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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.

Lead Shield's platform brand strategy and storytelling across internal and external stakeholders. Develop positioning, messaging, and content (website, social, M&A materials), run events and media relations, and create collateral to enable BD and M&A teams. Work cross-functionally with executives, Technology, Operations, partners, and portfolio companies to build a scalable content engine and drive measurable inbound interest and BD outcomes.

Lead and evolve a centralized Revenue Operations function across multiple entities, building forecasting models, dashboards, CRM workflows, and scalable GTM processes. Partner with Sales, Marketing, Customer Success, Finance and leadership to improve pipeline visibility, forecasting accuracy, KPI accountability, and integrate acquired companies into standardized reporting and operations.

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 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 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 strategic finance across the platform: build long-range financial and operational models, provide executive decision support, develop reporting/KPIs, evaluate M&A and integrations, improve systems and processes, and partner with leadership to scale portfolio companies.

Lead and develop a 7-person sales organization for an MSP, driving team performance, coaching, KPI monitoring, scalable sales processes, forecasting in CRM, cross-functional alignment, hiring/onboarding, and contributing to go-to-market and revenue strategy.

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.