Managing Director – Managed Services, SaaS & Technology Greater San Jose, CA Area + 1 more

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

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Job Description:

Baker Tilly is seeking a Managing Director to lead the strategy, growth, and delivery of its Managed Services offerings for Technology and Software-as-a-Service (SaaS) companies. 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 Managing Director will partner 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 to establish a cohesive strategy for serving Technology and SaaS organizations. This includes identifying opportunities to support high-growth and established technology companies through outsourced finance and accounting, business process outsourcing, financial operations, technology-enabled solutions, and recurring managed services relationships.

This is a senior leadership role focused on building and scaling a differentiated Managed Services business within the Technology and SaaS ecosystem. 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.

Key Responsibilities and Leadership Expectations

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.

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.

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.

Bring an understanding of SaaS financial and operating models, including subscription revenue, recurring revenue metrics, revenue recognition, billing and collections, financial reporting, cash flow management, and operational performance measurement.

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.

Provide executive oversight of strategic client engagements, ensuring strong client satisfaction, consistent delivery standards, engagement profitability, effective risk management, and long-term relationship development.

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.

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.

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.

Recruit, mentor, and develop high-performing professionals and practice leaders while fostering a culture of collaboration, accountability, innovation, and continuous improvement.

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.

Required Experience

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.

Meaningful experience serving Technology and SaaS companies, with a strong understanding of subscription-based business models, recurring revenue streams, financial operations, and the challenges associated with 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 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.

The compensation range for this role is $182,150 to $345,350. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.