Managing Director – Managed Services, SaaS & Technology

Baker Tilly•San Francisco, CA

21h•$182,150 - $345,350

About The Position

Baker Tilly is seeking a Managing Director to lead the strategy, growth, and delivery of Managed Services offerings for Technology and Software-as-a-Service (SaaS) companies. This executive leadership role is responsible for expanding the firm’s presence in the Technology sector, developing scalable and differentiated managed services solutions, driving new business, and building long-term client relationships that deliver measurable business value. The Managing Director will work closely with Managed Services leadership, Technology industry leaders, client service teams, finance and accounting professionals, technology, operations, AI enablement, offshore delivery teams, and growth leaders. The role will develop a cohesive approach to serving high-growth and established technology companies through outsourced finance and accounting, business process outsourcing, financial operations, technology-enabled solutions, and recurring managed services. This senior leadership role focuses on building and scaling a differentiated Managed Services business within the Technology and SaaS ecosystem. The ideal candidate brings knowledge of SaaS business models, commercial and business development capabilities, finance and accounting outsourcing expertise, and a record of leading and growing a professional services or managed services practice.

Requirements

Bachelor’s degree in Accounting, Finance, Business Administration, or a related field.
Significant progressive leadership experience in managed services, finance and accounting outsourcing (FAO), business process outsourcing (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.
Proven ability to originate new business, develop executive-level client relationships, expand existing accounts, and drive sustainable revenue and profitability growth.
Meaningful experience serving Technology and SaaS companies, with a strong understanding of subscription-based business models, recurring revenue streams, financial operations, and the challenges of scaling technology businesses.
Strong knowledge of outsourced finance and accounting operations, including controllership, financial close, financial reporting, revenue recognition, billing and collections, financial planning support, and recurring managed services delivery models.
Understanding of SaaS financial and operating metrics, including ARR, MRR, CAC, LTV, NRR, churn, and other performance indicators used by Technology and SaaS organizations.

Nice To Haves

CPA, MBA, or other relevant professional credentials.

Responsibilities

Develop and execute the strategic vision for Managed Services offerings in the Technology and SaaS sectors, with accountability for practice growth, market expansion, profitability, client relationships, and service delivery excellence.
Build and expand 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.
Identify market opportunities, originate strategic client relationships, lead complex pursuits, and expand recurring managed services revenue across the Technology ecosystem.
Advise founders, CEOs, CFOs, COOs, private equity sponsors, and other senior executives on 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 for Technology and SaaS organizations.
Partner with Technology industry leadership and teams across Managed Services, Advisory, Tax, Transaction Services, Technology Consulting, and other firm capabilities to deliver integrated solutions and expand client relationships.
Develop scalable, repeatable service delivery models using standardized processes, automation, AI-enabled solutions, technology platforms, and onshore and offshore resources.
Provide executive oversight of strategic client engagements, including client satisfaction, delivery standards, engagement profitability, risk management, and long-term relationship development.
Identify ways to help clients optimize finance and accounting functions, improve financial visibility, strengthen internal processes, and build scalable operating models.
Build and maintain relationships with 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 to strengthen Baker Tilly’s position as a Managed Services provider to Technology and SaaS companies.
Recruit, mentor, and develop professionals and practice leaders, fostering collaboration, accountability, innovation, and continuous improvement.
Collaborate with regional and national leadership to align industry strategy, investment priorities, service capabilities, and operational objectives with the broader Managed Services growth agenda.