Director of Professional Services

Naviant • Verona, WI

9d • Remote

About The Position

Are you ready to lead exceptional customer engagement delivery and advance operational excellence? At Naviant, our mission is to partner with organizations to reimagine how work gets done, combining deep industry expertise, intelligent technology, and a human-centered approach to deliver measurable outcomes. Our vision is simple yet ambitious: Reimagine work through automation, AI, and data, freeing people to focus on what truly matters. We’re looking for a Director of Professional Services who blends strategic leadership with hands-on operational excellence. In this role, you will guide the delivery of customer engagements across time and materials, fixed fee, and managed services models while leading and developing a team of project managers (PMs) and engagement managers (EMs). You will provide oversight, set delivery standards, ensure quality execution, and optimize resource allocation, prioritizing staffing for active projects and supporting effective deal-making for future opportunities.

Requirements

• Engagement Delivery & Quality Oversight
• Leadership & Team Development
• Resource Management & Staffing Strategy
• Operational Standards & Process Optimization
• Customer-Facing Strategic Partnership
• Technology-Enabled Workflow Management
• Must be authorized to work in the U.S. Sponsorship not provided.
• Employees must reside in the U.S.

Responsibilities

• Establish relationships with PMs, EMs, sales, and technical leadership
• Assess the current structure of engagements, including time and materials and managed services projects
• Begin oversight of active engagements to understand project workflows and team capacity
• Review current resource allocation practices and begin shaping a strategy for staffing and sales support
• Participate in Monday.com deployment to manage workflows and track engagement progress
• Standardize operational processes including project intake, quoting, SOW creation, and reporting
• Implement resource management processes to ensure personnel are effectively allocated across engagements
• Provide oversight of PMs and EMs, ensuring high-quality delivery and adherence to standards
• Maintain oversight for both project work and time and materials across engagements
• Partner with sales and technical leaders on staffing priorities and deal structuring
• Serve as the point person for resource management, optimizing staffing across all engagements and ensuring capacity for future opportunities
• Maintain oversight of all engagements, providing guidance and mentorship to PMs rather than running projects directly
• Champion continuous improvement initiatives, operational excellence, and customer satisfaction
• Support organizational growth by refining standards, operational processes, and delivery practices across the business
• Leads delivery of customer engagements by providing strategic direction, ensuring quality and timeliness, and maintaining high customer satisfaction without needing daily involvement in every project.
• Directs, mentors, and supports project managers and engagement managers, establishing clear expectations, driving accountability, and fostering professional growth.
• Serves as the central point of contact for resource allocation, optimizing staffing across active work and potential presales opportunities while balancing managed services and time and materials engagements.
• Establishes and maintains standards for project intake, quoting, SOW creation, reporting, and execution across managed services and ongoing engagements. Leads continuous improvement and operational scalability initiatives.
• Acts as a trusted advisor to customers, addressing needs proactively, supporting solution design and deal structuring, and strengthening long-term customer relationships through exceptional service.
• Uses tools such as Monday.com to structure workflows, improve visibility, streamline work coordination, and support effective tracking across the professional services organization.

Benefits

• Comprehensive Health, Dental, & Vision Insurance
• Employer Paid Disability & Life Coverage
• 401k & Match ProgramGenerous Paid Time Off
• Healthcare and Dependent Care Flex Spending Plans
• Home Office Allowance
• Volunteer Time Off
• Charitable Giving Program
• Lifestyle Spending Account
• Employee Assistance Program, Parent Program, Wellness Initiatives, Virtual Gatherings, Employee Discount Program, Annual In-Person Celebration Week, and so much more…

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Education Level: No Education Listed
• Number of Employees: 51-100 employees