Director, Professional Services

Vista Equity Partners Management, LLC; United States; Remote; USD 80,000 - 150,000; Full time

Job summary

Join an established and growing technology company as the Director of Professional Services, where you'll lead a dynamic team and optimize operations for a cutting-edge program. This role is pivotal in driving success through collaboration and strategic initiatives. You'll engage with cross-functional teams, manage complex projects, and enhance processes for maximum efficiency. With a focus on diversity and inclusion, this company values its employees and their contributions, offering a supportive environment for professional growth. If you're a strategic thinker with a passion for leadership, this opportunity is perfect for you.

Benefits

Health Benefits

401(k) Plan

Unlimited PTO

Paid Parental Leave

Rewards and Recognition Program

Volunteering Days

Employee Resource Groups

Qualifications

• 10+ years of experience in professional services or related fields.
• Strong communicator with the ability to influence and drive action.
• Proven experience with software implementation projects.

Responsibilities

• Lead program monitoring to ensure customer and business goals are met.
• Oversee scalable initiatives while maintaining high quality and efficiency.
• Build project timelines and manage meetings and deliverables.

Skills

Leadership

Project Management

Analytical Skills

Communication

Process Improvement

Customer Service Orientation

Education

Bachelor's Degree

10 years of related work experience

Tools

Project Management Tools

Job description

As the Director of Professional Services, you will lead a program focused on developing processes, executing strategies, and optimizing the Operations function. Your role will be crucial in ensuring the effectiveness and successful adoption of the PlanSource program. You will coordinate with stakeholders across PlanSource, design enterprise customer and partner strategies, and support team members in driving overall program optimization.

In addition, your responsibilities will include:

1. Program Monitoring: Ensure customer and business goals are met regarding metrics, outcomes, and efficiency.
2. Corporate Objectives: Contribute to overall corporate goals.
3. Scalable Initiatives: Oversee initiatives to ensure they meet scalable requirements, accommodating unique company needs while maintaining high quality and efficiency for PlanSource customers.
4. Cross-Functional Leadership: Lead discussions and projects to align on strategic or tactical program requirements.
5. Process Optimization: Transform complex business processes into systematic and efficient workflows.
6. Issue Resolution: Resolve complex issues, manage competing priorities with diplomacy and flexibility, and maintain attention to timelines and expected results.
7. Consensus Building: Build consensus on key initiatives across multiple departments by working effectively with multi-disciplined teams.
8. Relationship Management: Establish productive relationships with cross-functional contacts and coordinate the introduction of new internal or external contacts within PlanSource.
9. Project Management: Build project timelines, manage meetings and deliverables, prepare agendas, document meeting notes, and track issues using various project management tools.
10. Information Coordination: Collect and communicate information with appropriate departments within PlanSource, our customers, and third-party vendors.
11. Cross-Functional Collaboration: Work with Product, Go to Market, and Customer Success teams to secure resources, ensure collaboration, and inform strategy development for the PlanSource program.
12. Reporting: Provide updates to external and internal teams or management.
13. SOP Maintenance: Contribute to and maintain Standard Operating Procedures (SOPs) and other processes in accordance with the program.
14. Training: Complete job-related training courses and seminars as required.
15. Additional Duties: Perform other duties as deemed necessary by management.

This role requires a strategic thinker with strong leadership skills, capable of driving program success through effective collaboration and process optimization.

Responsibilities

• Great benefits package, including a full suite of health benefits, a generous 401(k) Plan, unlimited PTO, paid parental leave, a strong rewards and recognition program, and a focus on mental health and well-being.
• An inclusive environment with Employee Resource Groups to join, volunteering days and the ability to donate to organizations of your choice through our recognition platform.
• The opportunity to work for a growing, established technology company, but work side-by-side with a small, dynamic team of talented professionals.
• Fast-paced environment with big goals and the opportunity to make a big impact.

Top five reasons to come to PlanSource:

#5: Join the Vista Family. In March 2019, Vista Equity Partners acquired PlanSource, marking a new phase of growth. Vista’s portfolio of technology and software companies collectively make up the 4th largest software ecosystem in the world.

#4: PlanSource is highly rated with our customers. Be proud of our sophisticated cloud-based technology that meets the needs of even the most complex benefit programs.

#3: Success is rewarded. With more than just a pat on the back, your success is recognized and rewarded. We take care of our employees in every way we can, with comprehensive benefits, employee recognitions, and a commitment to wellbeing.

#2: You can grow and develop professionally. PlanSource has a great track record of internal promotions within the company and offering development plans and tracks to pursue your personal and professional goals.

#1: Share our values. Be part of a team that values diversity and representation in all levels of the organization. Be part of a team that gives back to local communities and is actively aware of their social and environmental impact.

PlanSource is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. Our employees are the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation and company’s achievement as well.

We celebrate and support our employees’ diversity in age, color, disability, ethnicity, cultural beliefs, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status and other characteristics that make our employees unique.

NOTE: We will consider a remote employee for approved cities PlanSource can accommodate.

If you’re selected, you’ll receive your offer and be asked to complete a background check. This will include a drug screen, criminal record search and verification of previous employment and/or education.

REF 4716 / HCM, Director Professional Services

Qualifications

• 10 years of experience of related work experience.
• Experience working directly for or with insurance carriers and also insurance brokers is also highly relevant.
• Demonstrated ability in driving performance, consistently producing superior results, cultivating ownership while enforcing company policies.
• Strong communicator with the ability to influence drive action. A collaborative management style and a strong customer service orientation.
• Demonstrated analytical and quantitative skills; ability to use hard data and metrics to back up assumptions and concepts.
• Solution oriented and creative thinking skills to evaluate problem and to drive win-win outcomes.
• Ability to juggle multiple priorities and make things happen in a fast-paced, dynamic environment.
• Relentless focus on process improvement and execution.
• Excellent interpersonal and customer management skills.
• This position requires superior management skills and a history of successfully managing large, distributed organizations.
• Excellent written and verbal communication skills and presentation skills strong project management skills with the ability to coordinate manage and ensure the success of PlanSource projects.
• Proven experience with software implementation projects and methodologies
• Services and practice management business development experience.
• Passion for creating wildly successful customers and driving success via open enrollment.