (DMS) and determine appropriate scale and hiring plan.
- Business Development: Support sales teams in new client discovery. Lead scoping and Professional Services 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 areas for other Software or Services within current customers through ICS engagements. Support proof-of-concepts or demos during 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 solution to private equity funds, i-banks, or Fortune 500.
- 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 equally 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 ways to improve performance.
- Experience working 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 fast-paced, changing environment.
Global Head of Professional Services - (CRPM), Charles River Development, Managing Director in London employer: State Street
State Street is an exceptional employer, offering a dynamic work environment in the heart of the UK financial sector. With a strong commitment to employee development, inclusive culture, and flexible work-life balance, we empower our team members to thrive while contributing to meaningful governance initiatives. Join us to be part of a collaborative team that values your insights and fosters your professional growth.
StudySmarter Expert Advice🤫
We think this is how you could land Global Head of Professional Services - (CRPM), Charles River Development, Managing Director in London
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We think you need these skills to ace Global Head of Professional Services - (CRPM), Charles River Development, Managing Director in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to State Street.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on State Street's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at State Street
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with State Street.
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✨Network with Industry Professionals
Before your interview, reach out to current or former State Street employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
