Baker Tilly US US | Managing Director – Managed Services, SaaS & Technology

Key responsibilities and leadership expectations

• Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
• This executive leadership role will be responsible for expanding Baker Tilly's presence within the Technology sector, developing scalable and differentiated managed services solutions, driving new business opportunities, and building long-term client relationships that deliver measurable business value.
• The ideal candidate combines deep knowledge of SaaS business models, strong commercial and business development capabilities, finance and accounting outsourcing expertise, and demonstrated success leading and growing a professional services or managed services practice.
• Drive business development by identifying new market opportunities, originating strategic client relationships, leading complex pursuits, and expanding recurring managed services revenue across the Technology ecosystem.
• Provide executive oversight of strategic client engagements, ensuring strong client satisfaction, consistent delivery standards, engagement profitability, effective risk management, and long-term relationship development.
• Build and maintain relationships across the Technology and SaaS ecosystem, including founders, investors, venture capital firms, private equity sponsors, technology executives, strategic partners, and other centers of influence.
• Collaborate with regional and national leadership to align industry strategy, investment priorities, service capabilities, and operational objectives with Baker Tilly's broader Managed Services growth agenda.
• Develop and execute the strategic vision for Baker Tilly's Managed Services offerings within the Technology and SaaS sectors, with accountability for practice growth, market expansion, profitability, client relationships, and service delivery excellence.
• Build and expand differentiated 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.
• Serve as a trusted advisor to founders, CEOs, CFOs, COOs, private equity sponsors, and other senior executives, helping organizations address 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 offerings that support the full lifecycle of Technology and SaaS organizations.
• Partner with Technology industry leadership, Managed Services, Advisory, Tax, Transaction Services, Technology Consulting, and other firm capabilities to deliver integrated solutions and identify opportunities to expand client relationships.
• Develop scalable, repeatable service delivery models that leverage standardized processes, automation, AI-enabled solutions, technology platforms, and onshore and offshore resources to improve efficiency, quality, and client outcomes.
• Identify opportunities to help Technology and SaaS clients optimize finance and accounting functions, improve financial visibility, strengthen internal processes, and build scalable operating models that support growth and transformation.
• Develop and lead go-to-market strategies, thought leadership initiatives, industry partnerships, and market-facing activities that strengthen Baker Tilly's position as a leading Managed Services provider to Technology and SaaS companies.

Requirements

• Bachelor's degree in Accounting, Finance, Business Administration, or a related field; CPA, MBA, or other relevant professional credentials preferred.
• Significant progressive leadership experience within 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 track record of originating new business, developing executive-level client relationships, expanding existing accounts, and driving sustainable revenue and profitability growth.
• 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 key SaaS financial and operating metrics, including Annual Recurring Revenue (ARR), Monthly Recurring Revenue (MRR), customer acquisition cost (CAC), customer lifetime value (LTV), net revenue retention (NRR), churn, and other performance indicators used by Technology and SaaS organizations.

Baker Tilly US, LLP

The firm's roots in the United States go back to 1931, when it began as Virchow, Krause & Company, and the current partnership was organised in 1953. It joined Baker Tilly International in 1999 and took the Baker Tilly name in 2009. It has since grown through mergers with ParenteBeard in 2014 and Squar Milner in 2020, among others. Baker Tilly provides audit and assurance, tax, and advisory services, with a CPA firm handling attest work and a separate advisory group handling tax and consulting.

• Industry: Accounting, tax, assurance and advisory services, including managed accounting services
• Headquarters: Chicago, Illinois, United States (U.S. member firm of Baker Tilly International)