Advisory Services Practice Lead

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Logo of M-Files

M-Files

501 - 1000 employees

Founded 2009

☁️ SaaS

⚡ Productivity

🏢 Enterprise

SaaS • Productivity • Enterprise

M-Files is a leader in knowledge work automation, providing intelligent solutions for document management, workflow automation, and content collaboration. The company focuses on automating and simplifying processes for knowledge workers, enhancing productivity, compliance, and security. With a range of industry-tailored solutions, M-Files integrates seamlessly with various existing applications like Microsoft 365, Google Workspace, and Salesforce, offering comprehensive enterprise content management.

📋 Description

• **What You'll Do** • **Methodology & Intellectual Property** • - Design and own the delivery methodology end-to-end: value discovery frameworks, automation blueprinting, outcome measurement, and delivery governance • - Define the model for identifying, designing, and deploying AI agents as a digital workforce inside customer environments — built on the M-Files platform • - Develop the toolkits, templates, and repeatable assets that enable the methodology to scale across a distributed delivery team • - Establish quality standards and a continuous improvement loop based on field experience • **Business & Investment Planning** • - Build the multi-year business case for the practice: addressable market sizing, revenue model, margin targets, and investment requirements • - Develop the resourcing strategy — defining the capability profile, headcount plan, and talent sourcing approach (internal reskilling vs. external recruitment) • - Evaluate build vs. buy vs. partner options; identify and assess potential acquisition targets that would accelerate capability or market access • - Present recommendations to senior leadership and, where relevant, to the board • **Go-to-Market & Partnerships** • - Define the go-to-market motion: how the practice is packaged, priced, and positioned alongside the M-Files platform • - Develop partnership and channel models that extend delivery capacity without proportional headcount growth • - Work with Sales leadership to embed advisory services into the enterprise sales motion and develop reference customers • **Practice Leadership** • - Recruit, onboard, and develop the initial cohort of internal practitioners • - Define the career path, competency framework, and performance model for the practice • - Personally lead select high-value engagements to validate the methodology and build customer proof points

🎯 Requirements

• **What We Are Looking For** • - 7+ years of experience in management consulting, strategy consulting, or professional services — with a focus on business transformation, operating model design, or organizational change • - Demonstrated experience building or scaling a services practice, business unit, or consulting capability — including P&L ownership or significant budget responsibility • - Strong strategic planning skills: you can move from market analysis to business case to execution roadmap, and you know how to size a market and defend your assumptions • - Experience evaluating inorganic growth options — partnerships, acquisitions, or capability buys — including diligence and integration considerations • - Executive-level communication and stakeholder management; you are comfortable presenting investment proposals to a leadership team or board • - A track record of translating strategy into operating reality: you've written playbooks that delivery teams have used • **Nice to have** • - Experience in or around the enterprise software, SaaS, or intelligent automation space — you understand the professional services economics of a software-led business • - Exposure to AI agent frameworks, agentic workflow design, or digital workforce delivery models — either as a practitioner or as someone who has evaluated and bought these capabilities • - Familiarity with document management, process automation, or information governance domains • - Prior experience working within or alongside a high-growth technology company • - Exposure to reseller or partner-led delivery models • **Participation in our Recruitment Process:** • - Initial Screening w/People & Culture Team Member • - Hiring Manager (Senior Vice President, Global Services) • - Additional Internal Stakeholder (VP, NORAM Services & Global Cloud Migration) • - Possible Final w/Senior Level Sales or Strategy Executive(s) • **Completed Recruitment Process Time Investment for Applicant: ~Approx. 3hrs*

🏖️ Benefits

• **Why M-Files** • - **A genuinely greenfield mandate.** Advisory services is a new practice at M-Files. You will define what it is, how it is delivered, and how the business around it is built. • - **Customer base and platform to build on.** M-Files serves thousands of organizations in regulated and complex industries. The demand signal is real; the platform is proven. You are not starting with a blank sheet of paper on the market side. We're also proud to have recently been recognized as a Leader in the Gartner® Magic Quadrant™ for Document Management, a significant milestone that reflects our continued innovation, customer focus, and market momentum. • - **Leadership appetite for investment.** This role exists because M-Files leadership has made a deliberate decision to move from project delivery to transformation delivery. The investment thesis is already endorsed — you are here to make it concrete. • - **A real AI thesis.** We are building AI agents on top of M-Files that act as digital workers inside customer organizations — executing knowledge-intensive tasks, operating within governed information environments, and augmenting human teams at scale. You will define how this is packaged and delivered as a service. • - **Influence over inorganic strategy.** Where we cannot build fast enough, we will consider buying or partnering. You will be a named voice in those conversations. • - **A global, remote-first team.** We operate across time zones with a high-trust, high-autonomy culture. Results matter; location doesn't. • Our guiding principles of **Make It Happen**, **Help Others**, and **Love Customers** shape how we work together every day. Transparent communication, collaboration, and a strong team spirit are consistently recognized as strengths across our organization, helping create an environment where people can do their best work while making a meaningful impact. • **What We Offer: ** • - As remote enabled company our employees enjoy the flexibility to establish their own life/work balance • - 10 paid holidays annually • - Unlimited PTO • - Matching 401K Plan (25% of employee's contribution up to the IRS max) • - Health insurance (PPO and HDHP/HSA plans offered) • - Dental insurance • - Vision insurance • - Life insurance (1x employee salary) • - Short-term disability (employer paid) • - Long-term disability (employer paid) • - Flexible Spending Plan (medical and dependent)

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