Managing Director

InvestorFlow is the only company of its kind to deliver industry specialized CRM, built on Salesforce, and digital portals to help alternative asset firms find opportunities, create and manage relationships, and turn relationship insights into action with increased productivity and transparency.

The Managing Director of Global Services is responsible for overseeing the strategic direction, management, and operational excellence of the global services function. This role involves leading a diverse team, driving the development and execution of global service strategies, and ensuring the delivery of high-quality services that meet the needs of clients and stakeholders across different regions.

You Will:

• Develop and implement the global services strategy aligned with the company's overall objectives and vision.
• Identify and analyze market trends, client needs, and competitive landscape to drive service innovation and improvements.
• Oversee day-to-day operations of global service functions, ensuring efficiency, quality, and adherence to best practices.
• Implement and manage global service delivery models, processes, and standards.
• Lead, mentor, and develop a high-performing global services team.
• Foster a culture of collaboration, continuous improvement, and professional growth within the team.
• Build and maintain strong relationships with key clients, partners, and stakeholders.
• Address client concerns, manage expectations, and ensure high levels of client satisfaction.
• Develop and manage budgets for global services operations.
• Support and collaborate with other business groups within the organization such as;
• Sales to help close new business as needed or design programs that support go to market functions
• Onboarding and Delivery, collaborating to ensure clients have a consistent experience and resourcing is aligned within the department
• Client organization, ensuring the company is best organized to achieve its goals for client growth, support and retention.
• Product, to ensure collaboration around industry wants and trends continuously allowing the company to invest R&D in the most advantageous areas.
• Monitor financial performance and implement cost-control measures to ensure profitability and efficient resource utilization.
• Ensure that global services operations comply with relevant laws, regulations, and company policies.
• Identify potential risks and develop mitigation strategies to protect the company’s interests.
• Establish and track key performance indicators (KPIs) to measure the effectiveness of global services.
• Provide regular reports and insights to senior management on performance, challenges, and opportunities.
• Promote a culture of continuous improvement by evaluating and enhancing service delivery processes and methodologies.
• Leverage technology and innovation to drive service enhancements and operational efficiencies.

You Have:

• Bachelor’s degree in Business Administration, International Business, or a related field. An advanced degree (e.g., MBA) is preferred.
• Minimum of 8-10 years of experience in global services management, including at least 5 years leading and running a services practice, preferably at a Product company.
• Proven leadership and team management skills.
• Strong strategic thinking and problem-solving abilities.
• Excellent communication and interpersonal skills.
• Experience with global operations and understanding of cross-cultural dynamics.
• Financial acumen and experience managing budgets.
• Proficiency in relevant software and technology platforms.

InvestorFlow is an investor and deal engagement platform that prioritizes intelligent digital experiences, productivity, and engagement. Our cloud-native platform integrates deal flow management, fundraising, reporting, and investor services. We are proud to serve over 175 clients, including 25 of the top 50 alternative asset managers, managing more than $6 trillion in assets, 750 funds, and 90,000 LPs. Headquartered in Menlo Park, California, we are committed to driving innovation and inclusivity in the financial industry. To learn more about our company, please visit www.investorflow.com.