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Smartstream

Post-trade processing software for finance

Global Head of Professional Services

Implementation & Technical Account ManagementUpdated on Nov 13
Full-timeMumbai, Maharashtra, India₹7M - ₹10M

About the Job

Requirements

  • Significant experience leading Professional Services or Delivery organisations within enterprise software, ideally in financial technology or capital markets.
  • Demonstrable track record of P&L ownership with responsibility for bookings, revenue, and margin performance.
  • Experience leading geographically distributed teams, with the ability to inspire and align across cultures and time zones.
  • Proven success delivering complex, enterprise-scale implementation programmes in financial institutions.
  • Strong commercial acumen with experience in deal structuring, pricing, and negotiation.
  • Hands-on experience with, or a clear vision for, embedding AI and automation into service delivery operations.

Responsibilities

  • Define and execute the global Professional Services strategy, aligned to Smartstream’s growth objectives across the Smart Reconciliations product portfolio.
  • Lead a programme of transformational change across the function, with AI-driven automation and tooling at its core, to materially improve delivery efficiency and scalability.
  • Build a culture of continuous improvement, data-driven decision-making, and customer-centricity across all regions.
  • Act as a senior management sponsor for key strategic customer engagements and escalations.
  • Own and deliver bookings, revenue, and gross margin targets for the Professional Services practice globally.
  • Partner with Sales and Pre-Sales to shape commercial propositions, statements of work, and pricing strategy.
  • Drive cross-sell and upsell opportunities within the existing customer base in close collaboration with Account Management.
  • Monitor and manage the financial health of the practice, including utilisation, billing efficiency, and cost management.
  • Champion the adoption of AI tools across Professional Services to accelerate implementation cycles, improve quality, and reduce delivery cost.
  • Identify opportunities to productise repeatable service offerings and build scalable delivery frameworks.
  • Establish and maintain robust programme governance, project controls, and reporting standards.
  • Drive the development of IP, accelerators, and methodologies that differentiate Smartstream’s service delivery.
  • Lead, develop, and inspire four regional heads based in Singapore, Bangalore, Vienna, and New York, fostering a cohesive global team culture.
  • Set clear performance objectives, provide regular coaching, and manage talent development and succession planning.
  • Build capability across the function through structured hiring, training, and knowledge-sharing programmes.
  • Create an inclusive environment that attracts and retains high-calibre professionals in each region.
  • Serve as a senior point of contact for strategic customers, ensuring high satisfaction levels and long-term partnership.
  • Work closely with Product Management and Engineering to feed customer and delivery insights back into the product roadmap.
  • Represent Professional Services at industry events, client advisory boards, and executive business reviews.
  • Collaborate with the broader Smartstream leadership team on go-to-market strategy and market positioning.

Desired Qualifications

  • Domain knowledge in reconciliations or data management within capital markets back-office operations.
  • Familiarity with Smartstream product suites or comparable platforms (e.g., Intellimatch, TLM, FIS, Broadridge).
  • Experience working with tier-1 investment banks, custodians, or large asset managers.
  • Track record of building and scaling a professional services practice through periods of organisational change.
  • MBA or equivalent postgraduate qualification.

About the Company

Smartstream

Post-trade processing software for finance

SmartStream provides financial post-trade processing solutions for banks, capital markets, buy-side firms, and corporations. Its offerings automate and streamline middle- and back-office operations, helping clients improve operational control, cut costs, mitigate risk, and maintain regulatory compliance as they execute digital strategies. The company delivers technology solutions and related services that transform post-trade workflows, enabling leaner processes and better data quality across the trade lifecycle. What sets SmartStream apart is its four-decade track record and deep specialization in post-trade operations, delivering reliable, tailored solutions and ongoing support to financial institutions. The goal is to help clients realize their digital strategies, create more efficient post-trade processes, and open up new revenue opportunities while reducing risk and compliance challenges.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
London, United Kingdom
Founded
2000

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