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About the Role

We are building a Managed Services practice from the ground up, offering a new, ongoing service for mid-market and private equity-backed businesses. This practice will leverage modern tooling and automation, sitting horizontally across Tax, Office of the CFO, and Deals. You will be responsible for generating and closing new business, building the technical solution, owning the commercial model and proposals, and ensuring successful delivery.

Responsibilities

Win and grow managed services mandates across mid-market and PE-backed clients, owning the sales cycle from first conversation through to signed contract.
Design, solution and price managed service propositions across Office of the CFO and Tax domains, built on automation rather than added headcount, and own the end-to-end technical solution and proposal for individual deals.
Build relationships with PE deal teams and portfolio company CFOs so Unity is the natural choice for post-deal back office support.
Work in conjunction with key partners to establish an effective managed services business.
Set the delivery model for the Managed Services practice, including tooling decisions, process design and team structure, working with our tech and product team.
Lead proposal writing, pitch presentations and RFP responses for new managed services opportunities.
Build and mentor a solution and deals team as the practice grows, bringing in the right mix of managed services skillsets — i.e. pricing architecture, commercial architecture, transition architecture.
Represent Unity externally — speaking, networking and building our name in AI-enabled Managed Services operations.
Work with partners across Deals, Tax and Office of the CFO to identify cross-sell opportunities into existing client accounts.

Requirements

10+ years in managed services, BPO or shared services, ideally with time at a Big 4, top 10 firm or specialist provider.
A track record of originating and closing managed services deals of meaningful size.
A track record in solutioning and owning managed services deals that span multiple domains, including but not limited to tax and Office of the CFO services.
Direct experience of building “first of a kind” managed services solutions / deals.
Direct experience with PE-backed or mid-market businesses, and a real understanding of what a portfolio company CFO needs in the first 100 days post-deal.
Experience owning a commercial book or P&L, with accountability for margin as well as delivery quality.

Skills

AI-native operating model
Automation
Solutioning
Pricing
Sales cycle management
Proposal writing
RFP response
Relationship building
Commercial modeling
Delivery management
Team building and mentoring
External representation and networking

Location

Hybrid

Work Type

Hybrid
Full-time

Experience Level

10+ years

About the Company

Unity Advisory is a modern advisory business built for today's CFO, combining deep expertise with an AI-native operating model.
We deliver better evidence, faster execution, and stronger client outcomes through direct access to expertise and a pace that enables organizations to seize opportunities.
Our model is free from audit conflict.

Equal Opportunity

At Unity Advisory, we are committed to providing an inclusive and accessible recruitment process.
In line with the Equality Act 2010, we will accommodate any suitable candidate requiring assistance to attend or conduct an interview.
If you need any adjustments or support, please let us know when either scheduling your interview or in your application cover letter.
We are dedicated to ensuring that everyone has an equal opportunity to succeed and are here to support you throughout the process.