Managing Director – Managed Services, SaaS & Technology

Baker Tilly•San Jose, CA

1d•$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 senior leadership role is accountable for expanding the firm’s presence in the Technology sector, developing scalable and differentiated services, driving business opportunities, and building long-term client relationships that deliver measurable value. The Managing Director will work closely with Managed Services leadership, Technology industry leaders, client service teams, finance and accounting professionals, technology and operations teams, AI enablement, offshore delivery teams, and growth leaders. The role will establish 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. The role calls for deep knowledge of SaaS business models, strong commercial and business development capabilities, finance and accounting outsourcing expertise, and success 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, business process outsourcing, accounting, consulting, or a related professional services organization.
Demonstrated success leading, building, or scaling a managed services practice, business unit, or significant client portfolio serving Technology, Software, or SaaS organizations.
Proven track record of originating new business, developing executive-level client relationships, expanding existing accounts, and driving 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.

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.
Build and expand managed services solutions tailored to the financial, operational, and business needs of Technology and SaaS organizations.
Identify market opportunities, originate strategic client relationships, lead complex pursuits, and grow recurring managed services revenue.
Advise founders, CEOs, CFOs, COOs, private equity sponsors, and other senior executives on financial complexity, operational scalability, resource constraints, and evolving business requirements.
Develop and expand finance and accounting outsourcing, controllership, financial reporting, business process outsourcing, and related managed services.
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 delivery models using standardized processes, automation, AI-enabled solutions, technology platforms, and onshore and offshore resources.
Provide executive oversight of strategic client engagements, supporting client satisfaction, consistent delivery, engagement profitability, risk management, and long-term relationships.
Identify opportunities to help clients optimize finance and accounting functions, improve financial visibility, strengthen internal processes, and build scalable operating models.
Build relationships across the Technology and SaaS ecosystem, including founders, investors, venture capital firms, private equity sponsors, technology executives, and strategic partners.
Develop and lead go-to-market strategies, thought leadership, industry partnerships, and market-facing activities.
Recruit, mentor, and develop professionals and practice leaders while 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 firm’s Managed Services growth agenda.