Director, Financial Services Platforms

About The Role
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.

NOTE:
This role is
hybrid
, meaning that the team comes together in office up to twice a week.

What You'll Do

• Develop and Implement our Financial Services Platforms Strategy: Translate the company's strategic priorities into functional plans that drive measurable business outcomes. Define goals, initiatives, and success metrics for Financial Services Platforms in alignment with FreshBooks' strategy and customer needs.
• P&L Ownership: Develop and manage the functional operating budget, monitoring performance against key financial targets. Optimize resource allocation to balance quality, cost, and speed of delivery, contributing to the broader profit and loss (P&L) outcomes of Financial Service Platforms at FreshBooks.
• Operational Leadership: Oversee day-to-day commercial operations to ensure efficiency, compliance, and quality of delivery. Identify opportunities for process improvement and scalability, ensuring operational frameworks support growth and customer satisfaction, maximizing conversion rates and reducing churn.
• Business Development and Vendor Management: Build and manage relationships with Financial Service Platforms service providers and partners. Negotiate contracts, monitor service level agreements, and ensure seamless integration of their systems with our SaaS platform.
• Cross-Functional Collaboration: Partner closely with leaders across Product, Marketing, Customer Experience, and other teams to align strategies and deliver shared business results. Serve as the primary liaison for Financial Services Platforms initiatives across departments, ensuring coordinated planning and execution.
• Team Leadership: Lead, develop, and coach a high-performing commercial team. Provide clarity of vision, set priorities, and empower team members to deliver results. Foster a collaborative and inclusive work environment.
• Customer-Centric Approach: Embed customer-centric thinking into all aspects of Financial Services Platforms operations. Leverage data, insights, and feedback to identify pain points, improve experiences, and enhance the value delivered to customers. Ensure workflows integrate well with other FreshBooks offerings, creating a seamless customer experience.
• Stakeholder Communication: Provide clear and proactive communication to executive and cross-functional stakeholders. Present insights, updates, and recommendations that inform strategic decisions and influence business outcomes.

What You'll Bring

• 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

You'll Stand Out If You Have

• Master's degree in Business, Finance, or related field.
• Experience leading teams through change and scaling functions in growth-stage SaaS environments.

Compensation
At FreshBooks, we approach each individual's compensation with a promise of fair market value and internal equity commensurate with experience and specific skill set.

The total annual compensation for this role ranges from CA$145,000 to CA$182,000, which may include participation in our incentive programs. Additionally, this position offers an equity grant and immediate enrollment in FreshBooks' comprehensive benefits program, detailed below.

Perks And Benefits
We understand that you'll weigh many factors when deciding if FreshBooks is the right next step in your career. Here are some of our offerings for our employees (we call ourselves FreshBookers) to support their growth:

• 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, and more.
• Perks that matter. Including a Peer Recognition Program, an Employee Assistance Program, headphone credit, meaningful in-person gatherings to bring onsite and remote employees together, and more perks matched to your local cluster.
• Working environments to help you thrive. Beautiful office spaces welcome you in Toronto, Amsterdam, and San Luis Potosi. If you don't have access to a FreshBooks office, you receive a home office credit to set up your home office.
• Supportive peer group, mentors, and leaders. We care about each other across the organization and have programs to support this so everyone feels a strong sense of belonging, and believes in collective impact.
• Accelerated growth. Comprehensive company onboarding, career development through continuous coaching, training, and learning on the job.

About FreshBooks
You've probably learned a bit about FreshBooks before making it to this point, but let us take a moment to introduce ourselves: At FreshBooks, we believe that small business owners are the backbone of the economy, yet they are often the most underserved when it comes to technology. For over 20 years, we've been on a mission to support owners, from the scrappy solopreneur with a big dream to the growing business with employees to manage.

Our leading platform is more than just business software; it's an all-in-one financial toolkit that automates invoicing, expenses, payments and payroll, allowing our customers to spend less time on paperwork and more time doing the work they love.

We believe in human-centric connections that empower teams to do their best work. Headquartered in Toronto, Canada, our team operates in clusters across North America and Europe using a variety of working environments - remote, hybrid, and in-office - all based on what's best for the team, collaboration, and mental well-being. We are committed to creating a supportive and flexible workplace where everyone can thrive, grow, and make an impact on the lives of small business owners worldwide.

Even if your experience doesn't meet every bullet on the above lists, we'd love to learn more about you and why you think FreshBooks is the next step in your career.
FreshBooks is an equal-opportunity employer. We do not discriminate based on gender, religion, race, mental disability, sexual orientation, age, or any other status. All applicants are considered based on their qualifications and merits. At FreshBooks, we inspire an environment of mutual respect and we believe diversity and inclusion are crucial to our success. FreshBooks provides employment accommodation during the recruitment process. Should you require any accommodation, please indicate this on your application and we will work with you to meet your accessibility needs. For any questions, suggestions or required documents regarding accessibility in a different format, please contact us by phone at and/or email