Senior Level Professional Services Manager Jobs
Senior level professional services manager jobs place experienced professionals in charge of client delivery, engagement outcomes, and the teams or projects that execute complex work at scale. Hiring is concentrated in Technology & Software, Banking & Financial Services, and Consulting & Professional Services, with 50% of openings offering remote or hybrid flexibility, and employers like Databricks, JFrog, and CDK Global hiring at this level now.
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Account Executive, Financial and Professional Services
Company: Taazaa
Location: Remote (Ohio and Midwest; travel to client sites required)
Employment Type: Full-time
Reports To: Chief Revenue Officer
A Senior Account Executive title and quota are available for candidates who bring an established firm-level book of business.
About the Role
You have closed the books, run a fund reporting cycle, or led engagements at an accounting or advisory firm. You understand the challenges of month-end closing, reconciliations, reporting, and manual finance operations. Taazaa is looking for an experienced sales professional with a strong accounting or financial services background to help regional accounting and advisory firms, fund managers, lenders, credit unions, and community banks modernize their finance operations. This is a sales-focused role. You will own the financial and professional services book from the first conversation through the signed statement of work and remain closely involved with the account during its first year.
What You Will Do
- Own a $2M first-year collected-revenue quota ($3M for Senior Account Executive) across mid-market firms with $50M–$500M in revenue.
- Lead discovery conversations with managing partners, CFOs, controllers, and fund operations leaders.
- Identify manual finance processes and develop solutions that deliver measurable business value.
- Sell Taazaa's finance solutions, including AI-assisted close, reporting and reconciliation, fund and asset reporting platforms, invoice and document processing, and private AI solutions.
- Build and manage your own pipeline through professional networks, accounting firms, credit unions, banks, fund managers, and existing partnerships.
- Develop proposals that demonstrate measurable improvements in closing timelines, reconciliation hours, reporting cycles, and audit outcomes.
- Lead conversations around SOC 1 and SOC 2 compliance, data handling, and client confidentiality.
- Coordinate with delivery teams after closing deals and remain the client's point of contact for the first 12 months.
- Maintain accurate opportunity and pipeline information in HubSpot.
What You Bring
- 12+ years of experience in accounting, FP&A, fund operations, or a regional accounting or advisory firm.
- CPA certification or previous Controller experience preferred.
- Experience managing month-end close, fund reporting cycles, or audit engagements.
- Understanding of trial balances and financial operations.
- Experience purchasing or implementing finance systems such as ERP, fund administration, close management, or client accounting software.
- Ability to engage confidently with managing partners and CFOs.
- Established professional network across Ohio and the Midwest, particularly accounting firms, credit unions, banks, or fund managers.
- Ability to independently build a sales pipeline and manage outbound prospecting.
Nice to Have:
- Experience with a finance software vendor or client accounting services practice.
- Previous quota-carrying sales experience.
- Lending or fund administration experience.
First 90 Days
Days 1–30
- Learn Taazaa's solutions, fund platform reference accounts, and delivery model.
- Take over existing opportunities.
- Complete ten initial prospect conversations.
Days 31–60
- Complete five accounting firm conversations and five finance operations conversations.
- Develop the finance offer page.
- Propose two paid discovery engagements.
- Prepare one reference call for the vertical.
Days 61–90
- Close the first statement of work.
- Start developing one case study.
- Prepare 12-month account plans for each open opportunity.
Compensation
Account Executive
- Base Salary: $100,000
- Target Incentive: $150,000+
- On-Target Earnings: $250,000+
Senior Account Executive
- Base Salary: $125,000
- Target Incentive: $110,000
- On-Target Earnings: $235,000
Additional compensation details:
- Uncapped commission.
- Commission paid monthly in arrears on collected revenue.
- Accelerators for performance above quota.
- Full commission rate on all statements of work for 12 months from a new logo's first signed engagement, followed by a step-down.
Benefits
- Health, dental, and vision insurance.
- 401(k).
- Paid time off.
- Home office and business travel expenses.
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Top Industries Hiring
- Technology & Software15
- Banking & Financial Services2
- Consulting & Professional Services2
- Cybersecurity1
- Non-Profit & Social Services1
Senior Level Professional Services Manager Jobs: Frequently Asked Questions
How do I get a senior level professional services manager job?
Employers hiring at the senior level look for candidates who have owned end-to-end client engagements, led delivery teams, and can demonstrate measurable outcomes across complex projects. What gives candidates an edge is a clear record of expanding client relationships, mentoring junior staff, and operating independently on high-stakes accounts. Tailoring your application to show scope and ownership, not just task completion, is what separates senior candidates from mid-level ones.
Which companies hire senior level professional services managers?
Companies hiring senior level professional services managers right now include Databricks, JFrog, and CDK Global, based on current listings on Migrate Mate as of November 2026. At this level, hiring tends to concentrate among technology vendors, management consulting firms, and enterprise software companies that run structured professional services organizations with large client portfolios.
Are there remote senior level professional services manager jobs?
Yes, though many senior roles still require client-facing presence or on-site collaboration. About 50% of senior level professional services manager openings are remote or hybrid as of November 2026, reflecting strong demand for experienced managers who can lead distributed delivery teams and maintain client relationships without being anchored to a single office.
What makes a professional services manager role senior level?
Senior level roles are defined by ownership and scope, not just experience. Responsibilities shift from executing within defined parameters to setting delivery strategy, managing P&L or resource allocation for an engagement portfolio, and mentoring earlier-career team members. Senior professionals are expected to handle escalations independently, shape how the team operates, and serve as the primary point of accountability for client outcomes.
Which industries hire the most senior level professional services managers?
Senior level professional services manager roles concentrate in Technology & Software, Banking & Financial Services, and Consulting & Professional Services, based on current listings on Migrate Mate as of November 2026. These sectors drive demand because they rely on structured implementation, onboarding, or advisory services delivered to enterprise clients, where experienced managers are essential to protecting revenue and retention at scale.