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Tavor Perry is seeking a seasoned Client Solutions Director in the Philippines, acting as the first point of contact for prospective clients and turning compliance challenges into clear, tailored solutions. You’ll lead discovery calls, uncover gaps in controls, and build a steady pipeline of qualified B2B leads.
Apply if you’re a CPA or CIA with senior manager or director-level Big Four experience who can advise business leaders and generate opportunities.
Job Description
Job Summary:
Work alongside us as a seasoned Client Solutions Director who acts as the first point of contact for prospective clients and turns their compliance challenges into clear, tailored solutions. You’ll lead discovery calls, uncover gaps in a prospect’s compliance and internal controls, and build a steady pipeline of qualified B2B leads. Apply if you’re a CPA or CIA with senior manager or director-level Big Four experience who is as comfortable advising business leaders as you are generating new opportunities.
Key Responsibilities:
Lead discovery calls with prospective clients to understand their operations, current controls, and compliance requirements
Uncover compliance gaps and translate them into clear, practical service recommendations
Generate new B2B leads in Apollo, including building targeted prospect lists and researching key decision-makers
Reach out to qualified prospects and lock in discovery call appointments
Explain technical compliance and audit concepts in plain, business-friendly language
Document call findings and prepare concise recommendation summaries for follow-up
Keep prospect records accurate and the lead pipeline organized and current
Represent the firm professionally and credibly in every client interaction
Mandatory Skills:
Senior manager or director-level experience at a Big Four firm
Active CPA license or CIA certification
Strong knowledge of compliance, internal controls, and risk assessment
Proven experience leading client-facing discovery or consultative sales conversations
Experience generating B2B leads in Apollo or a similar prospecting platform
Excellent spoken and written English and the confidence to engage business owners and executives
Responsible, observant, and able to work on your own
Strong communication and relationship-building skills
Preferred Skills:
Hands-on experience with Apollo.io specifically
Background in internal audit, risk advisory, or assurance services
Experience working with US-based clients and US compliance requirements
Previous experience in business development, account management, or advisory sales
Familiarity with CRM tools for pipeline tracking
Able to handle several prospects and follow-ups without missing a beat
Why Join Us:
This is a senior, high-impact role where your expertise directly shapes how we connect with and win new clients. You’ll work closely with leadership, have room to bring your own ideas, and enjoy the flexibility to do your best work as we grow together.
Please refer to job description.
Regulatory Knowledge Risk Management Audit Management Legal Research Policy Development Compliance Monitoring Communication Skills Attention To Detail Problem Solving
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