Managing Director, Tech & SaaS Managed Services

Baker Tilly; San Francisco (CA); On-site; USD 182,000 - 345,000; Full time

Job summary

Baker Tilly is seeking a Managing Director to lead the strategy, growth, and delivery of its Managed Services offerings for Technology and Software-as-a-Service (SaaS) companies.

This executive leadership role will be responsible for expanding Baker Tilly's presence within the Technology sector, developing scalable and differentiated managed services solutions, driving new business opportunities, and building long-term client relationships that deliver measurable business value.

Qualifications

• Bachelor's degree in Accounting, Finance, Business Administration, or a related field; CPA, MBA, or other relevant professional credentials preferred.
• Significant progressive leadership experience within managed services, FAO, BPO, accounting, consulting, or related professional services organizations.
• Demonstrated success leading, building, or scaling a managed services practice, business unit, or significant client portfolio serving Technology, Software, or SaaS organizations.
• Meaningful experience serving Technology and SaaS companies, with a strong understanding of subscription-based business models, recurring revenue streams, financial operations, and the challenges associated with scaling technology businesses.

Responsibilities

• Develop and execute the strategic vision for Baker Tilly's Managed Services offerings within the Technology and SaaS sectors, with accountability for practice growth, market expansion, profitability, client relationships, and service delivery excellence.
• Build and expand differentiated managed services solutions tailored to the financial, operational, and business needs of Technology and SaaS companies, including high-growth, venture-backed, private equity-backed, and established software organizations.
• Drive business development by identifying new market opportunities, originating strategic client relationships, leading complex pursuits, and expanding recurring managed services revenue across the Technology ecosystem.
• Serve as a trusted advisor to founders, CEOs, CFOs, COOs, private equity sponsors, and other senior executives, helping organizations address financial complexity, operational scalability, resource constraints, and evolving business requirements.
• Lead the development and expansion of finance and accounting outsourcing, controllership, financial reporting, business process outsourcing, and related managed services offerings that support the full lifecycle of Technology and SaaS organizations.
• Bring an understanding of SaaS financial and operating models, including subscription revenue, recurring revenue metrics, revenue recognition, billing and collections, financial reporting, cash flow management, and operational performance measurement.
• Partner with Technology industry leadership, Managed Services, Advisory, Tax, Transaction Services, Technology Consulting, and other firm capabilities to deliver integrated solutions and identify opportunities to expand client relationships.
• Develop scalable, repeatable service delivery models that leverage standardized processes, automation, AI-enabled solutions, technology platforms, and onshore and offshore resources to improve efficiency, quality, and client outcomes.
• Provide executive oversight of strategic client engagements, ensuring strong client satisfaction, consistent delivery standards, engagement profitability, effective risk management, and long-term relationship development.
• Identify opportunities to help Technology and SaaS clients optimize finance and accounting functions, improve financial visibility, strengthen internal processes, and build scalable operating models that support growth and transformation.
• Build and maintain relationships across the Technology and SaaS ecosystem, including founders, investors, venture capital firms, private equity sponsors, technology executives, strategic partners, and other centers of influence.
• Develop and lead go-to-market strategies, thought leadership initiatives, industry partnerships, and market-facing activities that strengthen Baker Tilly's position as a leading Managed Services provider to Technology and SaaS companies.
• Recruit, mentor, and develop high-performing professionals and practice leaders while fostering a culture of collaboration, accountability, innovation, and continuous improvement.
• Collaborate with regional and national leadership to align industry strategy, investment priorities, service capabilities, and operational objectives with Baker Tilly's broader Managed Services growth agenda.

Education

Bachelor's degree in Accounting, Finance, Business Administration, or a related field

Job description

Baker Tilly is seeking a Managing Director to lead the strategy, growth, and delivery of its Managed Services offerings for Technology and Software-as-a-Service (SaaS) companies.

This executive leadership role will be responsible for expanding Baker Tilly's presence within the Technology sector, developing scalable and differentiated managed services solutions, driving new business opportunities, and building long-term client relationships that deliver measurable business value.