Head of professional services

You deliver complex engagements that require coordination across your team, your client, and often third parties. Scope, timeline, and margin all depend on how smoothly that work flows.
Professional services
Head of professional services

What you own

A Head of Professional Services owns how complex engagements are delivered — from scoping and kickoff through execution and closeout. Each engagement involves your delivery team, the client, and often subcontractors or partners. You’re accountable for scope, timeline, quality, and margin across all active engagements simultaneously.

What slows you down

Engagement delivery depends on coordination across parties with different priorities and response times. Clients are slow to provide required information. Internal teams are juggling multiple engagements. Subcontractors have their own timelines. Each handoff between parties is a potential delay, and delays in professional services directly impact margin and client satisfaction.

Why it compounds

As the number of active engagements grows, the coordination overhead per engagement stays constant but the total load compounds. Senior people spend more time managing logistics than doing the work clients are paying for. Quality becomes inconsistent because the process varies by engagement rather than being structurally reliable.

How Moxo changes the equation

Moxo orchestrates professional services engagements from kickoff through completion. AI agents handle task preparation, document collection, follow-ups, and status tracking across all parties. Humans stay in control of scope decisions, client-facing exceptions, and quality reviews. The result is faster delivery, more consistent quality, and margins that hold as the practice grows.

Processes that cross your desk

Purchase order change
Approvals
Procurement
Exception management
Commission payout approval
Finance
Sales ops
Revenue ops
Approvals
Payment plan approval
Approvals
Finance
Order to cash
Revenue ops
Credit limit approval
Approvals
Finance
Proposal approval
Approvals
Sales ops
Credit risk approval
Approvals
Finance
Customer complaint escalation
Customer ops
Exception management
Headcount approval
Approvals
People ops
PIP approval
Approvals
People ops
Compliance
Payment release approval
Approvals
Finance
Order to cash
Compliance
Brand partnership approval
Marketing ops
Vendor management
Approvals