Remote Otter LogoRemoteOtter

Head of Professional Services - Remote

Posted 10 weeks ago
Sales / Business
Full Time
Argentina

Overview

Finalis is building the largest investment banking platform in the world, enabling the securities brokerage landscape to operate legally and compliantly.

In Short

  • Manage global core services teams to ensure high-quality support for platform users.
  • Define strategy, hire, and enable teams of A-players.
  • Implement new processes and educate users on platform changes.
  • Lead and develop Customer Support, Professional Services, and Fulfillment teams.
  • Prepare and review performance metrics and provide recommendations.
  • Collaborate with management to focus on company success.
  • Manage plans, goals, and objectives for multiple clients globally.
  • Ensure service delivery processes are effective and efficient.
  • Provide a delightful user experience and feedback to product teams.
  • Own the process for resolving client issues and maintain high-quality work.

Requirements

  • 7 - 10+ years in a delivery of professional services leadership role.
  • Experience in hiring and scaling delivery teams.
  • Strong understanding of SaaS products and service delivery.
  • Excellent communication skills in English.
  • Ability to manage multiple priorities and deadlines.
  • Proven leadership and problem-solving skills.
  • Experience with Google Workspace.
  • Strong organizational skills and attention to detail.
  • Ability to handle confidential information.
  • Proactive attitude and ownership of tasks.

Benefits

  • 100% Remote work.
  • Competitive USD salary.
  • USD $20 per month for Internet expenses.
  • Paid time off (Vacation and Flex Days).
  • Professional Growth Opportunities.
  • Buddy Program.
  • Virtual After-Office Activities.
  • Diverse Culture & Inclusive environment.
Finalis logo

Finalis

Finalis is a rapidly growing startup founded in 2020, dedicated to building the largest investment banking platform in the world. Based in San Francisco and New York City, Finalis operates as a fully-remote company, providing a comprehensive platform that enables securities brokers to navigate the complexities of regulatory compliance and deal management. The firm offers a white-labeled solution that supports various private market transactions, including mergers and acquisitions, capital raising, and private placements. With a mission to empower dealmakers, Finalis fosters a collaborative environment that encourages innovation and proactive problem-solving, all while promoting a diverse and inclusive workplace.

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