Managing Director / Operating Partner

This is a fully remote position, open to applicants in Canada.

📋 Description

• Leverage existing expertise, relationships, pipeline, and entrepreneurial spirit alongside PM61 delivery capabilities and Estoras Group support.

• Establish market focus and service offerings.

• Initiate and finalize suitable client engagements.

• Manage client success and delivery economics.

• Assemble a proficient team and cultivate recurring revenue.

• Develop repeatable systems to minimize reliance on any single individual.

• Outline the current practice, capabilities, relationships, pipeline, intellectual property, delivery commitments, and potential conflicts.

• Familiarize yourself with PM61 services, team capabilities, partner relationships, delivery model, and target markets.

• Define ideal clients, service offerings, pricing strategies, commercial models, and go-to-market plans.

• Activate existing relationships and create a documented, qualified pipeline.

• Lead discovery, scope, proposal development, and secure appropriate paying engagements.

• Establish resource and delivery-capacity plans.

• Implement weekly KPIs, monthly forecasts, and accountability covering pipeline, proposals, wins, delivery, revenue, margin, and cash flow.

• Deliver a 6- to 12-month plan for revenue growth, team development, recurring services, partnerships, and operational scale.

• Develop and implement market, business-development, and account-growth strategies.

• Identify target industries, accounts, strategic partners, referral sources, and lucrative opportunities.

• Generate, qualify, advance, negotiate, and finalize client engagements.

• Build relationships with executive decision-makers and leverage professional credibility and networks to open doors.

• Develop recurring services, expand accounts, and explore partnership and referral opportunities.

• Coordinate proposals, statements of work, pricing, staffing, delivery assumptions, contracting, and project transitions.

• Collaborate with consultants, project managers, architects, analysts, developers, and implementation specialists.

• Maintain accountability for senior client relationships, satisfaction, delivery economics, risk visibility, retention, and expansion.

• Build a streamlined team and partner network as earned revenue supports capacity.

• Create repeatable systems for sales, scoping, delivery, quality, reporting, and account management.

• Own forecasts, budgets, cost control, utilization, gross margin, cash-flow awareness, and operational performance.

• Set goals, scorecards, priorities, decision records, risk logs, and reporting rhythms.

• Provide clear updates to Estoras Group leadership and contribute to group planning and collaboration.

⛳️ Requirements

• Active independent consulting practice, boutique firm, or a comparable entrepreneurial background in CRM, ERP, systems integration, cloud technology, enterprise architecture, project delivery, business analysis, or digital transformation.

• Proven ability to gain client trust, identify needs, shape solutions, secure commercially viable work, and contribute directly to successful delivery.

• Established network, client relationships, referral sources, qualified opportunities, or market reputation.

• Technical and commercial acumen to evaluate scope, staffing, pricing, risk, delivery feasibility, and profitability.

• Capability to hire, delegate, develop talent, standardize delivery, and scale beyond solopreneurship.

• Open, collaborative leadership style with a willingness to be assessed against pipeline, revenue, gross margin, cash flow, client outcomes, and operational milestones.

• Experience as a founder, owner-operator, independent consultant, boutique consultancy leader, Managing Director, or senior professional-services operator.

• Demonstrated success in originating, shaping, negotiating, closing, and delivering B2B consulting or enterprise-technology engagements.

• Strong understanding of CRM, ERP, systems integration, cloud technology, enterprise transformation, or related advisory services.

• Exceptional executive communication, facilitation, presentation, negotiation, and relationship-management abilities.

• Experience with Microsoft Dynamics 365, Salesforce, enterprise architecture, public-sector procurement, systems integration, project/program delivery, or contractor-led teams is an advantage.

🏝️ Benefits

• Performance-based compensation.

• Potential ownership or equity through milestone-based vesting.

• Agreed commissions, revenue share, gross-margin participation, project or delivery income, profit participation, or milestone compensation.

• Access to PM61 specialists and complementary expertise.

• Strategic planning, leadership guidance, accountability rhythms, and access to peer Managing Directors.

• Access to shared finance, administration, marketing, systems, technology, business development, and other group resources, as agreed.

• Collaboration, referrals, larger engagements, and cross-company support.

• Reimbursement of pre-approved business expenses under the written agreement.