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 ✨

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:

• Excellence: We think that every detail counts, and we place great importance on the quality of our deliverables.

• Trust: We are passionate, committed, and free to act with autonomy.

• Happiness at work: We enjoy looking on the bright side and we share our enthusiasm with our colleagues and clients.

The team 🧑‍🤝‍🧑

You will lead a NYC-based Professional Services team of 3 Consultants. You’ll work closely with our NYC Sales and Customer Success stakeholders, and collaborate with global PS leadership to share best practices and improve our delivery playbook.

Reporting line: you will report to Majhon Phillips.

Team rhythms: weekly delivery + risk review, QA checkpoints on key deliverables, stakeholder updates, and regular coaching 1:1s.

• Yearly seminar in Paris: The yearly seminar in Paris is a key highlight for the UpSlide team, bringing together members from different offices around the world. This event, hosted at our Paris headquarters, serves as a unique opportunity for teams to connect, collaborate, and enhance the overall cohesion of the UpSlide global family.

• Weekly goûter: Every Wednesday evening the office meets up for snacks, drinks, games, and lively banter.

• Monthly social events: Once a month, we organize an “around-the-world” exploration of diverse foods and cultures in our team lunch. These moments create a relaxed atmosphere for team bonding.

• Team lunches: We often go out for team lunches to celebrate wins, reflect on projects, or simply socialize as a team.

Team goals 🎯

The PS team’s mission is to ensure clients realize value quickly through:

• consistent, high-quality implementations,

• predictable delivery and strong communication,

• excellent stakeholder management and escalation handling,

• strong adoption and long-term retention outcomes.

This role has direct impact on client satisfaction, presales success, renewals, expansion, and the reputation of our NYC business unit.

Your responsibilities 🖋️

Mission 1 — Delivery Leadership & Client Outcomes (45–50%)

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

Mission 2 — Presales & Scope Integrity (10–15%)

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

Mission 3 — People Leadership & Performance (25–30%)

• 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

Mission 4 — Operational Leadership & Reporting (15–20%)

• 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

Tools you’ll use

• PowerPoint (client deliverables)

• Salesforce (reporting, account visibility, handoffs)

• Excel (analysis, KPI tracking)

• Power BI (analysis, KPI tracking)

• Teams / SharePoint and internal trackers / QA checklists

Your goals ⚡

At UpSlide, your career growth is a priority. We’ve designed a clear and supportive career path to help you thrive from day one.

You’ll have biannual appraisals where we dive into feedback, set growth-focused action plans, and outline exactly what it takes to achieve each promotion milestone. With a structured list of competencies and levels, your path forward is clear.

Your onboarding 🚀

Within 3 months

• 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.

Within 6 months

• 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.

Within 9 months

• 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).

You are a great fit if you have:

• 6+ years experience in client-facing consulting / software implementation / professional services

• Financial Services experience (required), with comfort navigating demanding stakeholders and high standards

• Proven experience leading a team (management, coaching, performance management)

• Strong delivery leadership fundamentals (scope, milestones, risks, trade-offs, governance)

• Experience handling client escalations with calm, structure, and accountability

• Strong written and verbal communication (client-ready and internal stakeholder-ready)

• A track record of using data / KPIs / OKRs to run team performance and delivery health

• Salesforce reporting experience (building and maintaining dashboards/reports)

• Intermediate Excel skills (pivot tables, lookups, KPI tracking and analysis)

Remote policy (USA): 3 days/week hybrid in our NYC office.

We’d love it if:

• Strong PowerPoint proficiency and high attention to detail

• Experience partnering closely with Sales on scoping and pre-sales validation

• Experience building lightweight operating rhythms (weekly updates, scorecards, capacity planning)

• Familiarity with change management/adoption programs

✨ If you don’t tick all the boxes but you think you’d be a great fit, please apply and tell us why.

Recruitment process

1. First round screen (PS team member) – motivation, leadership scope, FS background, baseline fit

2. Case study (Rebecca Johnides) – delivery judgment, QA mindset, escalation approach, stakeholder handling

3. Hiring Manager interview (Majhon Phillips) – operating system thinking, KPI rigor, people leadership, role fit

4. Leadership panel (Alex B. + Alex C.) – strategic thinking, cross-functional leadership, executive presence

5. Reference checks – validate leadership style, delivery outcomes, reliability

🚀 We'll conduct a reference check to learn how to help you thrive!

⚡ On average, our process lasts 3 weeks.

What we offer

Make a real difference and be at the very center of a self-funded and growing SaaS company (doubling every two years for the past 10 years)!

🌍 International environment: Start-up with five offices (Paris, London, Berlin, New York, Singapore) and users in more than 60 countries

💻 Hybrid work: 3 days/week hybrid work policy

🧑‍💻 Work-from-home budget: €500 WFH equipment budget

🌱 Training & professional development: Collaboration with our sister company, IPH, who provides UpSliders with training on key soft skills and management

💆‍♀️ Wellness package: $50 per month for physical and mental wellness activities

🚌 Commuter allowance: $130 per month for commuting expenses

👶 Parental leave: Paid parental leave for the birthing/non-birthing parent and help for parents of children under seven

🏠 Beautiful office: A stunning Manhattan office with stylish common areas and meeting rooms

✈ Holidays: PTO (20 days plus public holidays and health days)

🎉 Company events: Office socials and international company events (e.g. annual company seminar, team seminar, and sustainability actions taken throughout the year)

✅ Retirement plan: Opportunity to opt into a 401k plan

🩺 Healthcare: Comprehensive healthcare plans

More about UpSlide

• On top of exciting business challenges in a fast-growing market, you will find a friendly, caring, and challenging culture

• You will be met with opportunities to acquire new skills, learn from others in a multicultural environment, and grow as a person

• UpSlide employees have committed to making a positive impact on the world. We obtained B Corp certification in 2022 with strong commitments toward our employees, community, clients, suppliers, and the environment. UpSlide is now 30% owned by employees
  More info here: upslide.net/en/from-a-to-b-corp-our-mission-for-positive-impact/

• UpSlide was ranked #1 best place to work in 2019 and #1 best place to work in 2020 in the category “best company for remote work”
  More info here: upslide.net/en/happiness-at-work-recipe/

As a B Corp-certified company, we have strong commitments toward our employees, community, clients, suppliers, and the environment. We strive to create an environment where everyone feels welcome. This commitment to diversity and inclusion is applied in our recruitment process and your employee experience once you’ve joined UpSlide ✨