Jobs at Shield Technology Partners

Lead P&L performance and operational improvement across portfolio companies by driving revenue growth, margin expansion, and adoption of Shield's AI platform. Manage forecasts, budgets, and cross-functional initiatives; support onboarding; build automation and low-code solutions; coach local leadership and implement standardized processes to scale operations and strategic growth.

Drive net-new MSP customer acquisition across an assigned territory, acting as the primary closer. Partner with Shield portfolio companies and centralized teams to qualify, advance, and close opportunities, maintain territory accountability and revenue targets, embed into portfolio sales processes, and support scalable sales operations. Frequent travel and in-person collaboration expected.

Lead and build the FP&A function: long-range financial planning, revenue and P&L forecasting, advanced financial modeling and analysis, M&A support, systems implementations, KPI/reporting development, and partner with executive leadership, board, and investors to inform strategic decisions. Requires operating in ambiguity and driving process improvements and AI/automation opportunities. Travel ~quarterly.

Lead revenue FP&A across Shield's portfolio: partner with portfolio companies to standardize, validate, and reconcile revenue data into NetSuite; build scalable revenue operations processes and metrics; support integrations, forecasting, and strategic finance initiatives; perform hands-on data cleansing and end-to-end revenue data validation to ensure accurate reporting.

Lead strategic finance across a platform of companies by building financial models, driving capital planning, evaluating M&A, developing operational KPIs and dashboards, supporting executives and Board materials, and improving systems, reporting, and integration processes to scale the business.

Provide frontline, onsite technical support as an embedded member of a client's team. Troubleshoot hardware, software, connectivity, and account issues via phone, ticketing systems, and in person; document incidents, follow SOPs, escalate complex problems, assist with workstation setup, and maintain strong customer communication.

Own a portfolio of Tier 1/2 accounts for managed IT, cloud, and cybersecurity services. Drive retention and expansion, deliver QBRs with vCIO/TAM, manage renewals, maintain CRM records in HubSpot, mentor Account Managers, and escalate/resolve technical issues while coordinating upsell opportunities with Sales and product teams.