Green Visor Capital

Management Company, LLC

VP, Technical Services (Revenue Generation Organization) at Cloud Lending Solutions
San Mateo, CA, US
About the Company:

Founded in 2012, Could Lending, Inc. is a growing, 100 person SaaS company in the fintech industry. The Company is generating rapidly-increasing revenue in the US and internationally, and is backed by premier Venture Capital Funds. The Company is headquartered in San Mateo California with offices in India, Europe and Australia.

About the Position:
Reporting to the Chief Revenue Officer, we are looking for a diversely talented technical manager to lead 3 key functions in our Revenue Generation organization, consisting of:
Sales Engineering
Professional Services
Technical Support

The candidate must have a unique combination of both technical and commercial skills and a desire to help strengthen and scale our revenue delivery process. We work at a very rapid pace where it’s important to have strong time-management skills, attention to detail, the ability to work under pressure and above all flexibility.

Key responsibilities consist of managing and integrating 3 technical functions within the overall CLS revenue generation process - while building deep Product and industry expertise.

Sales Engineering: This function provides critical support to the sales process and consists of a team of Sales Engineers that are deep experts in CLS products. This function will have a Team Lead that reports to the VP of Technical Services.
Manage and scale a global Sales Engineering Team that is managed centrally, but placed in each key sales region around the world.
Build the SE team and ensure they are:
CSL Product Experts and maintain product expertise as changes are introduced into the Products.
Skilled in delivering CLS Product Demonstrations – which is a very key element in the Sales cycle and Customer Decision Process.
Maintain a plan/schedule of Customer Demonstrations to ensure efficient use of the Team and ensure priories are applied to high revenue generating prospects
Identify and establish methods to automate certain Demonstration aspects, where appropriate
Provide SME support to CLS Alliance Partners and CLS Resellers.
Establish KPI’s and metrics for the SE function to measure utilization and success/progress toward Sales closure.

Professional Services: The Professional Services function is responsible for the implementation of CLS Products – via a network of Partners. This function will have a Team Lead that reports to the VP of Technical Services.
Provide organizational, operational and technical leadership to the client PS process and PS Partner network.
Implement and manage a Partner Based Professional Services/Delivery organization. Key components will consist of:
Identifying and certifying PS Partners
Develop a Partner Certification Program
Plan and Forecast PS engagements with Partners
Establish a Sales Engagement Process among the CLS Sales team and the PS Partners
Develop and implement processes and standards, policies and procedures regarding delivery to ensure performance and reliability by the Partners.
Develop processes to monitor and track quality of partner led customer implementations
Establish and manage a team of Solution Architects that will provide Solution Design and Solution Architecture support to the PS Partners – and obtain fees for this service.
Establish KPI’s and metrics for the PS function to measure utilization and success/progress toward Sales closure.

Customer Support/Customer Success Engineering: This team, currently located in Bangalore, India, provides technical support to customers in Production operations. This function will have a Team Lead that reports to the VP of Technical Services.
Scale an existing CS function commensurate with new customer acquisition and rate of change of the CLS product functionality
Acknowledge and correct Customer related incidents per contractual Service Level Agreements
Participate in the development of a Customer Satisfaction program
Determine and model expansion of the team with consideration to geographies and time zone locations
Establish KPI’s and metrics for the Support function to measure: utilization, effectiveness and Customer Satisfaction

Significant experience within enterprise class software and/or SaaS and Financial Services industry products and services.
At least 15 years of experience in delivery and customer service in a sales focused organization
Knowledge of the financial technology is required
Demonstrated ability to effectively lead a globally distributed team
Strong experience in the process of sales-to-implementation-to-production operations
Experience working-with and managing partners
Knowledge of platform is a major plus
A bachelor's degree in Technology Management or similar
Excellent interpersonal skills are required to build the strong relationships that will be critical to the success of this role.