Chief Executive Officer

About Upserve

Upserve is a prominent provider of restaurant technology and commerce solutions, assisting thousands of small to mid-sized businesses with integrated software, payment processing, and financial services. Supported by Skyview Equity, Upserve is poised to enter a significant growth phase focused on deepening customer engagement, broadening monetization efforts, and developing an extensive software and financial services ecosystem tailored for restaurant operators.

Role Overview

We seek a Chief Executive Officer who will not simply maintain the status quo but act as a transformative builder and business operator. This individual will lead efforts to scale vertical SaaS platforms, enhance adoption of payment and financial services, and generate lasting value through disciplined and goal-driven execution. Ideal candidates bring leadership experience with software-driven businesses targeting small and medium enterprises, with expertise in leveraging payment solutions, embedded finance, lending, banking, or other financial products to fuel customer value and revenue expansion.

Key Responsibilities

• Formulate and implement a robust growth strategy aligned with Upserve's long-term vision.
• Source new avenues to enhance platform features, deepen customer participation, and increase revenue streams.
• Assess potential new business models, strategic partnerships, and adjacent market opportunities.
• Boost growth in software, payment processing, and financial products.
• Elevate customer acquisition rates, improve retention, and maximize customer lifetime value.
• Lead initiatives regarding pricing, packaging, and monetization strategies.
• Drive greater utilization of payment and embedded financial services.
• Foster a high-performance operational culture grounded in accountability, transparency, and results.
• Implement consistent operational processes, key performance indicators, and management systems.
• Scale organizational capacity while preserving operational excellence and discipline.
• Collaborate closely with product and technology leadership to align investments with market needs and business goals.
• Promote innovations that enhance customer engagement and distinguish the platform.
• Ensure delivery of exceptional value to restaurant operators and small business clients.
• Build and lead a top-tier executive team.
• Attract and retain premier talent and cultivate a culture emphasizing ownership, responsibility, and ongoing advancement.
• Align organizational units around common objectives with clear, measurable outcomes.
• Act as the primary liaison to Skyview Equity and the Board of Directors.
• Clearly communicate company performance, priorities, opportunities, and risks.
• Drive long-term sustainable value creation, positioning the firm for strategic evolution.

Qualifications

• Proven success leading and expanding software, payments, fintech, or technology-enabled enterprises.
• Experience with full P&L accountability.
• Track record of accelerating revenue growth through software and financial solutions.
• In-depth knowledge of small and medium business customers and platform economics.
• Background working in private equity-backed, venture capital-backed, or high-growth companies.
• Exceptional leadership, communication, and organizational development skills.
• Ability to strategically plan while also executing with hands-on involvement.

Required Expertise

• Strong experience with vertical SaaS platforms.
• Deep knowledge of payment systems and embedded financial services.
• Expertise in banking operations and money movement processes.
• Familiarity with merchant services and fintech sectors.
• Experience with software platforms and commerce technologies serving SMBs.
• Comprehensive understanding of financial technology markets.