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Head of Professional Services

Experience: 8+ years | Location: Chicago, IL

We are looking for a seasoned consulting leader to join our continued growth journey as Head of Professional Services in our global Go-To- Market team, based from our Chicago, IL office. 

This is a pivotal role within our management team, and a rare opportunity to lay the foundations of a leading consulting practice. Working closely with the product and client success functions, you will manage a team of consultants and technical delivery staff to create customized functionality and bespoke integrations for our clients. With accountability from scoping to release and ultimately profitable delivery, your performance will be measured through client satisfaction, financial performance and on-plan delivery.

Your dedication to quality will be matched by your history of extracting the best from a consulting team with high resource utilization rates in a fast-paced, high intensity environment.  

Reporting directly to a founder, this is an opportunity to demonstrate your expertise in people leadership and client management.

  • Create a culture of over performance through team development
  • Formulate and execute a strategy to optimize resource utilization
  • Engage with senior stakeholders – Board, Founders, Senior Leaders and Investors
  • Produce performance reporting (actual & forecast)
  • Manage budgets, HR processes and team development
  • Ensure adherence to company policies across the team
  • Provide inspirational leadership and engage ‘hands-on’ where required 
  • Assist the CCO with company-wide strategy development
  • Work closely with the client success team to manage client satisfaction
  • Ensure requests for new functionality are assessed for product fit prior to customization
  • Travel for in-person meetings with customers to develop key relationships
  • 8+ years running a high performing consulting team in a technology environment
  • Proven history of on-target delivery following robust project management disciplines
  • Successful experience monitoring and evaluating staff against stated expectations
  • Smart, ambitious and motivated self-starter that doesn’t take themselves too seriously
  • Strong team spirit and able to work effectively in collaboration with others
  • Strong leadership skills; able to lead, develop and manage a team of people in a high-intensity environment
  • Keen strategic and commercial instincts and able to actively contribute to the company strategy
  • Excellent communication and negotiation skills and willingness to have ‘tough discussions’
  • Strong understanding of the broader financial services market and, with experience in wealth management/financial planning firms highly regarded
  • Experience consulting on the use of the Salesforce platform highly regarded
  • Willingness to travel domestically and internationally as required
  • Health Insurance Benefits
  • Dental Benefits
  • Vision Benefits
  • Flexible Spending Account (FSA) or Healthcare Savings Account (HSA)
  • Disability Insurance
  • Life Insurance
  • Generous PTO including vacation, sick, and personal days
  • Family Medical Leave (FMLA)
  • Flexible Work Schedule
  • Paid Holidays
  • Laid-back office, casual attire
  • Modern, open office floor plan
  • Monday breakfast & Thursday happy hour
  • Flavored water on tap
  • Cold-brew coffee on tap
  • Office snacks & fruit
  • Company outings
  • On-site gym
  • Job training/conference stipend
  • Commuter Benefits

This is a permanent full-time position. It is offered under a common-law employment agreement with the accompanying employee protections.

The remuneration associated with the role will be individually negotiated with the successful applicant and will be based on experience and fit for the role. 

Practifi’s success as a business management platform depends on a strong commitment to diversity, equity, and inclusion. As an equal opportunity employer, we welcome applicants from all backgrounds. Women, people of color, members of the LGBTQ+ community, individuals with disabilities, and veterans are strongly enouraged to apply. 

Interested in the role? Apply today!

Send your resume and cover letter to We’ll be in touch if your profile is a good fit for the role.