Regional Operations Director, Southeast

Regional Operations Director

The Regional Operations Director is the primary regional partner for delivery economics, firm-level operational discipline, and the infrastructure that enables firms to scale, working directly with the Regional Vice President (RVP). This role coordinates the financial, HR, legal, and technology product areas that keep the portfolio running efficiently — deploying the Operations Playbook firm by firm, driving working capital improvement, and building the operational capacity required to absorb tuck-in acquisitions without disruption.

The Regional Operations Director is embedded at the firm level; they surface problems early, ensure enterprise initiatives land with fidelity, and close the gap between what firms commit to and what they deliver.

Core duties and responsibilities include the following (other duties may be assigned):

• Deploy the Operations Playbook across the portfolio — standardizing billing discipline, collections cadence, WIP management, and realization rate optimization firm by firm
• Drive working capital improvement: own DSO reduction, realization improvement, and cost-to-serve discipline as measurable outcomes at each firm
• Build and maintain firm-level capacity planning frameworks aligned to Crete's standardized work discipline model
• Coordinate Data & BI capabilities to ensure operational KPIs are captured, measured, and actioned in real time; translate data into Managing Partner-facing performance insights

• Coordinate Regional FP&A and Regional Controller support across the portfolio — partnering with the Finance & Accounting enterprise function to ensure firms receive structured financial analysis, operational KPI dashboards, and budgeting support
• Support managing partners in understanding firm financial and operational performance, identifying gaps, and building accountability to defined targets
• Provide analytical support to the RVP on operational performance, working capital trends, and efficiency opportunities across the portfolio

• Coordinate HR & Compliance product areas at the firm level — managing succession planning support, regional recruiting coordination, and people-side operational issues in partnership with the enterprise HR & Compliance function
• Support the elimination and transition of the HR BP structure, ensuring firm-level HR needs are absorbed cleanly into the new model
• Coordinate legal needs across the firm portfolio with the enterprise Legal function; surface emerging issues and ensure firms are operating within Crete's legal and compliance framework

• Coordinate Tech/Infra deployment at each firm — overseeing practice management system adoption, IT standards, and infrastructure alignment with Crete's approved technology stack
• Assist firms with operational technology improvements and workflow automation (e.g., practice management improvements, billing workflow, PTO tracking) in coordination with enterprise tech resources

• Build the operational capacity at targeted platform firms required to absorb tuck-in acquisitions — ensuring infrastructure, staffing models, and financial controls can scale without disruption
• Partner with the Growth Director and Integration enterprise function during the 120-day integration process on the operational side — working capital setup, HR onboarding, tech migration, and financial reporting integration
• Maintain a firm-level integration readiness assessment for all active and anticipated tuck-ins

• Act as a trusted operational advisor to the RVP — surfacing firm-level issues early, flagging performance gaps against the Partner Journey roadmap, and ensuring accountability to defined milestones
• Respond to ad hoc operational and strategic requests from RVP and firm leadership, providing structured problem-solving support on complex operational or people challenges
• Coordinate firm engagement plans across product areas to avoid conflicting demands on Managing Partner time and bandwidth

• 8+ years of progressive operations leadership in a professional…