Professional Services Team Lead

UpSlide is the number one productivity solution provider for financial services. Our software dramatically improves the functionality of PowerPoint, Word, Excel, and Power BI and enables users at firms like Citi, KPMG, and BNP Paribas to focus on high-value tasks rather than formatting or copy-pasting. We’re scaling up with 160+ employees across our offices in New York, London, Paris (HQ), Singapore, and Berlin.

Our values guide our approach to work and are at the heart of our recruitment process. To join our team, we look for individuals who value:

You are still a hands-on delivery leader.

• Lead complex enterprise implementations end-to-end

• Own stakeholder alignment, risk management, and timeline integrity with Mutual Action Plans

• Enforce QA standards and prevent avoidable rework

• Run structured post-mortems to reduce amendment/rework patterns

• Improve delivery efficiency across:

  • Solution building

  • Amendments/rework

  • Project management

  • Client training/adoption enablement

You ensure we win the right deals, in the right way.

• Partner with Sales on technical validation and solution design

• Validate scopes, assumptions, and implementation effort before signature

• Identify risks in delivery models pre-contract

• Provide structured input into estimations and resourcing

• Join strategic prospect calls when required

• Prevent overscoping, underestimating, or unrealistic commitments

• Coach and develop Consultants

• Run weekly team cadence with delivery + KPI visibility

• Set quarterly goals aligned to OKRs

• Address performance gaps directly and early

• Build accountability culture and ownership standards

• Build PS operating visibility (project ownership map, risks, capacity)

• Own Salesforce and Power BI dashboards for PS visibility

• Use Excel and Power BI to track:

  • Delivery health

  • Escalations

  • Rework trends

  • Utilization/capacity (if relevant)

• Align quarterly KPIs with regional strategy

• Reduce internal/non-client inefficiencies through process clarity

• You can assess PS health (clear tracker + KPIs + risks + capacity).

• QA and escalation routines are running consistently; no surprise delivery risks.

• Each Consultant has clear expectations and a coaching cadence.

• Delivery predictability and quality improve measurably (less rework, tighter timelines, stronger stakeholder trust).

• Salesforce dashboards and KPI reporting are reliable and used by stakeholders.

• Consultants demonstrate strong ownership and decision-making on projects.

• PS runs sustainably with minimal day-to-day oversight.

• You present a 6-12 month PS roadmap for NYC (capacity, skills, process improvements, growth opportunities).