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As the Director of Financial Services Platforms, you will be responsible for the strategic and operational leadership of FreshBook’s Payroll platform and other Financial Services product offerings. You’ll be accountable for delivering growth and operational excellence across key domains such as partnerships, platform performance, and customer adoption, working cross-functionally to achieve business objectives. This role focuses on translating company strategy into actionable plans for Financial Services Platforms, ensuring strong execution, financial discipline, and an exceptional customer experience.
Job Responsibility:
Develop and Implement our Financial Services Platforms Strategy: Translate the company’s strategic priorities into functional plans that drive measurable business outcomes
P&L Ownership: Develop and manage the functional operating budget, monitoring performance against key financial targets
Operational Leadership: Oversee day-to-day commercial operations to ensure efficiency, compliance, and quality of delivery
Business Development and Vendor Management: Build and manage relationships with Financial Service Platforms service providers and partners
Cross-Functional Collaboration: Partner closely with leaders across Product, Marketing, Customer Experience, and other teams to align strategies and deliver shared business results
Team Leadership: Lead, develop, and coach a high-performing commercial team
Customer-Centric Approach: Embed customer-centric thinking into all aspects of Financial Services Platforms operations
Stakeholder Communication: Provide clear and proactive communication to executive and cross-functional stakeholders
Requirements:
8+ years of senior leadership experience in SaaS, FinTech, or technology-enabled financial services, with accountability for business delivery and outcomes
End-to-end ownership of financial platforms or products such as payments, payroll, lending, or flexible pay-as-you-go solutions, including development, strategy, execution, and performance
Proven P&L or equivalent financial accountability, managing large, complex budgets and making disciplined investment decisions tied to growth, risk, and long-term value
Strong leadership, including experience leading business development efforts, negotiating and managing strategic partners, vendors, and external service providers
Demonstrated success leading through change, including scaling teams, transforming operating models, or navigating organizational and market complexity
Ability to operate cross-functionally at scale, partnering with Product, Engineering, Marketing, CX, Legal, and Finance to align priorities and deliver results
Executive-level communication and judgment, with the ability to influence senior stakeholders and make sound decisions in fast-moving, ambiguous environments
Nice to have:
Master’s degree in Business, Finance, or related field
Experience leading teams through change and scaling functions in growth-stage SaaS environments
What we offer:
Comprehensive health and wellness benefits
Generous time off including a flexible vacation plan
A retirement savings program or pension plan matched to your local office
Stock options for every full-time employee
Parental leave and new parent support
Annual healthy living credit
Comprehensive medical and dental benefits
Fertility and gender-affirming benefits dependent on your region
Peer Recognition Program
Employee Assistance Program
Headphone credit
Meaningful in-person gatherings to bring onsite and remote employees together
Home office credit to set up your home office (if remote)
Supportive peer group, mentors, and leaders
Comprehensive company onboarding
Career development through continuous coaching, training, and learning on the job