VP, Professional Services
About The Position
The Vice President of Professional Services will be responsible for building and scaling a new department within Optimal Blue responsible for client implementations, migrations, integrations, and tailored solution delivery. This leader will define and operationalize the Professional Services strategy, establish repeatable methodologies, and build a high-performing team that drives client outcomes, profitable growth, and durable adoption across Optimal Blue’s product lines. The ideal candidate brings deep experience in SaaS Professional Services delivery and client onboarding, a passion for operational excellence, and the ability to connect strategy with execution. Success in this role will be measured by faster time-to-value, predictable go-lives, strong Professional Services economics, and tighter client feedback loops into Product and Client Success. Targeted compensation for this position is $150k base with OTE approximately $210k per year.
Requirements
- Bachelor’s degree in business, engineering, information systems or related field or an equivalent combination of education, training and work experience.
- 5+ years’ experience in Professional Services, Implementation or Customer Success
- Proven success in building and/or scaling a Professional Services function required.
- Experience leading and/or mentoring Professional Service, Implementation and/or Customer success or similar teams.
- Strong understanding of SaaS delivery models, enterprise client onboarding, and change management.
- Experience with tools like Salesforce, ServiceNow, Click Up, Teamwork or similar platforms.
Nice To Haves
- Experience with mortgage lenders or financial technology solutions is highly desirable.
Responsibilities
- Customized Client Solutions Lead and oversee delivery of custom client solutions, including integrations, migrations, and tailored product enhancements.
- Lead intake and delivery of custom client requests, ensuring clear scoping, resource planning, and alignment with product strategy.
- Partner with Product and Engineering to triage requests that require core development.
- Implementation Leadership Manage teams responsible for end-to-end client implementations and onboarding across multiple product lines.
- Develop scalable, repeatable delivery frameworks and playbooks driving consistency and building on economies of scale.
- Ensure projects are delivered on time, within scope, and exceed client expectations.
- Team Leadership & Development Provide strategic direction and leadership to the Professional Services Team.
- Manage and develop a high-performing team of client-facing consultants, project managers, and technical specialists.
- Foster a culture of accountability, continuous improvement, and client-centricity.
- Develop succession plans and foster a performance-driven culture.
- Establish KPIs for delivery performance, utilization, and client satisfaction.
- Operational Excellence Implement PSA tools and delivery dashboards for visibility into backlog, utilization, and forecast accuracy.
- Own departmental P&L, including margin optimization and resource allocation.
- Client Engagement Serve as the sponsor for key client implementations when needed and as a strategic advisor to clients during onboarding and implementation.
- Collaborate cross-functionally with Sales, Product, Engineering, Client Delivery, and Client Success to ensure seamless client transitions, feedback loops, and expansion opportunities.
- Act as a partner in pre-sales scoping and solution design.
- Monitor client satisfaction and drive continuous improvement based on feedback.
- Support expansion and cross-sell opportunities through trusted relationships.
Benefits
- Full time employees will also be eligible for enrollment in a wide range of choices of benefits , including medical, dental, vision, basic life insurance, short/long term disability, 401(k) participation (with company match).
- The Company provides a minimum of 10 days of vacation for new employees , sick time based on state requirements, 8 Company-paid holidays and 2 personal holidays per year.
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What This Job Offers
Job Type
Full-time
Career Level
Executive
