Vice President, Consulting and Professional Services

Basic Function

The Vice President, Professional Services will provide strategic direction and leadership to ensure delivery of high-impact professional services across scheduling, implementation, training, and solution design for Wolters Kluwer Tax & Accounting clients in North America to ensure an optimal onboarding experience. This executive role will oversee a unified Professional Services team, integrating Solution Design, Specialty Services, the Conversion Team, Implementation, and Training under one aligned organization. The VP will play a critical leadership role in driving client satisfaction, and revenue growth, while modernizing service models aligned to product strategy, and evolving customer needs and will ensure onboarding is aligned with both pre-sales and service excellence.

**This role is a Hybrid role requiring 2 days a week in a Wolters Kluwer office.

Essential Duties and responsibilities

• Provide executive leadership for driving client satisfaction, operational efficiency, and revenue growth through best-in-class implementation practices, service deliver all aspect of professional services across North America, including scheduling, implementation, training, solution design, specialty services, and conversion team.

• Deliver on revenue targets (>$18M in Professional Services), manage P&L, and ensure financial performance.

• Lead and manage the end-to-end professional services lifecycle – from pre-sales engagement through solution design, implementation, training, and post-implementation support

• Transform the implementation and training experience through advanced technology and modern delivery practices, including Learning Management Systems and automated scheduling tools  

• Align training and onboarding to customer workflows and adult learning principles, tailored by customer segment and go to market strategy,

• Serve as the senior point of contact for customer stakeholders during implementation, building strong, trust-based relationships and ensuring transparency.

• Ensure seamless solution delivery by aligning product configuration with client needs; collaborate cross-functionally with Sales, Product, Finance, Client Success, and Service Excellence to ensure consistent, high impact client experience.

• Manage resource allocation and staffing models to support a growing customer base while maintaining service excellence.

• Ensure implementation teams have the resources, training, and support needed to succeed; Lead a team of 100+ employees, (including seasonal contractors), fostering career, growth, performance, and leadership development. Provide strategic oversight and execution across implementation, client onboarding, solution design, customer training, and scheduling.

• Drive continuous improvement across onboarding and implementation processes – from project scoping and planning to go-live, training, and post-implementation success.

• Develop, improve, and implement scalable solutions design, onboarding, and training strategies, procedures, and policies, supporting both new and legacy software products, including migrations.

• Develop and monitor key performance indicators (KPIs) tied to service delivery, client success, and operational performance.

• Drive innovation and efficiency by optimizing internal processes, tools, and technologies (e.g. LMS, automated scheduling), to enhance performance, reduce friction, and scale service delivery. Identify and implement new consulting service offerings for the audit & tax market.

• Manage relationships with external vendors for training and staffing augmentation.

• Ensure compliance with industry standards and internal policies.

• Conduct regular client reviews to support solution adoption and identify upsell and cross-sell opportunities during implementation phases.

• Prepare detailed business performance reports and strategic planning updates for senior leadership.

• Regular travel required for internal meetings and some client visits (primarily remote team).

Job Qualifications

Minimum Qualifications:

Education

• BA/BS in a Business-related field required
• MBA or advanced degree preferred

• 15+ years of relevant experience, with 8+ years in direct leadership roles, managing large teams and P&L responsibility (>$10M).

• Experience in at least two of the following areas: professional services, training and implementation, software/information services, CPA/audit/tax/accounting industries

Other Knowledge, Skills, Abilities or Certifications:

• Strategic thinking and planning with a proven track record of executing complex initiatives.

• Experience in creating & executing adult learning methodologies appropriate for complexities of enterprise software and customer segments

• Proven ability to transform professional service organization to support modern technology and customer experience

• Deep understanding of financial concepts (budgeting, revenue projections, resource allocation, cost management).

• Expertise in project and resource management.

• Strong interpersonal and communication skills, with the ability to lead and influence cross-functional teams.

• Client relationship management at the executive level.

• Experience implementing and scaling customer success models.

• Excellent organizational skills with the ability to manage multiple priorities.

• Ability to drive change and develop high-performing, motivated teams.

• Advanced analytical and problem-solving skills.

• Proficiency in relevant tools and systems (e.g., CRM, ERP, SaaS delivery platforms).

Travel requirements

Up to 10 site visits per year

Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.

Compensation: